Track when shared videos are opened in real time (with viewer identity)

Know exactly when a video link is opened, who viewed it, and how far they watched. Share videos through Send to add AI Chat, Suggested Questions, and actionable analytics—so reviews move faster and follow‑ups are precise.

When this is useful

Use Send for video sharing when you want consistent tracking and faster decisions.

You share demos, walkthroughs, testimonials, or product updates across different hosts
You want viewer identity on opens (name, email, optional phone) and timing for prioritization
You need one durable link you can update without resending
You prefer guided self‑serve answers over back‑and‑forth emails

Step‑by‑step: track video opens with viewer identity

Before you start: Install Send’s Chrome extension from Send.co or use the Send app directly. Either way, you’ll end up with a single tracked link that plays your video alongside AI Chat.

1. Add your video to Send

Open Send → New Document → paste a public video URL (e.g., from your host) or upload the file. Send prepares it for reliable playback under a single link.
Benefit: You get a trackable, host‑agnostic link that’s easy to share and manage.

2. Configure a viewer gate for identity

Turn on a gate to require name and email before viewing. Add phone if you want qualification. Optionally hide content until the form is completed.
Benefit: You’ll know exactly who opened the video instead of guessing from anonymous views.

3. Add Suggested Questions to steer attention

Add 3–5 prompts that lead to decisions. Examples: What’s the price? What’s included? Implementation timeline? Can I see the roadmap? Next steps?
Benefit: Viewers get instant answers via AI Chat, so reviews don’t stall on small questions.

Click Copy link and share it in email, chat, or your task system. Mention there’s AI chat inside for instant answers.
Benefit: One link forever. Replace or refine the video later without changing the URL.

5. Watch analytics and act

You’ll receive an email on view. In the Activity Feed, see who opened, where, on which device, how long they watched, and what they asked the AI. Use this context to tailor your next call or follow‑up.

Why this is faster with Send

Send turns a video into a guided, interactive experience with high‑signal analytics.

AI Chat answers questions about the video immediately, reducing delays
Suggested Questions direct attention to pricing, scope, and next steps
Analytics show opens, viewer identity, location, device, time viewed, and AI questions so you can prioritize follow‑ups and show up prepared
Replace the file under the same link to iterate quickly without version chaos

Troubleshooting & tips

Small adjustments drive higher engagement and clearer signal.

No opens yet

Confirm you shared the Send link, not a raw host URL or attachment. Flag that AI chat is available for instant answers.

Buffering or playback complaints

Ask viewers to complete the gate if enabled, then reload. Large uploads stream reliably under the same link.

Known contacts, no form

Use a personalized link with a custom slug to identify the recipient without a gate.

Sensitive content

Disable downloading and printing. Keep the gate on, and replace the file under the same link as you update.

Multiple cuts or versions

Keep one Send link and use Replace file so the URL never changes. Note in your message that the link is always current.

Integrations & automation (webhooks)

Pipe view signals to your systems the moment they happen.

Trigger on document open or any link open
Send events to Clay, Zapier, or Make to create or update contacts, log activity, alert owners, or kick off sequences
Use identity from gates or personalized links to keep CRM data clean and actionable

Privacy and controls

Decide how viewers access your video and what they can do with it.

Require name, email, and optionally phone before viewing
Hide content until the gate is completed for maximum control
Disable downloading and printing for sensitive assets
Replace files without changing the link so you never resend URLs

FAQ

How does Send speed up reviews and decisions?

AI Chat and Suggested Questions let viewers get answers instantly, on their own time. You see what they focused on and what they asked, so follow‑ups skip the basics and move straight to decisions.

Can I require name and email before viewing?

Yes. Turn on a viewer gate to require name and email, with optional phone. You can also hide content until completion.

Can I replace the video without changing the link?

Yes. Replace files under the same Send link to keep a single, durable URL—even as the asset evolves.

What analytics do I get?

You’ll see viewer identity from the gate or personalized link, plus location, device, and total time viewed. You’ll also see AI chat logs to understand what viewers asked.

Can I push view events into my CRM?

Yes. Use webhooks to fire on document open or any link open and send events to Clay, Zapier, or Make for CRM updates and alerts.

Ready to see who opens your videos and what they care about? Try Send.co today.

Track when shared Videos are opened