November 1

A worked example: from video to your first lead

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This walks one video all the way from start to finish. Follow it once and you’ll know every screen you need.

1. Make a list for the sign-ups

  1. Go to WP Lead Player › Subscriber List and click Add new.
  2. Enter a list name, for example “Pricing video sign-ups”, and save.

2. Add the video

  1. Go to WP Lead Player › Add Video.
  2. On the Video Settings tab, enter a Video Title, such as “Pricing walkthrough”.
  3. Under Video Sources, choose YouTube Video and paste a link with nothing after the video ID, for example https://youtu.be/ID.
  4. Enter a Width and Height, for example 640 and 360.
  5. Leave Autoplay on NO so viewers get sound when they press play.

3. Add the opt-in form

  1. Click the Opt-In tab and set Include Opt-In Box to YES.
  2. Set Location to Middle and enter 60 in Seconds.
  3. Write a Headline and Text, for example “Want the full pricing guide? Enter your email and keep watching.”
  4. Choose your new list for the sign-ups.
  5. Click SAVE AND CLOSE.

4. Put it on a page

  1. Edit a page and add the Lead Player Video block.
  2. Choose “Pricing walkthrough” from the dropdown.
  3. Save the page as a draft and preview it.

5. Test it like a visitor

  1. Copy the preview address and open it in a private window.
  2. Press play. At 60 seconds the form appears.
  3. Sign up with a test email.

6. See your lead

  1. Go to WP Lead Player › Leads. Your test lead is there, with the video it came from.
  2. Go to WP Lead Player › Retention and pick the video to see your play counted.

7. Send it to your email tool (optional)

Go to WP Lead Player › Integrations, add a webhook address from Zapier, Make or n8n, and click Send a test lead to this webhook (see Sending leads to a webhook).

Next steps

  • Once real viewers arrive, use the Retention screen to fine-tune the timing (see Choosing where to put your opt-in).
  • Try a split test on the wording.
  • Publish the page.

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