VIDYARD A USER GUIDE

Transcription

1 VIDYARD A USER GUIDE

2 ! WELCOME TO VIDYARD 1! WHAT IS VIDYARD? 1! WHAT IS A PLAYER? CHAPTER? VIDEO? 1! HOW ARE VIDEO VIEWS TRACKED? 3! BROWSER AND MOBILE COMPATIBILITY 3! MANAGING YOUR VIDYARD ACCOUNT 5! ORGANIZATION STRUCTURE 5! ADDING USERS 7! PERMISSION ROLES 9! BILLING AND CREDIT CARD CHANGES 11! CHANGING YOUR ACCOUNT PASSWORD 12! GETTING STARTED 14! UPLOADING A VIDEO AND CREATING A PLAYER 14! UPLOAD VIDEOS DIRECTLY FROM YOUR COMPUTER 14! ADD VIDEOS FROM YOUTUBE INTO YOUR VIDYARD ACCOUNT 16! ACCESS PREVIOUS UPLOADS IN YOUR LIBRARY 17! EMBEDDING YOUR PLAYER 17! SHARE YOUR VIDEO TO SOCIAL NETWORKS 19! MODIFYING CHAPTERS 20! TAGGING VIDEOS AND PLAYERS 22! DELETING A VIDEO FROM YOUR VIDYARD ACCOUNT 23! CONFIGURING YOUR PLAYER 24! PLAYER SETTINGS 24! CHANGE THE SPLASH SCREEN 27! A/B SPLASH SCREEN SPLIT TESTING 28! SECURING YOUR PLAYERS 32! GATING 32! ACCESS CODES 33! SCHEDULED RELEASE 35! DOMAIN RESTRICTION 36! IP WHITELIST 37! CALLS TO ACTION 40! CREATE A POPOUT CTA 40! CREATE A FINAL CTA 41! USING THE CTA BUILDER 42! EMBED MAP FORMS 43! VIDEO HUBS 44! CREATE AND CONFIGURE A NEW VIDEO HUB 44! CHOOSE THE AVAILABLE PLAYERS 46! CUSTOMIZE THE LOOK OF YOUR VIDEO HUB 48! SEARCH ENGINE OPTIMIZATION 50! CONFIGURE YOUR SITEMAP 50! ADD A PLAYER TO YOUR SITEMAP 51!

3 ! ANALYTICS CENTER 52! WHAT IS THE ANALYTICS CENTER? 52! USING FILTERS 52! GENERAL DATA 53! ENGAGEMENT DATA 56! DEMOGRAPHICS 57! YOUTUBE INTEGRATION 59! CONFIGURE THE YOUTUBE INTEGRATION 59! USING VIDYARD TO MANAGE YOUR YOUTUBE ACCOUNT 61! PUSH A VIDEO TO YOUTUBE 62! LINK A VIDYARD VIDEO TO A YOUTUBE VIDEO 62! ASSET MANAGER 66! ACCESSING THE ASSET MANAGER 66! SELECTING PLAYERS OR VIDEOS 66! PERFORMING BULK ACTIONS 68! ADVANCED TOPICS 70! BRAND WATERMARKS 70! UPLOADER WIDGETS 71! DASHBOARD API 73! ADDITIONAL RESOURCES 74! MORE INFORMATION 74! SOCIAL MEDIA 74! CONTACT INFORMATION 74!

4 ! 1 WELCOME TO VIDYARD The explosion of online video has created both great challenges and terrific opportunities for marketers. If you're creating marketing videos, chances are you're also looking for a way to measure their impact on revenue. Vidyard is ready to help you transform viewers into customers by helping you make the most of your video assets. What is Vidyard? Vidyard s Video Marketing Platform gives marketers the ability to host their video content while providing deep video analytics and built-in marketing tools. Beyond tracking your video s total number of views, Vidyard reveals who s watching your content, and for how long with detailed viewer analytics and engagement data. We give you all the details you need to enable your sales team with more qualified leads. With Vidyard, you can embed a video in your website with a branded player, view real time attention span data, share videos to social networks (including full YouTube channel management), create calls to action, split-test your splash screens, and pump all of your data directly into your marketing automation contact records. We deliver an outstanding video marketing platform that allows you to see exactly how viewers interact with your content so that you can amplify, modify, and improve your video marketing based on measurable criteria. What is a Player? Chapter? Video? Understanding the differences between a player, chapter and video will help you navigate the Vidyard platform. Players Before a video can be hosted on the Vidyard platform, a player must be created. Each player is a stand-alone container for storing and playing video content. Think of your player as a shell or enclosure that contains videos, which are stored as chapters. This is an example of a Vidyard Player. Shown are the media controls (play/pause button, time slider, volume, HD toggle and full screen toggle), as well as an embed button to allow visitors

5 ! 2 to embed your video elsewhere and a share button to share the player on social networks. A player can have multiple chapters contained within it. In this scenario, Player 1 has one chapter. Player 2 has four chapters. The player can be embedded on a webpage or shared via social media. Each player has embed code that is unique to that player. The embed code allows you to insert the player into your website. You can create a new player by logging into the Vidyard dashboard and clicking the New Player button. Videos can be added to a player in four different ways: 1) Upload a video from your computer 2) Add a previously uploaded video 3) Choose a video from YouTube Chapters A chapter is a segment of a player. A single player can have one or more chapters, and additional chapters can be added to a player at any time without having to re-embed the player in your website. A player will play all of its chapters in sequence. When editing a player, you can add or remove chapters, or change the order in which the chapters are played.

