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Send quick campaigns from Dynamic 365

Requirements:

  • Hippo Video Account. Sign-up here if you are a new user. 

  • Hippo Video Chrome extension. Click on this link to install.

To send quick campaigns from Dynamic 365:

  1. Log-in to Dynamic 365 using your credentials and click on the Dynamic 365 - Custom card.

  2. Click Quick Campaigns below Marketing from the navigation bar on the left and then on the Email tab at the top.

  3. In the compose window, you’ll find the Hippo Video icon at the top.

  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 it.

  4. 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.

  5. To edit or personalize your video, click the Edit & Personalize button below the video preview and select Quick Edit or Personalize Video.   

  6. 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

  7. Clicon the Thumbnail tab in the top right corner to choose a thumbnail for the video. Once you have completed it, click on Insert Video. You will notice the video gets embedded as a thumbnail inside the compose mailbox.

     

Note: Videos inserted will not be personalized.
  1. Enter the prospect’s email id and the message. 

  2. Now, click Send on the top. You have successfully sent a video email campaign to your prospects from Dynamic 365.

Note: To learn how to track the shared videos, click here.


To check out other topics related to this integration. 




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