Sharing screen record videos is a great way to engage with prospects and can be used at different stages in the sales cycle. 

Requirements:

To create a screen record video:

  1. Log in to your HubSpot account using your existing credentials.

  2. Click on Contacts under the Contacts drop-down menu.  

  1. Click on your prospect’s name from the list and select the Email icon under their name.

  1. Click on the orange Hippo Video icon at bottom of the email window.


  1. Select the Record your screen from the pop-up. To learn how to record a product explainer video, click here. You can also create a variety of videos by recording your screen. E.g., Quick product demo video, Sales deck presentation, etc.

  2. Be sure to utilize mark-up tools like Click Animation, Highlight, Cursor, etc, to draw your prospect’s attention. For more information on the use of Markup Tools, please click here.

  3. Once you have completed, your video is now ready to be shared.

  4. Click the Edit Video and Scissor icon to trim out parts of your video. To learn more about the Edit Video feature, click here.

  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 Copy to Clipboard.

  7. Paste the video in your email window

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

  1. Send Email to send the video to your prospects.


To check out other topics related to this integration, click here.