Skip to main content

Wistia Forms

Power your lead generation with a Wistia Form.

Written by Caroline F

A Wistia Form is a great way to identify high-quality leads with video. Connect your account to your favorite email provider, then add an email capture gate at any point.

Setting up a form is a breeze; we’ll show you how!

Note

Wistia Forms cannot be added to audio files.

Add a Wistia Form to your video

To enable a Wistia Form on a video in your account, open the Customize menu and select "Wistia Form." Here, you can change the text of the form prompt, decide when it should appear on your video, add custom fields, and connect to a list in your email marketing provider.

Tip

Check out our Best Practices blog post for helpful tips and tricks. 💡

Choose your Wistia Form's behavior

You can decide whether to have your Wistia Form pause the video and show at a specific time, or to have the form appear when a viewer moves their mouse over the player while it continues to play.

If you choose to show the form at a specific time, the form will take over the whole video. With this option, you can set when the form should appear in the video, either by typing the time or by dragging the form icon along the timeline to the desired point.

If you choose “On hover,” the form will slide in from the left side whenever the viewer moves their mouse over the player, and the video will continue playing while it appears. With this option, you aren’t prompted to select a time for the form to appear, since it can appear at any time that the viewer interacts with the video. Here’s how that would look in action:

Customize the button text

By default, the Wistia Form submit button says “Play” unless the form is placed at the very end of the video, in which case it says “Submit.” But, you can change this text to be anything you’d like! Click "Edit form" and in the popup modal, update the text under "Submit button."

Your changes will be reflected automatically in the video preview.

Collect names and custom fields

By default, the Wistia Form will only ask viewers to enter an email address. However, you can also collect first and last names, and add custom fields. When setting up your form, click "Edit form."

In the Edit form modal, toggle "Ask for first and last name" to the on position.

Click "Add field" to create custom fields for your form. Here, add the field label, optional placeholder text, and choose if you'd like to require that information.

When you're ready, click "Add field." You'll then see the new field reflected in the preview, and can click to add another one. Click "Save" when you're all set.

Tip

You can add multiple custom fields to a Wistia Form!

Note

Custom fields sync to your Wistia account, but do not currently sync to connected marketing automation platforms.

Allow viewers to skip form

The allow viewers to skip the form toggle determines whether a viewer can skip your Wistia Form. With the toggle off, viewers will be required to submit the form in order to continue watching your video. With it on, viewers can bypass the form with a Skip button.

View Wistia Form conversion analytics

Click on the "Conversion" tab on your media analytics page to view more data about the leads you’ve captured with your Wistia Form. Head over to our Media Conversion Analytics page for more details!

Set up your email provider integration

Once enabled, a video using a Wistia Form will automatically track the emails your viewers enter in Wistia analytics, but it is most powerful when connected to your favorite email provider.

If you haven't set up a primary integration with your email provider yet, you can do so right from within the Wistia Form section of the Customize menu. Click the option to "Connect your tools to forms."

Here, select your desired platform.

Then, you'll be directed to the integration's set-up page in Wistia to connect it.

Note

You must be an Account Owner to access the Integrations page.

Each provider needs a different set of information. You can see what's required on the configuration page.

Use your email provider with a Wistia Form

Once your account is set up to use an email provider with a Wistia Form, you can set up a form-enabled embed to collect email addresses and pass them directly into a specific group in your connected email provider.

Inside the Customize panel, add a Wistia Form to your video. Then, select the email list you'd like emails added to when viewers submit the form.

Tip

Once a user has submitted a Wistia Form, they will not be asked again.

Use a Wistia Form without an integrated email provider

While Wistia can connect to many platforms, we’re not able to integrate with every email provider. If you don’t see your email provider listed in our current integrations, you can follow these steps to return a list of emails collected by your Wistia Form.

First, navigate to your desired media's manage page, then click the "Analytics" tile.

From here, select the "Conversion" tab and scroll down to the Form submissions list.

Click "Export," and a spreadsheet of the media’s viewer analytics will be sent to the email associated with your account. You can then copy and paste this information into the email provider of your choice.

Note

Need to export more than just one video’s worth of emails? You can export all collected emails from the Audience page in your account.

Did this answer your question?