How to Optimize Videos for Conversions: Tips and Examples


You often read that most people prefer to watch a video than read text.

How true is that statement, really? You’ve been hearing about video for years now. Big brands are spending tens of thousands on videos that fall flat, while a lucky few are going viral.

But even they struggle to repeat their original success. And what do views have to do with actual money in the bank?

The state of video in 2020

According to the Cisco Annual Internet Report, online videos will account for 82% of all internet traffic by 2022.

Here are some more stats from Wyzowl’s survey that show just how much video is still growing:

  • An impressive 96% of people have watched an explainer video to learn more about a product or service.
  • People watch an average of 16 hours of online video per week, which is a 52% increase in the last two years.
  • In 2020, 86% of people would like to see more video from brands.
  • People are twice as likely to share video content with their friends compared to any other type of content.

But do promotional videos increase conversions? According to the same Wyzowl survey, 83% of video marketers say video has helped them generate leads. An added bonus is that video can drive more search traffic to your site, as tested by Wistia.

When asked about why video works, Michael Litt of Vidyard had this to say…


Michael Litt, Vidyard:

“Video gives customers a deeper understanding of a product that can really work to reduce hesitancy on purchase or sign-up. It’s like a nice office with an attractive male or female desk attendant. The presentation and organization goes a long way to generating comfort in the purchase decision.” (via Unbounce)

Tyler Kapper, photographer and videographer, added that many companies have seen big returns from video…


Tyler Kapper, Tyler KO Photo:

“The benefits of using product videos are clear.

  • Using video demos on product pages increased Zappos’ sales by up to 30%.
  • Shoppers who viewed video on Stacks and Stacks product pages were 144% more likely to add to cart than other shoppers.
  • On Ice.com, the conversion rate for shoppers viewing video on product pages increased by 400%, while return rates dropped from 12% to 9%.
  • Shoeline.com improved their conversion rate by 44% for product pages by adding videos.
  • Videos on the simplypiste.com product pages increased conversion rates by 25%, as well as leading to a reduction in the number of returns.” (via Bigcommerce)

But the results don’t come without difficulty. Studies have also highlighted how difficult video can be to perfect. In fact, 59% of marketers ranked it the most difficult type of content to create.

How to use video

As always, there are no absolutes in conversion rate optimization. Video doesn’t work 100% of the time… Even if it works a lot of the time. You always have to consider…

  • Context (for example, a video on the “about me” page of a lifestyle blog vs. just an image);
  • Visitor intent / interest level;
  • Visitor familiarity;
  • Visitor motivation;
  • Visitor demographic (for example, seniors might not have a new computer / fast connection).

The moral? Always test video. Like anything, it’s not a guarantee.

First, you’ll want to find a video marketing tool to help you. Here are some suggestions to get you started…

Then, you need to decide where to use video. There are five core ways to use it:

  1. On your homepage;
  2. On your product pages;
  3. For testimonials;
  4. On a dedicated landing page;
  5. Off-site.

The best way to determine where you should use video is to test it. Conduct the quantitative and qualitative research, come up with a hypothesis, and run an A/B test.

1. Homepage

Videos can be used on the homepage to introduce or explain a product and its benefits. This is especially true for highly technical, complex or new / innovative products. For service companies and agencies, they can be used to introduce the team as well.

Example: Revue

Revue is a tool designed to help create email digest newsletters. Here’s their homepage…

Revue's homepage with a 'watch video' button.

Their value proposition is quite strong—Revue is an editorial newsletter tool for writers and publishers. When you click “Watch video,” the message continues: you shouldn’t be using a marketing tool to send editorial newsletters. When clicked, the homepage disappears as the full-page video fades in…

Revue's homepage video, full-screen.

Below the fold, Revue also features a GIF-style video that shows you the inside of the tool.

The GIF-style video that demonstrates Revue's product.

2. Product pages

Before people purchase from an ecommerce site, they want to see exactly what they’re purchasing. Sometimes, a picture is enough, but sometimes a video is helpful as well. A picture shows you what it is. A video shows you what it is, how it can be used, how it compares to similar products, etc. It’s much easier to communicate value through video than a picture.

Example: VAT19

VAT19 sells a product called “Spicy Gummy Peppers” for $10.99. Here’s the product page…

The spicy gummy peppers product page from VAT19.

As you can see, you can hit the “play video” button or simply click the play button on the main product image.

When you click the video call to action, this player appears…

The spicy gummy peppers video from VAT19, full-screen.

Notice they chose to use YouTube as well.

