Requirements:

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.

 

  1. Select a lead from the list. You’ll find the Hippo Video icon at the bottom left of your email compose window.

  1. Click on the Hippo Video icon. Select the option from the pop-up.

  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. To learn how to enable it, click here.

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

    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, your video is now ready to be shared.

  5. If you wish to send out your video via a sales page, click the Sales Page tab on the top right corner to select a sales page template to embed and then, click on the Thumbnail tab on the top right corner to choose a thumbnail for the video. To learn how to set sales page and thumbnail, click here.   

  6. Then, fill in the details and click on Insert Video to finish up.

  7. 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.