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.  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 or import video or record your screen:

  1. The Hippo Video widget appears on the top right corner inside Salesforce

  1. Click on New Video. You will see the video recorder window open in a new tab. 

  2. 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. Click here to see how to enable it.

  3. You can create a new video or import video from the Hippo Video library or record your screen.

    1. To learn how to create a new video, click here

    2. To learn how to import a video from the Hippo Video library, click here.

    3. To learn how to record your screen, click here.

  4. Once you have completed editing, your video is now ready to be shared.

  5. If you wish to change the background of your video, click on Virtual Background below the video preview.

  6. Click on Show Advanced Options below the video preview and then click on Grab the attention of your prospects with a GIF Preview link, choose a thumbnail for the video

  7. To add a meeting link, click on Add a link to book meetings/demos and increase prospect engagement link.

  8. You can also send out your video via a sales page, click the Choose a Sales Page to embed your video link.
    Note: To learn how to apply virtual background, select thumbnail, add meeting link (CTA), set sales page, click here.        

  1. Once you’re done, click on the Insert Video to finish up.

  2. You will notice the video gets pasted as a thumbnail inside the compose mailbox. 

  1. Now, click on the Send. You have successfully sent a video email to your prospect from Salesforce. 


To check out other topics related to this integration, click here.