3. Testimonials

If you read CXL regularly, you’ve read about social proof and how it’s still very effective. However, it’s changing from picture, name, title, quote to more attention-grabbing, authentic forms. Video testimonials are among those forms.

Example: Xero

Xero has a “Why Xero” page with various industries and fields (e.g., retail, ecommerce, nonprofit). When you select one industry, you see this in the lower part of the page:

The Xero case study with video.

The play icon with the “Watch the story” message makes it obvious that this is a video. When you click on the videos, the player pops over the page…

The Xero case study video in full-screen.

When using pop-up videos like this, you’ll usually have to select some display options, such as play/pause buttons, the progress bar, and the option to close the video. Test the options available to you before committing to one.

4. Dedicated landing page

In some cases, you might have an entire marketing campaign to go along with your video. In that case, you’ll want to set up a separate landing page and embed the video there. Following the video, there will likely be a call to try the product, social media buzz about the campaign, and so on.

Example: Vidyard

Vidyard created a campaign called “A Tale of Two Marketers.” One marketer was named Post and Pray Pete and the other was named Strategic Sue. The campaign was focused on getting marketers to identify as one or the other, and then become Strategic Sue with Vidyard.

Here’s the page…

Vidyard's landing page for "A Tale of Two Marketers."

Note that the video thumbnail is completely above the fold, along with the lead capture form. There is additional content below. The video isn’t a “nice to have,” it’s the basis of the campaign.

Here’s what happens when you click the video thumbnail…

Vidyard's "Tale of Two Marketers" video in full-screen.

In an older version of this campaign, there was a full lead capture form at the end of the video—now, it’s next to the video thumbnail.

5. Off-site

Another option is to use a site like YouTube or Vimeo to promote your videos. In this scenario, the video is not actually on your site, it’s hosted off-site by a third-party. Think of this the way you think of blogging. YouTube is a powerful search engine that works hand-in-hand with Google.

If you can create and optimize high quality videos, you can rank for competitive keywords. Before you get started, keep the following factors that impact YouTube ranking in mind:

  1. Watch time (how long people engage with your video);
  2. Keyword relevance (title, description, tags, transcripts, etc.);
  3. Number of subscribers;
  4. Comments, likes, dislikes;
  5. Video length.

Example: Whiteboard Friday

Moz‘s Whiteboard Friday is a great example…

Moz's Whiteboard Friday on YouTube.

Although this dedicated playlist on Moz’s YouTube channel doesn’t feature all Whiteboard Friday videos, there are more than 300 added at this point. As a result, playlist is a great way to feature them because you can set up continuous play. This means that after they’re done watching the latest video, they’re automatically shown the previous video in the playlist.

Check it out…

Moz's Whiteboard Friday playlist on YouTube.

Note the naming conventions here. Each video is named the way a blog post might be.

How to optimize video

Before you publish your first video, there are five things you need to consider. Of course, after the video is live, optimization doesn’t end. There are many different things you can test post-publication, but if you don’t get a lot of traffic, you’ll want to start out as strong as possible.

1. File size matters

No matter what you’ve been told, size does matter. Jeff Livorsi of Mightybytes agrees in his article, Sustainable Web Design: Optimizing Video for the Web

Matching your file type to the optimal platform reduces playback issues, therefore using less energy.

  1. .mp4 is a good quality video with a small file size and is the recommended format for YouTube and Vimeo.
  2. .mov is a high quality video with a large file size. This file type doesn’t play on windows without the help of VLC.
  3. .wmv is a good quality video with a large file size. It is also hard to play this format on Mac machines unless you have cross-platform multimedia player like VLC.
  4. .flv is a small file size, but need extra steps to bring up the quality. This format doesn’t play natively on most Mac and Windows machines. Also, it only works on browsers that support Flash.

If you self-host a video, you’re bound to slow down the load time as servers work harder. It’s the least sustainable option, especially if you plan to use video regularly (like for product pages).

You can also run video files through tools like Handbrake. Within “Source,” you can change the “Constant Quality” to 25 and check the “Web Optimized” box.

Of course, keeping your videos short and to the point helps with file size and load speed as well. That’s not to say videos over two minutes in length won’t load quickly, however.

2. Choose one desired action

As always, choose one desired action to call your viewers to. Don’t divide their attention with different asks… save it for another video. One call to action per video.

There are two main types of calls to action for videos.

  1. First, you can use annotations to get viewers to click through to another site while they’re watching.
  2. Second, you can capture information (name, email, etc.) via a form. The form can gate the second half of the video, it can appear at the end of the video, and it can slide out from the player mid-video.

