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 1:1 video emails from Salesforce Classic:

  1. Log-in to Salesforce using your credentials.

  2. Click on Leads/Contacts (button or option) from the top menu and select a prospect from the list.

  3. Click on the Send an Email button.

Note: We recommend using HTML as an Email Format because Salesforce Classic will not support Thumbnail and HTML links.

  1. In the compose email window, click on the Hippo Video icon at the top right.


  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. 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. Click on Edit Video, to 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 and  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 that you choose an animated GIF thumbnail over a static one.


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

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

  1. Enter the prospect’s email and choose the template or enter the message below. 

  2. Now, click on the Send. You have successfully sent a video email to your prospect from Salesforce.

To track the prospect’s activity against videos sent via leads:

  1. Click on Leads (option/button) from the top menu and select a prospect from the list.

  2. You will be able to see the Notes for each email sent.

  1. To view the notes in detail, click on the appropriate notes.

To track the prospect’s activity against videos sent via contacts:

  1. Click on Contacts from the top menu and select a prospect from the list.

  2. You will be able to see the Notes & Attachments for each email sent.

  1. To view the notes in detail, click on the appropriate notes.