6 ! 3 Videos A video is the source video content that you wish to share online to your potential clients and community. Vidyard allows you to upload your own videos, or add a YouTube video to your players. They are stored inside the player as chapters, ready to be played. Videos that have previously been uploaded to Vidyard can also be added to multiple players. How Are Video Views Tracked? In order to provide granular, user-based analytics Vidyard uses a browser technology (localstorage or browser cookies depending upon how new the browser is) to track content viewers. The first time a viewer loads a Vidyard Player, we assign them a generated ID. This ID is then sent with each analytics update to our servers in order to track the individual viewers who have watched your content. Browsers allow us to save this generated ID so that future viewing sessions from this viewer can be associated to the same generated ID. On the backend, these generated IDs are used by Vidyard to associate a user's viewing data with user metadata such as address or location when analytics data is reported. You can use the Analytics Center to filter analytics by address or location and get a list of individual level attention spans (or heat maps) spanning multiple viewing sessions by a user on a single video. These generated IDs also allow us to report on 'unique views' by showing the number of distinct generated IDs (unique viewers) that have watched part of a given player as opposed to the total number of viewing sessions for a given player. Browser and Mobile Compatibility Vidyard supports a variety of browsers across multiple platforms for both the Vidyard Dashboard and the Vidyard Player. When troubleshooting browser related issues, it may be necessary to confirm a supported browser is in use. Vidyard Dashboard browser support IE 7+ Chrome (Current, Current - 1.0) Safari (Current) Firefox (Current, Current - 1.0) Opera (Current, Current - 1.0) Note: Current 1 or Current denotes that Vidyard supports the current stable version of the browser and the version preceding it. For example, if the current version of a browser is 24.x, versions 24.x and 23.x are supported.!

7 ! 4 Player desktop browser support IE 7+ Chrome (Current, Current - 1.0) Safari (Current) Firefox (Current, Current - 1.0) Opera (Current, Current - 1.0) Player mobile browser support* ios (3+) Android (3.2+) Blackberry (6-10) *Assuming only major browsers on these platforms. All other mobile browsers are currently untested.!

8 ! 5 MANAGING YOUR VIDYARD ACCOUNT Organization Structure Depending on the structure of your organization, your Vidyard account may need to be managed by more than one person. By managing your Vidyard Organization, you can configure access to your Vidyard account to delegate responsibilities to multiple people. With organizations you can create groups, invite users, and assign users to roles. Users can be inside your company or external guests, and any content uploaded to a group is visible to any other users assigned to the same group. View your organization and groups Your organization can be viewed in the Vidyard dashboard by completing the following steps: 1) Log into the Vidyard dashboard at 2) In the top-right corner, click Account, then Organization in the submenu 3) Within the Organization page you will see Your Organization and a list of users assigned to it, with a list of groups below that if you have any. Note: You can add users under Your Organization just the same as any group. For finer grained control over content, or if you d like to setup an account for an external organization, it is recommended that groups are created.

9 ! 6 Edit your organization or group name You can change the name of any group or your organization with the following: 1) Click on Edit next to your organization or a group name. 2) Enter a new name and click Save. Create a new group Groups can be created and users assigned to them. Groups are a sub-accounts that live in your organization s Vidyard account: 1) Click New Group in the grey bar beside your organization name. 2) Above the grey bar a form will appear. Enter a group name and click Create. Note: Depending on your Vidyard plan you may not have access to create new groups. If you d like this feature on your account please contact our sales team.

10 ! 7 Adding Users You can add users to either your organization or a group by completing the following: 1) Click New User within the grey bar for your organization or a group. 2) When adding a user to a group, you have two options: a. Add an existing user b. Invite a new user Add an existing user If you have a user that is already within your organization or a group, you can add them to the selected group: 1) Click the dropdown next to User and select a user. 2) Click the dropdown next to Role to select a role. 3) Click Add User To Group. Note: You cannot edit roles from within the New User page. Depending on your account features, role editing is available through a separate tool. Invite a new user You can invite a user to your Vidyard organization or group using the second form on the New User page. An invited user will receive an from Vidyard with the personal message you specify asking them to create an account and log in. 1) Enter a First Name, Last Name, and . 2) Optionally enter a personal message. 3) Click Invite.

11 ! 8 Note: You can add users under Your Organization the same way as any group. For finer grained control over content, or if you d like to setup an account for an external organization, we recommend creating groups. Edit user details You can edit both the details of a user and their role within your organization or a group. Find the user you wish to edit and click Edit underneath their address. You can edit a user s first name, last name and address: 1) Change a First Name, Last Name, or . 2) Click Save.

