1. Log-in to your Pipedrive account. 

  2. Click on ‘People’ under the ‘Contacts’ tab on the top. 

  3. Click on an existing contact and click on the ‘Email’ tab on the right inside the contacts page.

  4. You can also add a new contact by clicking on the ‘+ Person’ button on the top left. 

  5. In the compose email window, click on the orange Hippo Video icon at the bottom. 

     

  1. You will see a pop-up with two options - ‘Record with screen-recording’ or ‘Choose from library’. 

  1. To record a video:

    1. Click on ‘Start recording’ to record your message.

    2. Click on ‘Finish Recording’ when done. 

  2. To choose an existing video:

    1. Click on the ‘Choose from library’ button located on the bottom right tab. 

    2. All your pre-recorded videos shall be sorted by categories and displayed here. Select a video and click on ‘Continue’. 

  3. To personalize your video

    1. Click on edit video and click on the “T” text icon.

    1. Now click on ‘+Merge Fields’ and then choose ‘First Name’ from the list.

    1. You will notice the text ‘${First Name}’ getting added to the video. 

    1. You may choose to add a short message before or after the merge field variable.

    2. Click on the orange band on the seek bar to enter the start and end time of the personalized text.


                 f. Once you are done, click on ‘Insert Video’ to finish up. 

                       

  1. You shall notice the video gets pasted as a thumbnail. 

  2. Enter a subject line if you wish, and click on ‘Send’.