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Send video emails within Salesforce (using HV Widget)

Requirements:

  • Hippo Video account. Click here to Sign Up.

  • Salesforce Add-on


To send 1:1 video emails from Salesforce:

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

  2. 1:1 video emails can be sent from the Leads tab & Contacts tab within Salesforce.  

  3. Here, for example, click on the Leads tab and select a lead listed below.

  1. You’ll notice that the Hippo Video widget appears on the right of the page.


To send an existing video:

  1. Move your cursor near the respective video.

  1. Click on 'Preview' to ensure you’ve picked the right video.

  1. Then click on 'Send Video'. You’ll notice that the thumbnail gets inserted in the email body.

  2. Add a personalized message & subject line and click 'Send'.

 
To record a new video, import video, or record your screen:

  1. Click on New Video and select Record Video from the pop-up.

  1. You will see the video recorder window open in a new tab. 

  1. Before recording, if you have any lengthy scripts then enable the teleprompter. The Enable Teleprompter feature within Hippo Video will prompt your scripts on the screen and lets you talk without the need to check your notes. To learn how to enable it, click here.

  2. You can create a new video (start recording button), record your screen and share it (record screen button) or import a video from the Hippo Video library (upload button).

  3. Click on the Video Thumbnail icon below the video preview to choose a thumbnail for the video. To learn more about the video thumbnail, click here.

  4. If you wish to add a virtual background, click the Virtual Background icon below the video preview and select the preferred one. To learn more about the virtual background, click here.

  5. To edit or personalize your video, click the Edit & Personalize button below the video preview and select Quick Edit or Personalize Video. To learn more about the editing features, click here.

  6. By default, the sales page for your video is set. You can send your video via a sales page or not by clicking on the respective icons, such as removeview, or edit.

  7. Scroll down and choose the Interactive Video CTA tab > In-Video Meeting Link to add a link to book meetings/demos and increase prospect engagement link.

  8. Once you have completed it, your video is now ready to be shared. Click on Insert Video

  1. You will notice the video gets pasted as a thumbnail inside the compose mailbox. Hit Send.

  1. The video email is sent successfully to your prospect from Salesforce



To check out other topics related to this integration.  



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