12 ! 9 Change user role When editing a user within your organization or a group, you can change their role within the organization or group: 1) Click the dropdown below Role for (user) in (group name) and select a role. 2) Click Update User s Role. Remove user from the organization or group You can also remove a user from an organization or group by clicking Remove From Group in the bottom left of the panel. This will remove the user s access to that organization or group, but will not remove any content they have uploaded. Permission Roles When it comes to aligning Vidyard to your internal corporate structure, it is important to consider the roles and associated permissions for your users. Permissions for Vidyard users include who can: Customize the roles of others View Vidyard billing information

13 ! 10 Manage your corporate YouTube channel(s) Customize Vidyard s video player and interactive functionality Customize Vidyard s security settings for the viewer Invite additional users Invite additional users to other groups Create new groups of users and video assets By defining an individual role within a Vidyard group, you can dictate what functions a specific individual or group has control over while logged into Vidyard. This allows you to delegate specific responsibilities to a variety of users. Creating a New Role A new role can be created in the Vidyard dashboard by completing the following steps: 1) Log into the Vidyard dashboard at 2) In the top-right corner, click Account. 3) In the sub menu section click Roles. 4) Click the New Role button. Note: If you don t have the Roles tab, you will need to contact your group or account administrator. 5) Specify a Role Name and select the actions the role can perform. 6) Click Create Role

14 ! 11 In the drop down menu, there will already be a series of role names that you may view, edit or rename. You have the ability to create an unlimited number of roles, but you may not delete them once they are created. Billing and Credit Card Changes You can view and update your billing information from the Vidyard dashboard. Note: If your card has expired or been declined, you will automatically be prompted to update your credit card information when you log into Vidyard. Update your billing information To view your current billing information, complete the following steps: 1) Log into your Vidyard account. 2) Click Account. 3) Click Billing. To update your credit card information: 1) Click on the Payment Details tab

15 ! 12 2) Enter the new cardholder name. 3) Enter the card number. No spaces or dashes are necessary. 4) Use the drop-down menus to select the expiration date. 5) Enter the CVC number. 6) Click the Update Info button. Changing Your Account Password You can change your Vidyard password using the Vidyard dashboard. Change your password To change your Vidyard password, complete the following steps: 1) Visit 2) Sign in with your regular login details: and password. 3) Click Account. 4) Click Password. 5) Enter your Current Password and then create your new password. 6) Click the Update button. Reset a forgotten password In the event your password is forgotten, you can reset it from the sign in screen. 1) Visit 2) Click the Forgot your password? link.

16 ! 13 3) Enter your account address and click SEND RESET INSTRUCTIONS. 4) Check your inbox for an from Vidyard and be sure to check your junk folder if you do not see the in your inbox. 5) Once you receive an from Vidyard, follow the reset link provided in the body of the . 6) A new browser window will open and request you enter a new password 7) Confirm the password.!

17 ! 14 GETTING STARTED Uploading a Video and Creating a Player The initial step to begin your Vidyard experience is to create a player and upload your videos. Uploading a video can be done without having to make any coding changes when making changes to your player. Vidyard allows you to add video in multiple ways: 1) Upload videos directly from your computer. 2) Add videos from YouTube into your Vidyard account. 3) Record videos directly from a webcam. 4) Access previous uploads in your library. Upload videos directly from your computer 1) From the Vidyard dashboard, click the New Player button. 2) Click Add From Your Computer. 3) Drag and drop a file into the uploader or click on the Choose File button to pick a video file from your computer. 4) Now that you ve selected your video(s), click Open.

18 ! 15 5) You will see the file show up with and automatically begin the uploading process. 6) To upload multiple videos, repeat steps three and four with the multiple videos selected.

19 ! 16 7) Click the Save button to add the videos to your player. Add videos from YouTube into your Vidyard account 1) Click the New Player button. 2) Click Add from YouTube. 3) Search for the video in three different ways: Search by video Search by userid Search by direct URL to video 4) Choose the desired video by clicking Select. 5) To add more videos from YouTube, repeat steps three and four.

20 ! 17 6) Click the Save button to add the selected videos to your player. Access previous uploads in your library 1) Click the New Player button. 2) Click Previously Uploaded. 3) Previously uploaded videos will be displayed regardless of whether or not they are currently used in other players. Choose the desired video and click Select. 4) Click the Save button to add the selected videos to your player. You ve now successfully uploaded your video(s) to Vidyard and created a player. Embedding Your Player Once your video has been uploaded to Vidyard and added to a player, you're ready to embed it on your website. Vidyard provides a variety of different ways to share your video with your audience. Inline embed The inline player will be displayed directly on the site and can be viewed while browsing the rest of the page. It should be used to supplement the rest of the page. The inline embed code is available as both a JavaScript embed or an iframe embed.

21 ! 18 Lightbox embed The lightbox embed code creates a lightbox player in the center of the screen and dims the background. You should use it when you want to highlight your player and make it the focus of the page. Note: For data tracking within marketing automation platforms, you must use the JavaScript inline or lightbox embed code. Sharing page A sharing page is a page hosted by Vidyard that contains your player and optionally allows viewers to comment on your video. The sharing page is useful for sharing to social media sites or to provide a direct link to your content without having to embed the player. To obtain the embed code for your player, complete the following steps: 1) From your dashboard, select the player you want to embed. 2) Click the Embed button. 3) Select the embed code you would like to use or copy the sharing page URL.

