Requirements:

To record a new video:

  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 and select a lead listed below.

 

  1. Click on the 'Hippo Video - Video Recorder Icon' available below the email compose window under the leads tab.


  1. Click on 'Start Recording' to record your message and click on 'Finish Recording' once you’ve completed the recording.

  2. You can trim your video or add text right here using the 'Edit' option.

  3. Once you have completed editing, your video is now ready to be shared.        

  4. If you wish to send out your video via a landing page, click the ‘Landing Page’ tab on the top right corner to select a landing page template to embed.         

Here’s a Pro Tip: You can create one sales page for multiple videos and the entire team can use it while sending videos. The Merge fields will be auto-replaced by sender & prospect information eg: First Name, Company name, etc.

 

          

  1. Then, click on the ‘Thumbnail’ tab on the top right corner to choose a thumbnail for the video.    

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

  1. Once you’ve done, click on ‘Insert Video.

  2. Now, you will see the thumbnail gets inserted in the email body then click on 'Send.