Requirements:

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

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

To create email templates inside Dynamic 365:

  1. Log-in to Dynamic 365 using your credentials.

  2. Click on the Settings icon on the top right and then select the Personalization Settings link from the list.

  3. In the Set Personal Options pop up, click on the Email Templates tab. 

  1. Now, click the New button on the left. 

  1. You will see a pop-up window that requires you to select the Template Type

  1. Here for e.g., the Template Type is selected as Global.

  2. Click OK. You will see a pop-up to create a new email template.

  3. Now, click on the Hippo Video icon on the top.

  1. You will see a pop-up window with two options - ‘Record with screen-recording’ and  ‘Choose from library’.

Note: Webcam Mic are selected by default. To capture your screen while recording the message, select Screen. Otherwise, you can 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 on Start Recording to record your message.

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

  1. To personalize your video:

    1. Select the text New Recording above the video to change the default video name to a name of your choice.

    2. Edit Video and trim out any awkward pauses at the beginning or end of 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 icon to add text.

  3. You can also insert merge fields such as Email, First Name, etc.

  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 have completed editing, your video is now 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 by sender & 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 you’re done, click on the Insert Video

  2. You will notice the video gets pasted as a thumbnail inside the compose mailbox.

  1. Enter the title and subject for the email template. 

  2. Then, click on Save and Close at the top. 

  3. To view the template, click on the Refresh icon (marked in the below screen). Your template will be listed.

  1. Click Ok

Finally, you have successfully created an email template.