22 ! 19 4) Use the Copy to Clipboard button to copy the code or URL. Share Your Video to Social Networks Embedding your Vidyard Player on a website is not your only option for sharing your video content. Sharing your players in social media allows you to immediately reach your contacts on Facebook, Twitter, LinkedIn, Pinterest and Google+. You can push a player to your social networks directly from the Vidyard dashboard: 1) Log into the Vidyard dashboard at 2) Use the search bar to locate the player you d like to share. 3) Click on the player. 4) Click on the Social Networks button. 5) Select the social network you d like to share to.

23 ! 20 Modifying Chapters Using the Modify Chapters button, you can change your players by adding or removing video chapters without having to re-embed the players on your website. Videos can be swapped by adding a new version of a video to a previously embedded player and removing the old version. Once you ve created a player to place your video in, you can add more video content, change the order of the videos within it and remove videos you don t want shown. Once you distribute it across your marketing campaigns or your website, you can still edit the chapters as you desire and the changes are automatically applied across all of your embed locations. There s no limit to the number of chapters a player can contain, so when publishing videos regularly, use the Modify Chapters section to quickly add new chapters to an existing player. To modify the chapters in your player, complete the following steps: 1) Log into your Vidyard account. 2) Select the player you wish to edit.

24 ! 21 3) When editing the player, click Modify Chapters. Change the videos in your player Use the Select Chapters window to add previously uploaded video, upload new videos from your computer, or find YouTube videos to add to the player. Once you have selected the chapters you wish to add, you can rearrange the order by dragging and dropping them or using the arrow icons. You can remove chapters by clicking the X icon.

25 ! 22 Tagging Videos and Players Tagging your videos allows you to organize your videos by content. Consider tagging your videos in situations where you have a large number of videos uploaded to Vidyard and need a way to organize or categorize them. Including relevant tags with your content also helps improve your SEO when adding your video to a sitemap or pushing videos to YouTube. To tag a video, complete the following steps: 1) Edit the player containing the video you wish to tag. 2) Scroll to the Chapters section and find the video you wish to tag. 3) Click the Edit / Details button. 4) Scroll to the Video Tags field. 5) Enter your tags, pressing enter after each tag. To tag a player, complete the following steps: 1) Edit the player you wish to tag.

26 ! 23 2) Click the Settings button. 3) Scroll to the player tags field. 4) Enter your tags, pressing enter after each tag. Deleting a Video From Your Vidyard Account On occasion, it may become necessary to remove videos from your Vidyard account. By removing unnecessary videos from your library, you can ensure that only your most recent and relevant content can be added to your Vidyard Players. Note: Completing the steps below will permanently remove a video from your Vidyard account. Deleted videos cannot be recovered and you will be required to upload them again to add them to add them to a player. To remove a video from your Vidyard account, complete the following steps: 1) In the Vidyard dashboard, click the New Player button. 2) Locate the video you wish to delete. 3) Hover the mouse cursor over the video and click the trashcan icon.! 4) Click OK to confirm the removal of the video.

27 ! 24 CONFIGURING YOUR PLAYER The Settings page of your player allows you to change the appearance and behavior of your Vidyard players. Player Settings The Settings screen presents you with three different sections. 1) General Settings 2) Style 3) Advanced Options General Settings Player Name: Choose a title for the player. Player Description: Describe the contents of the player. Autoplay: Forces the player to start playing the video once the page loads. Viral Sharing: Adds a sharing button to the player that allows your viewers to share your video via social networks and . Viral Sharing Message: Allows you to create a customized default message to be included when users share your player. Custom Sharing Link: Specify an alternative link for users to share when they try to share the player. By default, users will share the page where the player is embedded.

28 ! 25 Social Media checkboxes: Determine which social media platforms the viewer can use to share the player. Allows re-embed: Adds an Embed button to your player allowing users to embed your video player on their own site. Restricted to Chatter: Restricts your player sharing options, only allowing you to view the videos in Salesforce s Chatter. This option is only available in Vidyard accounts enabled for Salesforce. Style Select a skin for the player: Change the way your player controls look by choosing from a variety of skins. Select a pause/play animation: Allows you to choose an animation for your player when a user plays or pauses the video. Width: Change the width of your embedded video. Height: Change the height of your embedded video. Lock Aspect Ratio checkbox: Lock in the ratio between the width and height.

