1. Login to Salesforce.com, click on the App Launcher icon on the top left corner and select 'Sales' from the pop-up.


  1. 1:1 video emails can be sent from the Leads tab & Contacts tab within Salesforce.  Navigate to any one of these tabs and select a lead listed below.



To send an existing video:

  1.  Select a video from the Hippo Video widget inside the Leads tab.

  1. Click on 'Preview' to ensure you’ve picked the right video and then click on 'Send Video'. 

  2. A thumbnail gets inserted in the email body. Add a personalized message & subject line and click 'Send'. 

 

To record a new video:

  1. From the 'New Video' drop-down menu located on the top right corner of the Hippo Video widget inside Salesforce, select 'Record Video'. 



  1. You will see the video recorder window open in a new tab. Click 'Start Recording' to record your message.

  1. Once you are done, click on 'Finish recording' followed by 'Copy Video Link' in the next window. 


  1. The 'record video' window (and tab) closes automatically. Note:Press Ctrl + V on your keyboard (if you are working in Win OS) or press Command + V (if you are working on Mac OS) to paste the video in the email and click on 'Send'.



To record a new video using Chrome extension:

  1. Install the Hippo Video chrome extension on your browser.

  2. To send a new video message, click on the 'Hippo Video - Video Recorder Icon' available below the email compose window under the leads tab.

  1. Click on 'Start Recording' to record your message and click on 'Finish Recording' once you’ve completed recording.

  2.  You can trim your video or add text right here using the 'Edit' option.

  3. Once you have completed editing, click on 'Copy to clipboard'.                           


         


  1. Press Ctrl+V (if you are using Windows) or Command + V (if you are using Mac) on your keyboard to paste the video in your email and click 'Send'.