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How to use the video flows set by your admin? (USER)

Video Flows can help customize and make edits to pre-set templates based on the guidelines set by the admin. To understand more about the feature benefits, click here

Here's a quick video on how to use the video flows set by your admin:

To navigate to the video flows: 

  1. Log-in to  Hippo Video with your existing credentials.

  2. Hover the mouse over the HV Studio icon in the left navbar and click on the Video Flows.

  3. You will be redirected to the Video Flows page where you’ll find the Custom Tags and System Tags.

    1. Custom Tags are tailor-made tags created by admins to manage and retrieve flows. If there are no custom tags available for an account, the custom tag filter will not appear.

Note: The video flows associated with custom tags are automatically moved to the Others category when deleted.
  1. System Tags are pre-made tags available by default for every Hippo Video user to manage and retrieve flows.

  1. Here you’ll find an option to search the video flows using various ways:

  1. Sort by - By default, it displays the Recent category. You can also opt for Name.

  2. Search - Enter the name of the video flow and press Enter; Click Clear to clear the content inside the box.

Note: The sort by, and search options works for each tags separately.
  1. Visibility settings for quick create - By default, all the system flows are enabled here. You can always show/remove the newly created flows inside the ‘+Create’ button (available at the top right) by enabling/disabling the toggle button.

Note:  This is applicable only for Admin.
  • To do that, click Visibility settings for quick create link at the top left.

  • Here, enable the toggle button near the appropriate flow and then click Save.

  1. In the left panel, you’ll find various tabs:

  • Recently used - Lists the latest 15 modified flows, either custom tags or system tags (the tag names will not be shown). The default flow will always be the first on top for easy access. 

  • All Flows - Already available and newly created flows will be shown here along with the tag names.

  • Filter By Tags - This includes the Custom Tags and System Tags

  1. By clicking the Create New Flow button on the right side of each tag will allow you to create a new video flow.

As a User, if you want to create the video based on the workflow set by the admin, please follow the steps below, 

  1. You’ll be able to see the template created by your Admin under Custom Tags.

  2. Hover the mouse over the respective template and click on the Use button.

  1. As you can see in this example flow, your Admin has already uploaded videos/completed the process for Card 1 and Card 3. Additionally, you are only allowed to import image to Card 2.

  1. Click the Import Image button to import an image.

  1. The Import Image window will appear.

  2. You can either select the video from your local drive or recorded videos (library). Select the appropriate video and click Proceed

  3. The selected image will be uploaded here.

  1. You can change the image by clicking on the Delete button at any point in time if needed.

To save and share the video:

  1. Once you’re done, click Merge and Next Step button at the bottom right.

  2. The Enter Video Details slider will appear.

  3. Now, enter the video name (mandatory), & description; select the folder where you want the video to get saved inside the library, and add tags (one tag is mandatory).

  4. Below the Enter Prospects Details’ section, enter the prospect's name and email address to track the prospect's activity made against the video.

  5. Once you’re done, click Save and Next button.

  1. You’ll be redirected to the sales page template. Here, you can add or edit the sales page template, if necessary.

Note: If the branding is not enabled for the template then you’ll not be able to edit the sales page template components, click here to learn more about branding. To edit the sales page template, you must contact your admin.
  1. If you edit any elements inside the sales page template and click on the Save and Next button, a pop-up will appear. 

  2. Click on the ‘Yes, Save and Set as Default for Me’ button to save the recent changes or ‘No, I Would like to use it just this once’ to use the modified sales page template only in this flow and retain the old one for next time.

  1. The ‘Save as new template and Set it default’ dialog will appear.

  2. Enter the template name and click Save to save the sale page template.

  1. Once you’re done with the sales page template, click on the Save and Next button.

  2. It will take you to the Shares & Tracking tab.

  3. Here you’ll find the video details such as video name (at the top left is editable), video status (draft/sent), edit sales page template (at the top right), shared with (last shared by), templates used (video flow & sales page template), activity summary (opened, viewed, played, & replied), video thumbnailvideo nameprospect email & name, shares (number of shares), actions (medium used to send the video - copy link, send email, share/embed code), and preview.

  1. Then, to share the video with the prospects click on the appropriate links such as copy linksend email, and embed code from the Actions column.

  2. Let's share the video via Send Email button. Enter the subject, choose a template and hit Send.

  3. Now, your video is successfully shared with the prospect.

Note: The Record Video at the bottom lets you create a new video with the same flow.

To check out the articles related to the video flows.

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