29 ! 26 Pick Player Color: Pick a color using hexadecimal notation or the color picker. Pick Playlist Style: Pick a color for the playlist that is displayed in multi-chaptered players. Advanced Options section Default to HD: The player will try to show the higher quality version of your videos. Play button on splash screen: Show the play button overlaid on your splash screen. Mouseover fade on splash screen: The player is slightly dimmed by default and is highlighted when the viewer hovers the mouse cursor over the player. Show HD button on player controls: Display the HD button in the player controls to allow viewers to toggle viewing the video in HD. Comments on sharing page: Adds a Disqus thread to allow users to comment on your sharing page. Enable sharing page: Allow users to access your sharing page. Playlist beside player: Always display the playlist for your player next to the player. Mute by default: Mute the player by default. Require to watch video: Enabled: Viewers must enter an address to watch the video. Disabled: Viewers are not prompted to enter an address to watch the video. Optional: Users are asked to enter an address, but can skip this step. New Contact: Only require an address when Vidyard analytics does not recognize them. Display branding in right-click menu: The right-click context menu of the Flash player will display information about the platform. Disable pausing of the player: Prevent the users from pausing the video.

30 ! 27 Change the Splash Screen Before your video is watched by anyone, it exists as a thumbnail image or splash screen on your website. Convincing your site visitors to play the video rests heavily on the graphic you ve chosen to represent your video asset. Vidyard will select 10 images for you to choose from for your thumbnail splash screen, or you can upload your own. Choosing a splash screen To choose a splash screen, complete the following steps: 1) From the main dashboard screen, scroll to the My Players section. 2) Edit the player you wish to configure. 3) Click the Splash Screens button. 4) Select a generated splash screen or upload a thumbnail using the Choose File button.

31 ! 28 Upload a custom splash screen To upload a custom image for the splash screen, complete the following steps: 1) From the splash screen configuration screen, click the Choose File button. 2) Drag your thumbnail to the window or click the Choose File button and select your file. 3) Once you select the file, you will be returned to the Edit Player screen. 4) Click the Settings button. 5) Scroll down to the Advanced Options section, and clear the "Play button on splash screen" checkbox. A/B Splash Screen Split Testing The best way to determine which splash screen image is going to generate the highest click through rate is A/B split testing. With A/B split testing for your video splash screens, you can choose up to 8 different thumbnail images for your website, determine how often each one is shown, and automatically choose a winner. Setting up your splash screens To edit and select your splash screens, complete the following steps: 1) Click the Edit button next to the player you wish to configure. 2) Click the Splash Screens button. 3) Click the Split-Test link.

32 ! 29 You ll now have three steps to complete in order to complete setting up your splash screens: Step 1: Configuring the splash screens. Step 2: Configure your split test. Step 3: Choose a winner. Step 1: Configuring the splash screens Vidyard will scan your video and randomly select 10 different screens for you to choose from, or you can select an image that you would like to test. In this example, three images have been selected. You can optionally upload your own splash screens. To select a splash screen, click the white square. A green square with a checkmark denotes a splash screen that is active in your split test. Clicking the Choose File button will open a new window allowing you the option to select an

33 ! 30 image from your desktop or a FTP server. Step 2: Configure your split test To configure your split test, you will need to determine how often you would like each splash screen to appear. Use the slider bar to adjust the frequency of each splash screen. Click the Make Display Frequencies Even button to make each splash screen appear an equal amount of times. Step 3: Choose a winner Vidyard analytics will show you a set of bars with data on how well each image did. You ll know when you ve had enough data to confidently make your selection when you see Significant in the results field.

34 ! 31 In the results above we can see the range that each image got as a clickthrough as a percentage. Once you ve completed your A/B test, you can remove the other splash screens that didn t fare as well.!

35 ! 32 SECURING YOUR PLAYERS Gating With Vidyard s gating feature, you can turn unknown viewers into known leads by collecting a viewer s address upfront, before they see the content. An gate can be turned on for any video player including multi-chaptered players and video hubs. You can customize the behavior of the gate in the player settings in the following ways: Enabled Viewers must enter an address before the content is played. Disabled Viewers will not be asked for any details before the content is played. This is the default setting. Optional Viewers are asked for an address; however, they can decline to provide one by clicking a link to skip the process. New Contact Viewers are required to enter an address, but will not be prompted again once they have provided their address. This is an example of an optional gate that will appear for everyone trying to watch the video. Viewers can click the link to Skip entering your to see the content without providing an address When a visitor fills in an gate, Vidyard will record their profile in the Analytics Center in the Filter option. This allows you to export the addresses of anyone who has watched your content, and break it down by the individual video for a specific campaign. Once Vidyard knows their address, their browser cache (cookies) is tagged so all future views can be associated with their individual profile. With CRM and MAP integrations, Vidyard will work with the individual level tracking of viewers that these systems have on your website and will only populate the gate if they are an unknown contact in your database. Vidyard will also create a lead in your system if the address was not previously associated with an existing contact or lead profile. Vidyard coordinates with your system s database and will begin to push individual level viewing data into the contact profiles. To configure gating, complete the following steps:

36 ! 33 1) Log into Vidyard. 2) Scroll down to the My Players section. 3) Click the Edit button next to the player you wish to modify. 4) Click the Settings button. 5) Under Advanced Options, configure the option to Require to watch video. Access Codes Access Codes ensure that your content is only playable/viewable to individuals with the exact code required to initiate playback. With access codes, you can: Limit access to internal videos. Keep in-flight content private for review by a small audience. Allow only paid subscribers or fans access to limited edition content. Access codes can be configured to expire after a period of time and you can limit the number of times an access code is used. You can also allow users to request an access code. Each request will be submitted by , which can be approved or denied. To view the access code security settings, complete the following steps: 1) Log into your Vidyard account. 2) Scroll to the My Players section. 3) Click the Edit button next to the player you wish to edit. 4) Click the Security button.

