How to receive a slack notification when someone watches your video using Zapier

This is a quick guide covering the ZAP steps needed to send notifications about who watched your video to Slack

 

If you struggle with building automations and would like the assistance of the Potion team reach out support@sendpotion.com (We are typically available 9-5 EST Monday-Friday)
OR

If you would prefer someone to completely own the video automation for you reach out to graeme@sendpotion.com and we can set you up with one of our Potion Solution Partners.

 

  1. First you'll need to connect Potion with Zapier which can be done by completing steps 1-5 in this article.
  2. Select Create ZapScreenshot 2023-12-06 at 3-58-20 PM-png
  3. Select 1. Trigger from the editor an then search for Potion Screenshot 2023-12-06 at 3-59-29 PM-png
  4. Select the account (person who's video you want notifications for) from your available accounts. 
    1. If you don't see the account you're looking for select +Connect a new account. For more instruction follow steps 3 & 4 in this article on new account setup
  5. Copy the video ID from the video you want notifications for 
      1. Navigate to the video you want to receive notifications for views on. 
      2. Select Share Your VideoScreenshot 2023-11-29 at 8-38-23 PM-png
      3. Select Copy Video Template Link
      4. Paste this into your browser - You'll see something that looks like this
        1. The URL you see will follow this format https://app.sendpotion.com/videoID
          • For example 👇
        2. https://app.sendpotion.com/6532f65721947d4deecf672b
        3. Select the portion of the URL after your domain.com/ and copy this value. Screenshot 2023-11-29 at 8-43-43 PM-png
    1. Paste your video id into the the *Template Video ID fieldScreenshot 2023-11-29 at 8-45-38 PM-png
    2. Completed it should look something like thisScreenshot 2023-12-06 at 4-11-35 PM-png
    3. Select Continue -> Continue with selected record
  6. Create an Action → Search for the App you want the action to take place in. For our example, we'll be using Slack. 
  7. Select the Event you want to take place.
  8. Provide Zapier access to Slack. You may need to follow the Knowledge Base articles from slack to complete this step
  9. Define your Action
    • Channel* = What channel you want your notifications to appear in
    • Message Text = What you want to say in the message. You can use the Insert Data buttons to input info from Potion. The following three pieces of information are highly recommended to include in your message: 
      • Action = What the prospect did (watched, clicked on CTA button etc)
      • Video Link = Which video they watched
      • Prospect Email = Who watched the video
  10. Test & Publish! 

To test if this worked go to the channel you selected in Slack and confirm that your message appeared! 

 

By following these steps and leveraging the power of Zapier, you can now receive automatic Slack notifications whenever someone watches your Potion video. This allows you to stay informed about viewer engagement and potentially take further action, like reaching out to interested prospects. If you encounter any difficulties or prefer a more hands-off approach, don't hesitate to contact the Potion team for assistance.