Email sequences in Hubspot are a boon for sales reps as they help automate repetitive tasks and save a ton of time which can be productively used in prospecting and selling. 


Sales reps can make these emails look less automated and more human by adding videos to them and connect better with prospects thereby resulting in better response rates and sales.


Requirements:

  1. Hippo Video account.

  2. Hippo Video chrome extension. Click here to learn to install the chrome extension.


  1. Log-in to your Hubspot account.

  2. Click on the ‘Automation’ tab on top and then click on ‘Sequences’ from the menu. 

  3. You will find all your existing sequences listed here.

  4. To add videos to an existing sequence, hover your mouse over the sequence of your choice and click on ‘Edit’.


  1. You will find the sequence steps listed on this page. 

  2. To add a video in any of the steps, click on the ‘Edit’ icon on the top right corner.

  3. Click on the orange Hippo Video icon at the bottom of the ‘Edit template’ window. 

  4. You may either record a new video or choose an existing video from the library.

  5. To record a video:

    1. Click on ‘Record with Screen Recording’.


Note: You will notice webcam & mic being selected by default. To capture your screen while recording the message, select ‘Screen’. Otherwise, you can leave it unchecked and proceed to the next step.

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

    2. Click on ‘Finish Recording’ when done. 

  1. To choose an existing video:

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

    2. Select any video from the library and click on ‘Continue’.


Note: All videos can be personalised in the edit step. Doesn't matter if it's a newly recorded video or an existing video from the library.

  1. Now to personalize the video, 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. 


Note: You can add more than one merge field to the video. Fields like last name, company name, email, location etc. can be used to personalize the video as per your requirement and video content.

  1. Click on the “T” text icon again to add text along with the merge field.


Pro tip: It is recommended to add a short message or a greeting before or after the merge field variable. It makes the video more personal and lets your recipient connect better to you.


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

Note: This step determines the duration and position of the merge field (personalization) 
in the video.

  1. Once you are done with personalisation, click on the ‘Thumbnail’ tab on the top right corner to choose a thumbnail for the video


Pro Tip: It is always recommended to choose an animated GIF thumbnail over a static one.

  1. Once you’ve selected your thumbnail, click on ‘Copy to Clipboard’. 

  2. You can now edit or remove the email text in the edit template window and paste the video.


Note: Press Ctrl+V (if you are working on Windows OS) or Command+V (if you are working on Mac OS) to paste the video.

 

  1. You will notice your video getting pasted as a thumbnail.

  2. Click on ‘Update existing template’ and the template gets updated.

  3. You have successfully added a video email to your HubSpot sequence.

  4. You can now repeat these steps to replace as many text emails with videos in the sequence.


We just learned about replacing text emails with videos in a sequence. To add a new video email to the sequence, 


  1. Just click on the add (‘+’) icon in between the steps.

  2. From the ‘Add a new template/task’ window on the right, click on ‘+Create template’.

  3. Click on the orange hippo video icon at the bottom of the ‘Add new template’ window.

  4. Add a video by repeating from Step 9.