Requirements

To login and navigate to the case layout: 

  1. Login to Salesforce.com, click on the Setup icon on the top right corner and select Service Setup from the pop-up.

  2. In the Search field (top), enter Case and then select Case Page Layouts from the left side panel.

  1. Now, click on the Case and then click on the Email tab. You will notice the Hippo Video icon at the bottom of the email compose window.

To record and send video emails from the case layout: 

  1. Click on the Hippo Video icon below the email compose window.

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

  3. You can trim your video or add text using the Edit option.

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

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

           

  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.