To create an email template from SalesLoft:

  1. Log-in to SalesLoft using your credentials.

  2. Click Templates from the quick navigation bar on the left.

  3. On the right, click Template Actions > Add Template.

  1. Select the type of template you want to create.

  1. Click on either Personal or Team and then click Next.

  2. In the create template window, enter the template name (mandatory) and the subject.

  3. You’ll find the Hippo Video icon located on the top right side.

  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. Then, fill in the details and click on Copy to Clipboard to finish up.

  7. Press Ctrl+V and you will notice the video gets pasted as a thumbnail inside the create template window.

  8. The Preview Mode will show how your template will look.

Note: Click on the Dynamic Fields icon at the top and select the merge fields, if required. 

  1. Now, click on Save. Your email template will be saved. 

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