Requirements:
Hippo Video Account. Sign-up here if you are a new user.
Hippo Video Chrome extension. Click on this link to install.
Hippo Video + Freshsales Suite integration. Click on this link on how to integrate.
To install Hippo Video App from the Freshsales Suite marketplace:
Go to Freshsales Suite Marketplace.
Search for the Hippo Video app and install it. During installation, you will be automatically signed up to the Hippo platform. If you already have a Hippo Video account, then you can sign in with your credentials.
Once installed, the Hippo Video app will appear in the Integrations section in Freshsales Suite. Toggle on the button to enable this app.
The app will appear in the email editor, email campaigns, journey templates, journey emails, and email templates.
Note: By default, only the admin will be able to install the App. All the users in the org will automatically be signed up in Hippo after installation. In case if a user wants to install the App from Freshsales Suite, he/she must get access rights from Admin.
To send video emails from Freshsales Suite:
Log-in to Freshsales Suite using your credentials.
You can send a 1:1 video email or bulk email.
To send a 1:1 video email, click on the Contacts/Leads from the quick navigation bar on the left and then click the respective contact.
Click on the top.
Or To send a bulk video email, select individual contacts by clicking the checkbox beside their names.
On selecting the recipients, the Bulk Email tab appears at the top left.
Click the Bulk Email tab. You’ll notice the Hippo Video icon at the bottom left.
Click on the Hippo Video icon. Select the option from the pop-up.
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.
You can create a new video or import a video from the Hippo Video library or record your screen and share it.
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.
To edit or personalize your video, click the Edit & Personalize button below the video preview and select Quick Edit or Personalize Video.
If you wish to send out your video via a sales page, click the Sales Page tab on the right side of the video preview and select from the existing template or create a new to embed. Click on the Thumbnail tab in the top right corner to choose a thumbnail for the video. Fill in the details and then click on Insert Video to finish up.
Again, click on Insert Video to finish up.
You will notice the video gets pasted as a thumbnail inside the compose mailbox.
Enter the prospect’s email and choose the template or enter the message below.
Now, click on the Send. You have successfully sent a video email to your prospect from Freshsales Suite.
Note: To learn how to track the shared videos for each prospect, click here.
To check out other topics related to this integration.
