To copy the video code from Hippo Video:
Click on the Assets icon from the left navigation bar > All Assets.
Open the video you wish to send.
On the right side of the video preview page, click on Share/Embed Code icon.
From the Email Marketing Software drop-down list, select Saleswhale and then click on Copy Code with Thumbnail.
To embed the video in Saleswhale:
Log-in to Saleswhale using your credentials.
On the menu bar, click on Topics.
You can either create a topic or choose from an existing topic.
Click on any one of the topics of your choice (E.g., Topic Name - ‘Video Email Demo’).
Now, select the step where you want the video to be added and then click on Edit Path.
In the Email Compose box, paste the code.
You will notice the video will get pasted as a thumbnail inside the Email Compose box.
Click on Save Email.
Once you’ve saved, click on Publish on the top right corner.
The video is now successfully added to a Topic and the Topic needs to be linked to a Campaign.
To link the topic with a campaign:
Click on Campaigns from the menu bar and then click on Create Campaign on the top right corner.
In the Create Campaign dialog box, enter a Name (E.g. Campaign Name - ‘Video Intro’).
Now, select the topic to which the video email was added (E.g. Topic Name - ‘Video Email Demo’).
Click on Create. The Topic is now successfully linked to the Campaign and the Campaign needs to be enrolled to a Lead.
To enroll a lead in the campaign:
Click on Leads from the menu bar and then select the lead by clicking the appropriate checkbox.
Then, click on the Enroll to Campaign link.
From the Campaign drop-down list, select the campaign (E.g. Campaign Name: ‘Video Intro’) containing the topic with a video email.
Note: Unpublished topics cannot be successfully added to campaigns.
Click Next and follow the on-screen instructions to proceed further.
Finally, click on Finish Enrollment.
You will be prompted with the message “We are currently processing your enrollment. Once done, we will notify you through email”.
Note: It will take a few minutes to receive the notification email.