37 ! 34 5) Scroll to the Access Code Player Protection section. Create an access code To create an access code: 1) Click the Create an access code link. 2) Choose an access code and enter it in the text field. 3) Optionally choose an expiry date or leave blank for a code that never expires. 4) Optionally enter the maximum number of uses. 5) Click the Save button. Allow users to request an access code To allow users to request an access code: 1) Select the Allow users without an access code to request viewing access checkbox. 2) Select a moderator. The moderator can be any user within the Vidyard organization. 3) Optionally select a display name for incoming access code request s. 4) Optionally choose to automatically accept access code requests from specific domains. 5) Set the number of times a generated access code can be used. 6) Click the Save Access Request Manager button.

38 ! 35 Scheduled Release There may be instances where you are ready to deploy a player, but are not ready to allow viewing of the content. To accommodate this, Vidyard allows you to schedule the release of a player. Scheduled players can be embedded on your website and will not display the video content until the specified date and time. Consider using scheduled players for: Weekly webinars - Embed a live chat platform on a landing page and drive traffic to a weekly on-demand training session. Special content - Drive subscriptions or build hype by scheduling delivery at some point in the future. Time content - Schedule your video delivery to coincide with your blog, website or YouTube channel. Visitors attempting to access your video content ahead of schedule will be shown a countdown to when the content will be available: To schedule a player release, complete the following steps:

39 ! 36 1) Log into your Vidyard account. 2) Scroll to the My Players section. 3) Click the Edit button next to the player you wish to edit. 4) Click the Security button. 5) Scroll to the Scheduled Videos section. 6) Select a date and time for your player to be released. 7) Click the Update Settings button. Domain Restriction Using Domain Restriction, you can prevent others from embedding your player on a domain other than the one you allow. With Domain Restriction, you can limit specific types of content such as: Internal videos (training, corporate outreach, thought leadership pieces, etc.) Videos behind pay walls Videos behind subscription walls Private content To configure domain restrictions, complete the following steps: 1) Log into your Vidyard account. 2) Scroll to the My Players section. 3) Click the Edit button next to the player you wish to edit. 4) Click the Security button.

40 ! 37 5) In the Domain Restriction section, enter a domain to restrict embedding of the player to. Note: and example.com will automatically be matched. References to and will also be matched. To include all subdomains, use *.example.com. 6) Optionally disable the player's sharing page. This prevents those with access to your Vidyard account from sending your sharing page to unauthorized viewers. IP Whitelist Using whitelisted IP ranges, you can prevent visitors outside of the specified IP blocks from watching your Vidyard players. This can help you: Restrict viewership to internal audiences. Ban users from viewing your content. Incrementally control the release of content to specific blocks of viewers. Whitelists can be applied at both the organizational level (affecting all players) and the player level (affecting each individual player). This article describes how to configure both types of IP whitelists. Organizational-level IP whitelist To configure an organizational IP whitelist, complete the following steps: 1) Click Advanced. 2) Click Default Player Options. 3) Scroll to the Whitelisted IP Ranges list

41 ! 38 4) Enter a specific IP address or specify a block of IP addresses using CIDR notation. (e.g /24) 5) Click Add. 6) Optionally, add additional IP addresses or IP ranges. Player-level IP whitelist To enable a whitelisted IP range for a player, complete the following steps: 1) From the My Players section, click Edit to choose the player you wish to change. 2) Click the Security button. 3) Scroll to the Whitelisted IP Ranges list 4) Enter a specific IP address or specify a block of IP addresses using CIDR notation. (e.g /24) 5) Click Add. 6) Optionally, add additional IP addresses or IP ranges.

42 ! 39 7) Optionally, opt the current player out of the organizational-level whitelist. This will result in only the player-level IP blocks being applied.!

43 ! 40 CALLS TO ACTION Turning a regular video into powerful content and a lead generation tool is easy with Vidyard. One of the most popular ways to do this is by adding a Call-to-Action (CTA) to your video. CTAs come in two forms: 1) Popout CTAs that slide out beside the video while it is playing. 2) A Final CTA that is displayed when the video is complete. You have control of what is displayed in a CTA. You can include: Lead generation forms Links to related content Content with information related to the video such as descriptions or images This allows you to keep viewers moving forward through your content on a path that you control. It also stops them from straying off the path, which can happen if they are allowed to click out of your content or be lead away by ads or related videos that aren t yours. Create a Popout CTA A popout CTA allows you to display supplemental content at a configurable point in your video. To create a popout CTA, complete the following steps: 1) Log into Vidyard. 2) Scroll to the My Players section. 3) Click the Edit button next to the player you wish to add a CTA to. 4) Navigate to the video you would like to add the CTA to. 5) In the Advanced menu, click Popout CTA. 6) Click Add to create your CTA.