What might you call your viewers to do? Well, here are some ideas…

  • Download your latest eBook or PDF;
  • Watch another, related video;
  • Visit another page or blog post;
  • Share the video with friends;
  • Submit their email for more information, a discount, a free trial, etc.

Here’s an example of a call to action that slides out from the player mid-video…

Video lead capture example.

Just be sure you’re not jumping the gun. Watching a video is a small commitment, especially if it’s watched on sites like YouTube or Vimeo. Don’t rush the viewer to make a big purchase. Develop a funnel and move them through it gradually.

3. Optimize videos for search engines

Above, you learned a bit about what YouTube looks for to determine video ranking. Rand offers some additional advice, urging you to put yourself in a searcher’s mindset when naming your videos…


Rand Fishkin, SparkToro:

“Your video’s naming convention is your opportunity to stand out in search. Name your video with carefully chosen keywords in a clear phrase format.

If you’re selling marketing automation platforms, consider that people searching on Google are not searching for “getting the most out of your marketing software,” they’re searching for “marketing automation” or “best marketing software” so your video’s title needs to have components like these in a logical sequence.

This might seem elementary, and we keep hearing this particular nugget of advice, but you’d be surprised at how many videos have cool marketing-lingo titles and miss out on a better search ranking.” (via Vidyard)

You can use a tool like Keywordtool.io, which scrapes searches, to identify high-value keywords. Then, use those keywords in your title, in your description, in your tags, etc.

According to Rand, having a transcript can make a difference as well…


Rand Fishkin, SparkToro:

“Although video is a visual medium, the text component is very important when it comes to SEO. Google can parse content, however they’re not extracting all the text from your video. You’ll want to transcribe your video or use a service to help you extract the text component.” (via Vidyard)

You can use SpeechPad, oTranscribeInqScribe or even Fiverr to transcribe your videos.

Finally, you can and should take advantage of Google’s rich snippets if you embed video on your site…


Rand Fishkin, SparkToro:

“If you want to give search engines some contextual information surrounding the embedded videos on your website, you’re going to have to speak to the search engine using a language it understands. For videos, this language is called videoObject schema. Using this, you can tell search engines about a thumbnail, transcripts, video length, and pretty much anything else you could possibly want to tell someone about your video.

Using the documentation found at schema.org, add the appropriate markup (a fancy word for code) to the page upon which your video is embedded. Doing this for all of your embedded video content will not only ensure that you’re telling search engines as much as possible about your video content, but it will also allow your search results to include thumbnails, descriptions, and other pertinent information about your video which will give you a more visual presence on the results page.” (via Vidyard)

One final piece of advice from Rand? Embed the video on your site and upload it to YouTube later to target different keywords. Promote them separately, as if they’re two different videos. This enables you to get reach on both, but prevents SEO cannibalization.

4. Optimize videos for mobile

It shouldn’t be surprising that videos are different on mobile than they are on desktop. Here are a few things you can do to optimize your videos for mobile…

  1. If the video is embedded on your site, make sure you have a dedicated mobile site or a responsive design.
  2. If you are self-hosting the video, make sure it adjusts properly when viewers rotate their mobile devices.
  3. If your video is under four minutes long, use an MP4 file.
  4. If your video is over four minutes long, use Apple’s HTTP Live Streaming.
  5. Make sure buttons are larger and easy to click.
  6. Make sure your calls to action work well on all mobile devices.

These quick tips are not a replacement for quality assurance. The only way to be absolutely sure your video is optimized for mobile is to see how it displayed on every mobile device, regardless of how new or old it might be.

5. Optimize position and size

Wistia found that as viewers scroll, play rate decreases. So, the further down your page a video is, the less likely it will be played. Just below the fold, play rate is 46%. Just one additional scroll down means a play rate of only 27%.

Note that this could very well be due to the fact that video often serves as a summary for those who don’t want to read all the way down a page.

They also explored whether video size has an impact on play rate. As it turns out, it does…

It turns out that there is a sweet spot for video width—between 401 pixels and 600 pixels. Videos of that size have the highest average play rate.

A video with a width between 401 pixels and 600 pixels doesn’t overwhelm a page, but it’s still large enough to entice users to engage. The slight bump you see on larger videos (greater than 1200 pixels wide) is from fullscreen videos, which leave the visitor with little choice but to press play.

There is no 10x here, however. This is one study from one company. If you have a video with a larger or smaller width, you’re not wrong. It’s simply worth testing if you have the traffic. If not, go with these basic optimization recommendations for now.

How to measure video

Wistia shows which metrics can be used to help you measure various factors (e.g., reach, quality, relevance)…

However, that raises a lot of questions. How do you measure conversations? Trust? Engagement? Which site metrics matter and connect to user experience?

