To create an email template from SalesLoft:

  1. Log-in to SalesLoft using your credentials.

  2. Click Templates from the quick navigation bar on the left.

  3. On the right, click Template Actions > Add Template.

  1. Select the type of template you want to create.

  1. Click on either Personal or Team and then click Next.

  2. In the create template window, enter the template name (mandatory) and the subject.

  3. Then, click the Hippo Video icon located on the top right side.


  1. You will see a pop-up with two options - Record with screen-recording or Choose from library.

Note: Webcam Mic are selected by default. If you want to capture your screen while recording the message, select Screen. Else, leave it unchecked and proceed to the next step.

  1. To record a new video

Note: 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.

  1. Now, click Start Recording to record your message.

  1. Once the recording is complete, click Finish Recording.

  1. To personalize your video

  1. Change the text “New Recording” above the video to a name of your choice.

  2. Use the Trim Video option, to trim any awkward pauses in the video by clicking on the Scissor icon.

  1. You can also crop, add emojis or callouts, blur out parts of the screen or resize your video.        

  2. Click on the T (text) icon to add text.

  1. Use the orange seek bar at the bottom to enter Start Time and End Time for the text and click Save. It determines the duration and position of the text in the video.

  1. Once you complete editing, your video is ready to be shared.

  2. 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 with the prospect information eg: First Name, Company name, etc.

       

  1. Thenclick 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 done, click on Copy to Clipboard

  1. Fill in the details and then click on Copy to Clipboard.

  2. Press Ctrl+V and you will notice the video gets pasted as a thumbnail inside the create template window.

  3. The Preview Mode will show how your  template will look.

Note: Click on the Dynamic Fields icon at the top and select the merge fields, if required. 

  1. Now, click on Save. Your email template will be saved.