Spotlightr & HubSpot Integration: Using Video To Enhance Your Customer Journey

HubSpot and Spotlightr can connect to turn your visitors into leads, and leads into fans, and then fans into customers.  

Here’s how that happens…

You can generate more leads with your videos by adding opt-in forms right inside your videos.  You can force the opt-in to watch the video, or make it optional.  Leads go right from your video to your HubSpot account.

Take those leads and email them personalized video content.  Include their name, company, position, or any type of data that you collected when they opted into your list.

Then track those personalized video views.  You can track your lead’s video usage, see what they’re watching, how much they are watching, and move them into different sales funnels and lists based on that usage.

Let’s go through the entire journey your customers will take from the moment they land on one of the videos on your website.

Add HubSpot Integration

First you need to integrate your HubSpot account with Spotlightr.  This step is super simple.  Just go to your App Settings, then Integrations, and then add HubSpot.  If you’ve done this stuff before you’ll breeze through.  If you’d like to see the steps check our knowledge base article.

Add Opt-in Form

Let’s get your form up on your video so you can collect leads.  Now we’ll head over to the video you want to use and go to your Overlays.

We’ll use the full-screen template and configure the settings. You have to make sure you add the integration you just set up:

Configure the rest of the opt-in form overlay and then you’re good to go!  Don’t forget to set the time you want it to show at the top in the Timing section.

Once that’s configured, we have a form that looks like this:

Now you are generating leads from videos, and sending them direct to your CRM!

Let’s get one started.  We’ll load this watch page and opt-in as a new lead interested in a free video lesson series.

Here’s the page:  https://spotlightrteam.cdn.spotlightr.com/watch/MTM5MDgxOQ==

We’ll opt-in with name Ted Williams with email ted@baseballgreats.com.  Here’s our new lead.  

HubSpot Workflows & Lists

A quick note on your new leads coming from Spotlightr opt-in templates.  If you haven’t yet, you’ll need to create a new List inside of HubSpot where you will add new leads to.  Then you’ll set up a workflow to send your new leads their automated emails.

In this example, I’ve created a new List called “Free Video Series” and here I will add any new opt-ins.

When you create a List, you need to filter values in order to tell HubSpot which contacts to add to the list.  There are countless ways to configure this.  In this example, anyone with a Lifecycle that has “Lead” will be added to this List.

Then you will set up your workflow to send emails to anyone that gets added to this List.  There are tons of ways to set this up with HubSpot, and this is just one example.

Add Personalization

OK now leads are coming into your CRM.  As you promised on the opt0in overlay, you are going to send them a free series of lessons.  We’re targeting parents who have children that play soccer, and we have 5 video lessons in this free video series.

Let’s go ahead and add personalization to these videos.

Enable Personalization On The Video

I’m going to head over to Lesson 1 and turn personalization on in the video settings with the HubSpot integration.  All you are doing here is selecting your integration you’ve already configured in your account.

The next step is just to test your integration to make sure things look good.  So you’ll add an email address you know you have in your CRM.  You’ll test the integration with this email, which will bring back all the data you have on this person.  When it returns data on that email, like their name or company, then you know things are working.

If you’d like to see the step by step instructions on this, check our knowledge base article.

Add The Personalized Overlays

When you add personalization, this means you can add any value that you have in your CRM to your overlays.  So if your contacts in your CRM have first name, last name, email address, company name, position, phone number, etc..any of these values can be added to your overlays on your videos.

Now I want to add an overlay to the video welcoming my lead by name to the first video in the series.  The overlay will say something like:

“Hey Ted, glad you’re here!  Enjoy Lesson 1”

Similar to the opt-in overly, I”m goind to head over to my overlays but this time I’m going to use a Notebox template with image.

These are super easy to set up.  I’m going to configure the following…

1.  Timing – When do I want the overlay to appear?  In this case at second :01

2.  Content – As mentioned above, this will be a welcome message

3.  Personalization option – In that content, I will add a variable for the value I want to bring over from HubSpot.  In this case the value is ‘firstname’.  If no value can be found, I specified to use “there” instead of the name.  So if the name can’t be found for some reason, it will say “Hey there” instead of just “Hey ”

4.  Uploaded an image.  In this example we are using an image of the coach

That’s it.  If you want the steps please check this knowledgebase article.

Here’s how that looks inside of Spotlightr.  You can preview the whole thing while you set it up.

Let’s See How That Looks

When you send out your emails to your leads to watch videos, you just need to append a variable at the end.  That variable is:  ?personalized=email@domain.com

In this example, ted@baseballgreats.com is our lead in HubSpot.  So the variable will return a value of “Ted” for the overlay.

Here’s the link:  https://spotlightrteam.cdn.spotlightr.com/watch/MTM5MDgyNw==?personalized=ted@baseballgreats.com

But if you click this one, it will default back to using ‘Hey there’:  https://spotlightrteam.cdn.spotlightr.com/watch/MTM5MDgyNw==

Configure The Email In HubSpot

We just mentioned above that when you send your emails, you just append your lead’s email address at the end of the URL.  HubSpot, and any CRM/ESP, will be able to dynamically change that email address to the person you are sending it to.  HubSpot just so happens to also call it personalize your content.

Let’s pretend your domain is soccerprodigy.com and you have your lesson 1 video on this page:  https://soccerprodigy.com/vidoes/lesson-1

Here’s how that will look inside of HubSpot when you append the receiver’s email address with the variable at thee of the URL:

Tagging Leads With Viewing Information

OK just to review what we’ve done so far…

– We integrated our HubSpot account with Spotlightr

– We set up our web page(s) with videos that have opt-in forms that collect leads, which go right to our HubSpot account

– We added personalization to our video series 

Now let’s continue this customer journey by tagging them when they watch certain videos, and certain parts of videos.

So for example, if you want to tag your lead when they watched 75% of Lesson 1 you can do that.  If the lead only watched the first half of the video they won’t be tagged.  They will only be tagged if they wantch 75% or more.

Here’s how to do that…

Head over to the Settings of your video and you are going to add an Integrated Tag.  In this example, I’m going to use the same Lesson 1 video and enable my Hubspot integration.  And I want the contact tagged if they watch 75% of the video, which in this example is going to be 31 seconds (the demo video is 40 seconds long). 

You’ll notice in this integration we have two values, Tag Name and Tag Value.  These are two different ways you can segment and filter your tags.  Tag Value is optional, you can leave this blank if you’d like.

In this example, my Tag Name is “Lesson 1 – 75%” and my Tag Value is “Add to early-bird”.  Think of the Value as a way to add more context to your Name.  Or you can use it so that you can use the same Tag Name but different Values.

For example, I might want to use the same Tag Namer “Lesson 1 – 75%” with another tag but the Value is “Add to new announcements”.  I will use this information to add this Contact to different Lists in HubSpot.  And each List will get different emails sent to them that I create via workflows.

I created a List in Hubspot called “Early bird” and in this list I will add anyone that watch 75% of my Lesson 1 video.  Since I know they are interested because they watched almost the entire first video, I will offer them an early-bird special offer on my paid program.

Here is the List I set up:

Now when I send my lead the Lesson 1 video with the tag set up, when they watch 75% of the video they are put into this new List:

Once they are on that new List, a new workflow automation will kick in to which will send them your early-bird offer, or anything else you’d like!

And there you have it.  From random internet traffic to customer.  Of course this was all just one example of how you can set this up.  With the combined flexibility of Spotlightr and HubSpot, you can do some pretty amazing stuff with your video content and your CRM.

If you have any question on how you can use Spotlightr with HubSpot for your particular use-case, please don’t hesitate to reach out to our support team.