44 ! 41 7) Configure the popout CTA: Start time and duration. Width of the CTA. Check if CTA should close at end of video. 8) Populate the CTA with your content using the CTA Builder or using your own code using the Source button. Create a Final CTA A final CTA will can be displayed at the end of your player. The final CTA can display additional content to the viewer, redirect them to another location, loop the player or show the splash screen again. To create a final CTA, complete the following steps: 1) Log into the Vidyard dashboard 2) Scroll to the My Players section. 3) Click the Edit button next to the player you wish to add the CTA to. 4) In the Final Call to Action section, you can choose the action you would like to take when a video is complete: Show Call to Action Loop Playback Show Splashscreen 5) If you select Show Call to Action, you can choose the following options:

45 ! 42 Redirect to another page: This option will redirect the user to another page. Enter the URL to redirect to and select if the page should be redirected or opened inside the player. Create your own Call to Action: By creating your own call to action, you can display contact information, link to additional content or even embed a form from your favorite Marketing Automation Platform (MAP). Using the CTA Builder The Vidyard CTA Builder provides a quick and easy way to populate your popout and final CTAs with little to no development experience. You can use the builder to drag and drop elements into your CTA including text labels, forms and social media sharing buttons. You can access the CTA Builder when using either the popout or final CTA editors. Once open, the CTA Builder allows you to drag and drop various elements to create your own CTA.

46 ! 43 Use the Big Text and Normal Text elements to create custom labels for contact information or other details. Use the Button element to create a hyperlink to a URL. Use the Form feature to add custom fields and a submit button. Data from submitted forms will be ed to the account owner. Use the Social Media sharing button to configure a URL to be shared on various social networks. Embed MAP Forms Many Marketing Automation Platforms (MAPs) and CRMs allow you to create forms that can be embedded outside of MAP hosted pages. These forms can be embedded in Vidyard CTAs allowing you to provide a form to viewers while they are watching or when they complete a video. This allows you to generate leads when they are at peak interest and most likely to convert. To add a MAP or CRM form to a Vidyard CTA: 1) Copy the form code from your MAP or CRM. 2) When adding content to your CTA select Source mode. 3) Paste the form code into the CTA window. 4) If you wish, you can further format the form styling or add additional elements to the CTA. 5) Save the CTA as per the standard configuration procedure.

47 ! 44 Video Hubs Now that you have players stocked with amazing videos, you re ready to play them for your potential customers and show them the value of your business. What you need is a great way to display those videos and make sure they have a simple way to view the rest of your video library. You need Vidyard s Video Hub. Video hub is the best way to share your Vidyard videos without the risk of your viewers being distracted by videos or ads from other companies. Visitors to your video hub are provided with a branded page to view your Vidyard Player with the option to comment and browse the rest of your video library. Vidyard allows you to create a video hub with no development background. The process can be broken down into three parts: 1) Create and configure a new video hub 2) Choose the available players 3) Customize the look of your video hub Create and configure a new video hub A video hub can be created in the Vidyard dashboard by completing the following steps: 1) Log into the Vidyard dashboard at 2) In the top-right corner, click Advanced 3) Click Video Hubs 4) Click the New Video Hub button. You can also edit existing hubs from here by clicking the Edit button next to the hub you wish to change. 5) Enter a name and description into the appropriate fields. 6) Choose a subdomain for visitors to access your video hub.

48 ! 45 Note: For a more consistent brand experience, you can create a subdomain CNAME record for your domain pointing to hubs.vidyard.com. Visitors to your subdomain will be directed to your video hub hosted by Vidyard while preventing them from seeing the Vidyard domain name. 7) Configure the additional options: Enable search box: Determine if the search bar is visible on your video hub Show related videos: Determines if your other players are displayed on the video hub. Allow comments: Adds a Disqus thread to each of your players Allow downloads: Choose if visitors can download your videos to their local machines Enable embedding: Adds an embed button allowing visitors to embed your players on their site. Enable social sharing buttons: Determines if buttons to share your hub on Facebook, Twitter or LinkedIn. Player Management: Choose whether all players in the Vidyard account will be available in the hub or if players will be selected on the player tab. 8) Configure Social Feeds Enter the URLs for your organization's social media pages. These will appear as buttons in the top corner of the hub. You ve now successfully created your first video hub. Once your video hub has been created, you ll need to choose what Vidyard Players are going to be included.

49 ! 46 Choose the available players Click on the Players tab to choose what videos are visible in your hub. Note: In order to choose players for your hub, the Player Management setting must be set to "Select Specific Players" on the Settings tab. 1) Create a category by clicking the Add a Category button. 2) Give a name to the category. 3) Select how players will be added to the category. There are two options: a. Choose specific players - Gives you the option to choose which players are assigned to the category. b. Automatically assign by tags - All players with a specified tag will be added to the category automatically.

50 ! 47 4) Select the players that are assigned to your categories by clicking the Edit Players or Edit Tags button. Choosing a featured player: Some video hub themes support selecting a featured player. Depending on the theme, this player will usually receive a prominent location on the hub landing page. Choose a featured player by hovering over the players added to your hub. At this point, you have now created and populated a Vidyard Video Hub. You can send the address out in your marketing material and watch the views roll in. If you would prefer to customize the look of your video hub, you can do so with the help of the next section.

