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Lead Generation Tools

Add a Wistia Form, Call to action, and Annotation link to your video to drive lead generation.

Written by Caroline F

Note

Lead Generation Tools are not compatible with audio files at this time.

Wistia Forms, Calls to action, and Annotation links can help drive more engagement and enable you to collect more leads through your content.

To add these interactive tools, navigate to the video you’d like to add them to and select "Customize." You'll see option for them under Viewer Engagement.

Video timeline

When you add any of these customizations to your video, you'll be able to adjust when they appear using the timeline below the video. These lead generation tools can be placed at any time.

To adjust these, you can drag the icon to your desired point in the video. For an annotation link, you can drag either end of it to change how long it appears for.

You can also adjust the time directly within a customization's tab.

Annotation link

An annotation link is a great way to catch your audience's attention without interrupting the video. To get started, select "Annotation links" from the Customize menu and toggle the setting to "On."

An annotation link can be set to appear in the upper left or right corner of a video and can display for as long as you'd like. You can also set the theme to dark or light according to your preference.

To adjust the time, update the start and end timestamps in the panel or drag the annotation icon in the video's timeline. To make your annotation links longer or shorter, adjust the bar in the timeline by clicking and dragging.

To remove an annotation link, click the "X" next to its title or toggle the entire setting to "Off." Then, save your changes.

Learn more on the Annotation Links page.

Call to action

A call to action is a clickable message, image, or HTML script that appears during your video, and it lets your viewers know what you want them to do next.

There are three types of calls to action that you can select from in the "Type" dropdown menu:

  • Text: Add a quick, customizable message that links viewers to a page of your choice.

  • Image: Use an image instead of a text link to direct viewers to your page.

  • HTML: Write your own custom call to action.

Note

When adding your link, make sure you include the http:// or https://.

You can learn more on our Call to action page.

Custom HTML Call to action

You can build a custom HTML call to action that takes on-page or inline styles. Where possible, use on-page styles (i.e., including them in a <style> tag in the head of your page), because they may be stripped out during the customization process.

Note

Since HTML calls to action allow for advanced customizations (which could lead viewers away from our analytics servers), they won’t collect any Action analytics. It’s also important to note — Wistia will strip out JavaScript from your custom CTA, so make sure to stick to HTML (and some basic CSS).

Wistia Forms

A Wistia Form is an email collector for your video content. It’s great for lead generation, and it connects with a bunch of email providers to make tracking new leads more streamlined.

You can place a Wistia Form at any point in your video by adjusting the timestamp or dragging the icon on the timeline to the exact spot you'd like it to display.

Check out our Wistia Form page for a full breakdown.

Integrate Wistia Forms with an email provider

Emails captured with the Wistia Form email collector can be piped directly to an email provider list.

If you haven't set up an email integration, you can do so by heading to your Integrations page in Settings and then selecting your desired platform.

Once set up, you can select a list to send entries to when customizing your Wistia Form.

Note

The integrations you have access to set up will depend on your plan type. Check out this page for more information on the plans we offer and what they include.

If you choose not to integrate your Wistia Form with an email provider, you can check out Wistia Form entries in the Conversion tab of your video's analytics. And, you can see a full list of identified viewers for your account on the Audience page.

Lead generation tool FAQ and troubleshooting

Can I have more than one tool in my video?

Yes and no. You’ll only be able to add one Wistia Form and one Call to action to your video. You can add as many annotation links as you’d like. The other piece to keep in mind  is that these cannot overlap, so they’ll have to be presented one at a time.

A custom HTML Call to action can contain multiple links. Check out our Custom HTML CTA examples for a multiple-choice layout.

Why can’t I remove the skip button on a CTA?

The logic behind disabling the Skip option is due to the nature of a Call to action. Since it can appear anywhere in the video, if it can't be skipped, it would entirely block your audience from being able to continue.

For this reason, we’ve made it so that the viewer will always be able to skip a Call to action. The button will become a "Rewatch" button if the CTA is placed at the end of the video.

Can I change the copy on the Wistia Form button?

When you move a Wistia Form to the end of the video, the Play button will automatically become a "Submit" button. It is indeed possible to further customize or change the language of the Play/Submit button. While customizing your Wistia Form, click "Edit form." You'll then be able to change the Submit button in the window that appears.

Can I add a custom field to a Wistia Form?

Yes, you can! When customizing your Wistia Form, you'll have the option to edit the form, which includes adding custom fields. Click "Edit form," then "Add field." You can add Text, Dropdown, and Single checkbox fields, and mark each one as required or optional. Want to collect a phone number? Use a Text field. Responses show up in your media's Conversion analytics and can sync to a connected email provider.

Check out our Wistia Forms article for more details.

Can I get an email when someone fills out my Wistia Form?

Yes! Head to your account settings and click into the Notifications page. Then, turn on notification for a new form submission in the New lead alert section.

Can I add a Wistia Form to a Channel or playlist?

Wistia Forms are added to individual videos, not to the Channel itself. To collect leads in a Channel, add a Wistia Form to the first video, or to each video you'd like to gate. You can also collect Channel subscribers.

Will my lead generation tools show up if I download the video?

They will not show up. Calls to action, Wistia Forms, and Annotation links are part of the Wistia player. This means that they won't appear in a downloaded video file, as that file is not played within the Wistia player.

Do Wistia Forms, Calls to action, and Annotation links work on mobile devices?

Yes! When your video plays inline on a phone or tablet, all three work just like they do on desktop.


On iPhone, fullscreen playback is handled by Apple's native video player, so Annotation links won't appear while a viewer is in fullscreen. This is because they rely on Wistia's player to display. When a Call to action or Wistia Form is reached, the video will pause and exit fullscreen so it can be displayed. On Android devices, Annotation links appear in fullscreen.

My Wistia Form isn't showing for some viewers

If a viewer is logged into Wistia, we already know their email, so the form is hidden on share links and media pages. To see the form the way your audience does, open the link in a logged-out or incognito window.

Leads aren't reaching my email provider

After you've connected your email marketing integration, ensure that you select a list to send leads to when setting up a Wistia Form.

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