General Integration Concepts

Embed Options: Video Link vs Visual Placeholder

Method	Where to add in your CRM	How-to
Video Link (URL)	Button/Image link field	Copy the PURL from Blings and paste it into the link/URL setting of your email component.
Visual Placeholder (HTML banner)	HTML/Code content block	In Blings, click Copy HTML. In your CRM’s email editor, drag in an HTML (or Code) block and paste the snippet.

Test Your CRM Integration

Test your CRM integration

• Send to at least two contacts with/without first name.

• Click-through opens video with correct data.

• Analytics event logs viewer’s email/ID.

• Mobile and desktop rendering verified.

Link-Tracking & UTM Best Practices

Use UTM parameters to measure video link performance:

https://app.blings.io/xyz/embed?name={{ contact.firstname }}&utm_source=hubspot&utm_medium=email&utm_campaign=onboarding

• Set utm_source to the CRM or tool.

• Set utm_medium to email, push, etc.

• Set utm_campaign to match your internal campaign name.

• Track results in Google Analytics or your BI tool.

Merge‑Tag Quick‑Reference Table

Platform	First‑Name Syntax	Notes
HubSpot	{{ contact.firstname }}	Supports default values
SFMC	%%FirstName%%	Works in Email Studio & CloudPages
Klaviyo	{{ first_name }}	Filters: default:'', url_encode
Braze	{{${first_name}}}	Liquid subset
Iterable	{{recipient.firstName}}	Case‑sensitive
ActiveCampaign	%FIRSTNAME%	Use Personalize → First Name
Mailchimp	`*	FNAME
Marketo	{{lead.First Name}}	Add :default= filter
Zoho	${Contacts.First Name}	Type # to insert
Pipedrive	{{Person First Name}}	Insert field button

Use URL‑safe encoding on text variables that may contain spaces; most CRMs offer a url_encode filter or equivalent.