51 ! 48 Customize the look of your Video Hub The look of your Vidyard Video Hub can be branded to your preference through the use of a customizable logo and some HTML and CSS know-how. To begin customizing the look of your video hub, click the Design tab. 1) Choose the page layouts for your hub by clicking on the page type. Front Page: The page that is first displayed when someone visits your video hub. Search Result: The page displayed when a visitor performs a search. Watch Player: The page displayed when a visitor selects a video to watch. 2) Upload a logo by clicking the Upload Logo button. 3) Edit the appearance using HTML and CSS by clicking the Launch Editor button. You can use the video hub editor to modify the header and footer of your video hub page. You can also use CSS to override any of the style classes that exist on the page. When using the editor, changes to your video hub are previewed in real-time. These changes are not permanent until you click the Save button.

52 ! 49 Once you ve saved your changes, you re ready to begin sharing your customized video hub with the world.!

53 ! 50 SEARCH ENGINE OPTIMIZATION Search Engine Optimization or SEO is the utilization of various methods to promote and improve a web site and its contents with the purpose of increasing the number of visitors that come from search engines. To ensure multimedia content, such as videos, are properly indexed, a XML sitemap can be created. This allows search engines to learn about your content and include it in their search results. Sitemaps can be created manually and hosted on your website, however, Vidyard provides a method to create them automatically. Configure Your Sitemap Before you can add videos to a sitemap, you need to configure your robots.txt file to point search agents to your sitemap. If you do not have a robots.txt file, you can create one. You can learn more about robots.txt at the following location: To set up a video sitemap in Vidyard: 1) Click the Advanced menu. 2) Scroll down to the Video Sitemap for Video SEO section. 3) Enter the URL of your website where your robots.txt file resides. This is typically located in the root directory of your website.

54 ! 51 4) Add the provided line to your robots.txt file. 5) Once you have added this line to the robots.txt file, click the Verify button. Add a Player to Your Sitemap Adding videos to a sitemap allows search engines to index your multimedia content and adds contextual information, such as the title, length and description, of your video library that can generate search results pointing to your website. To add Vidyard players to your sitemap, complete the following steps: 1) Click the Edit button next to the player you wish to add to your sitemap. 2) Click the Add to Video Sitemap button. 3) Add the URL of your player s embed location and click Save.

55 ! 52 ANALYTICS CENTER What is the Analytics Center? When measuring the effectiveness of your video assets, the Vidyard Analytics Center provides you with data about all of your Vidyard players in one location allowing you to view detailed reporting. Accessing the Analytics Center 1) Log into your Vidyard account at 2) At the top of the screen, click Analytics. This section will describe some of the data you can find in the Analytics Center, and how you can use that data to make decisions about your video marketing campaign. Header The header provides you with key metrics at-a-glance about all of your Vidyard players. You can quickly see the following information: Number of views Number of unique views Minutes watched Most popular viewing region You can use the information in the header to provide a quick, high-level overview of how well your video assets are performing to groups outside of your marketing department. The numbers look great in presentations and the most popular region shows you if you are hitting your key geographic market. Export to CSV You can export your viewership data to a CSV file for viewing outside of the Analytics Center. Data can be exported using any of the filters available and is presented as a list of values inside the CSV. Using Filters The Vidyard Analytics Center allows you to filter the data you are viewing based on a number of criteria. You can use the filter to include results based on the following criteria:

56 ! 53 Player: View data for a particular player. If the player has multiple chapters, view data is cumulated for all chapters within the player. Chapter: View data for a particular chapter within a player. At least one player must be selected before a chapter can be selected. Data Type: Choose whether data is reported for all views or unique views only. Embed Location: If a player is embedded in multiple locations, you can view data for a particular location allowing you to track the effectiveness of one location over another. Geography: Track viewership data from a particular country to observe how your content is doing around the world. s: Select one or more addresses to observe viewership data specific to those users. This data can be used to track the engagement of the recipients of a targeted marketing campaign. Date Range: Select the date range over which the reporting should cover. You can use this filter to compare your data month to month or view all data within the last year. Careful tracking of your data over time will help you determine when it s time to refresh your content. General Data The general data section displays more detailed month-to-month metrics about your viewership. The Visitors graph, by default, will show the number of views for all of your players. You can use the data presented in the views graph to trend your views over the month to see drop-off rates for your videos, or how effective a marketing campaign is at driving views of your videos. Did you recently share a player on social media? You can use this graph to track your influence by determining how many of your friends and followers view your content.

57 ! 54 The Show Views by Player checkbox at the top-right of the graph will break out the graph by player allowing you to see each player in a consolidated view. Click the name of the player in the graph to remove it from the consolidated view. The Your Viewers section provides you with the following details: Current viewers Today s clickthrough rate All Time clickthrough Rate The Current Viewers count is updated in real-time and can be used to live monitor your viewership. You may want to watch this number to see the immediate impact after sharing a video over social media, or after a press release.