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.

  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.

    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. Once you’re done, click on the Insert Video

  7. 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, click here.