Track when shared YouTube videos are opened (and who watched)

Wrap any YouTube URL with Send to see exactly when it’s opened, who watched, and what they cared about. Recipients get a single link that opens the video with AI Chat alongside it, so they can get instant answers while you capture identity, timing, and engagement signals that speed up the next step.

When this is useful

Sharing videos is high‑leverage, but standard YouTube links are anonymous and offer little signal beyond public view counts. Use Send when you need verified identity and actionable engagement data.

Product demos and feature walkthroughs you send to prospects
Founder videos for fundraising updates or intros
Customer testimonials you want to qualify interest on
Enablement or onboarding clips where you need to know who actually watched
Campaigns where you want alerts, CRM updates, and fast follow‑ups

Step‑by‑step: wrap your YouTube link in Send and start tracking

Getting from “raw YouTube link” to “tracked, identity‑aware link with AI” takes just a few minutes. These steps keep it simple and make sure you collect the right signals.

1. Add your YouTube link to Send

Install Send’s Chrome extension from send.co. Open your YouTube video and click the blue “Add to Send” button. A Send tab opens with your video loaded.
Or in the Send app, click New Document and paste your YouTube URL. Send supports videos, plus Google Docs/Slides, Notion, Word/PowerPoint/PDF, Miro, Figma, and more.

2. Require identity before viewing

In Link Settings, turn on the viewer gate and require Email. Add Name and Phone if you need deeper qualification.
Optionally hide content until the gate is complete so your video only plays after verified details are provided.

3. Steer the viewer with Suggested Questions

Add prompts like “What does this cost?”, “Implementation timeline,” and “What’s included in the plan?”
Suggested Questions appear at the bottom of the video page and pull answers fast so viewers don’t bounce or message you for basics.

Click Copy link and send it. In your note, mention that there’s AI Chat inside for instant answers about pricing, scope, and next steps.
For known recipients, personalize the URL slug instead of forcing a form. You keep tracking while removing friction.

5. Track opens and act on signal

You’ll get an email when someone opens the link. The Live Activity Feed shows who viewed, from where, on what device, for how long, and what they asked the AI.
Turn on webhooks to push “document open” or “any link open” events into Clay, Zapier, or Make so your CRM updates and alerts fire automatically.

Why this is faster with Send

People love watching short videos, but they often avoid replying. Send pairs your YouTube content with AI Chat and guided prompts so viewers get answers instantly while you capture the context you need.

AI answers questions right next to the video, which removes back‑and‑forth and keeps momentum high
Suggested Questions focus attention on pricing, timeline, and next steps, so buyers can move forward without a long email thread
Analytics show opens, identity, location, device, view time, and the AI questions they asked, so you show up prepared and avoid repeating yourself
Replace files under the same link when you update supporting collateral, so you keep one URL in circulation and avoid version chaos
Use viewer gates for unknown audiences and personalized links for known contacts to balance friction and signal

Troubleshooting & tips

Even simple sharing workflows benefit from a few best practices. Use these to remove friction and improve signal quality.

No views? Confirm the recipient clicked your Send link, not the original YouTube URL.
Gate drop‑off? For warm contacts, switch to a personalized URL slug so they can view instantly while you still track.
Too many generic questions? Tighten your Suggested Questions and attach an AI Profile so the AI can return curated case study links or your calendar when asked.
Sensitive content? Disable printing and downloading for any attachments you include alongside the video.
Team adoption? Share the Send doc with your workspace so managers can see teamwide activity and help coach follow‑ups.

Integrations & automation (webhooks)

You shouldn’t have to manually copy activity into your CRM. Send’s webhooks fire on key events so systems stay in sync without effort.

Trigger on document open to create or update a lead, log activity, and notify the owner in Slack or email
Trigger on any link open inside the Send experience to capture deeper interest signals
Pipe events to Clay, Zapier, or Make to enrich contacts, add them to sequences, or route to the right rep automatically

Privacy & controls

Sharing should be easy, and control should be clear. Configure the right balance for your audience.

Require Email, Name, or Phone via the viewer gate and optionally hide content until completion
Disable printing and downloading for attached files if you want tighter control of assets
Replace files under the same Send link anytime without changing the URL
Use personalized links for known recipients to keep friction low while preserving tracking

FAQ

How does Send speed up sales cycles for video?

Viewers chat with AI next to your video and get answers instantly. You see what they asked and how long they watched, so follow‑ups are precise and not repetitive.

Can I require email before the video plays?

Yes. Turn on the viewer gate and select Email. You can add Name and Phone, and you can hide the video until the gate is complete.

Can I update content without changing the link?

Yes. Use Replace file under the same Send link when you update supporting assets, so your URL stays the same.

What analytics do I get for YouTube links?

You see viewer‑provided identity, location, device, view time, and the AI questions they asked during the session.

Can I push opens into my CRM and alerts?

Yes. Enable webhooks to send open events to Clay, Zapier, or Make to update CRM, enrich contacts, and trigger alerts or sequences.

Try Send today and track YouTube opens with identity, AI‑powered answers, and workflows that move deals faster. Send.co

Track when shared Youtube Videos are opened