This chart from Tubular Insights is perhaps a better tool for measuring success…

But, at the end of the day, three things matter…

  1. Play rate and watch rate: These are your engagement metrics. How many people started watching the video and how far into the video did they watch?
  2. Conversion rate: Do people who watch the video convert more often? How many people click the call to action within your video?
  3. Revenue: Measure close to the money. If you use HubSpot / Salesforce, you can see how much revenue was generated.

You can use native analytics in your video tool, Google Analytics, or Google Tag Manager to measure your success. Bounteous wrote a fantastic article on YouTube tracking in Google Analytics and Google Tag Manager. I suggest taking the time to read that article before continuing.

What to test

Start by split testing a video vs. no video. Remember, video isn’t a silver bullet that works well for everyone.

Once you’ve confirmed video is meaningful for your audience, begin A/B testing. While your testing options are endless and should be informed by extensive research, here are some general ideas…

  • Thumbnail;
  • Length;
  • Messaging / story;
  • Desired action;
  • Type of call to action;
  • Sharing options.


So, what do video views have to do with actual money in the bank? Not a lot. [Tweet it!]

It’s not enough to get one million views if none of those viewers actually buy your product. How many of you actually own a Squatty Potty? Or buy your razors from Dollar Shave Club?

Here’s what you can do right now to optimize your videos for real conversions…

  1. Don’t assume video will convert for you just because your competitors use video. Test it.

  2. Conduct qualitative and quantitative research to identify where a video would work best. Choose places of uncertainty and indecision.

  3. Size matters. Choose the right file type, don’t self-host your videos, make sure video files are web optimized, and keep them short.

  4. Choose one desired action per video. Don’t rush the viewer to make a big purchase.

  5. Optimize your videos for Google and YouTube, two very powerful search engines. Use a transcript, take advantage of rich snippets, etc.

  6. Optimize videos for mobile by choosing the right file type, using HTTP Live Streaming, etc. Quality assurance is important.

  7. Choose the right position and size for your video. Experiment with call to action placement.

  8. Measure as close to the money as possible. Play / watch rate, conversion rate, and revenue are your pillars.

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Join the conversation Add your comment

  1. “How many of you actually own a Squatty Potty? Or buy your razors from Dollar Shave Club?”

    To this point:

    I don’t know if these are really valid comparisons, because those advertisements are not designed to sell the product, they are designed to sell the brand.

    It’s like oldspice, who actually thinks “that’s damn good soap, I’m going to go buy some now” because of some hilarious video/image? No-one does, but the next time they are in the soap isle, they are going to be thinking of it.

    The next time a guy is looking at 15-25$ razors, he VERY well may whip out his cellphone in the middle of walmart/target and say “I remember that funny video for $1 a month, let me check”

    SO just remember that video can be used for a lot more than selling products and if you are limiting yourself to seeing an actual lift in sales immediately through video it may be disappointing.

    I like to run trends reports and social listening reports for the 4-5 days after publishing video, this gets a really solid idea of the traction you get, the ripples you make.

    1. Avatar photo

      Thanks for reading and sharing your thoughts, Shawn. I really appreciate it.

      In my opinion, the key is to ensure the next time they’re in that soap aisle, they remember that funny video and make a purchase (not just chuckle to themselves). The conversion doesn’t have to be immediate, but it needs to come eventually.

      You’re absolutely right, though. There is a big difference between the goal of off-site humor videos and the goal of homepage explainer videos, for example. And how to make funny / viral videos would be an entirely different article.

      What tools do you use for trends / social listening?

    2. Well I use my own reports from a central program I created that pings each social networks API for keywords and links directly to the media or account in question.

      I have had really good experiences with sprout social for 3rd party tools though, a friend of mine turned me onto them and they are great to work with, I prefer to build my own tools though.

      Each network has a curate ability built into its API, hell twitter gives you the option directly curator.twitter.com <- you can literally build a trends report of whatever the hell you want real-time on twitter without using your API credits! w00t.

    3. Avatar photo

      That’s awesome. Thanks Shawn! I’m sure people will find this helpful.

  2. This article has a lot of good tips. Most video producers focus on “pretty videos” and not a video that increases sales. Our customers are seeing that 68-85% of SaaS B2B buyers play videos on front pages of websites and 55-69% people watch the whole video. A “good” video increases conversions, a “bad” video decreases conversions.

    1. Avatar photo

      Thanks Allan. I appreciate the kind words.

      I couldn’t agree more. Thanks for sharing that data.

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How to Optimize Videos for Conversions: Tips and Examples