How do I capture a viewer’s name, email, or phone number?

Q: How do I capture a viewer’s name, email, or phone number?

Use lead capture. Open the video’s Lead Capture tab, turn it on, choose the fields, and choose when the form appears. After the viewer submits, every later click and answer is reported under that person. Lead capture is on every plan.

Capture Viewer Name, Email and Phone in Video

Short answer

Use lead capture. Open the video’s Lead Capture tab, turn it on, choose the fields, and choose when the form appears. After the viewer submits, every later click and answer is reported under that person. Lead capture is on every plan.

How to do it

Open the video and click the Lead Capture tab.
Turn on the switch at the top of the page.
Under Timing & prompt, choose At start, First interaction, At time, or On interaction, and enter a Prompt.
Under Fields, choose Name, Email, Phone, and Custom ID. Tick Required for fields the viewer must fill in. Click + Custom field to add a text, number, date, checkbox, or dropdown field.
Under Behavior, choose whether to Allow skipping and whether to Remember viewers.
Under Alerts, turn on Email me each new lead or Email me on completion, and add other addresses if needed.
Click Preview and submit the form once to check it.

Lead Capture page in Mindstamp with the timing options At start, First interaction, At time and On interaction, the Custom field button and the Required column highlighted — Lead Capture: choose when to ask, pick the fields, add a custom field, and mark fields as required.

Lead Capture Behavior and Alerts cards in Mindstamp with Allow skipping, Remember viewers (Capture once, skip next time) and the email alert switches highlighted — Behavior sets whether viewers can skip the form and whether Mindstamp remembers them. Alerts email you about new leads.

Choose when to ask

At start: before the video plays. Use it for training, where every viewer must be identified.
At time: at a timecode you set. Use it in marketing, after the video has shown its value.
First interaction: the first time the viewer clicks a button, hotspot, text, or image.
On interaction: when the viewer clicks the one interaction you select.

Ask on a specific click

To ask when a viewer clicks something like “Get the guide”, open that interaction’s Settings and turn on Capture Lead. The form appears when the viewer clicks it.

Skip the form for known viewers

If the link already has a value for every selected field, for example ?name=Ana&[email protected], the form does not appear. When Remember viewers is on, a viewer who already submitted is not asked again.

Where leads go

Reporting > Viewers lists each identified viewer with their views and answers.
The captured values are variables, so {{name}} and {{email}} can personalize later text.
Integrations can send leads to other tools, for example Zapier (Core and higher) and HubSpot (Pro and higher).

Alerts

Instant lead alerts are on Core and higher plans. Email me on completion sends an email when a view meets the Minimum completion and Minimum score you set.