The email templates work as a great time-saving feature. It helps you send similar emails to multiple recipients at different stages in the sales funnel. You can create and send video email templates from Groove with Hippo Video integration.
Requirements:
Hippo Video Account. Sign-up here if you are a new user.
Hippo Video Chrome extension. Click on this link to install.
Hippo Video + Groove integration. Click on this link to check out the steps for integration.
Let’s see how to create your first template from Groove!
Log in to Groove using your credentials.
Select the icon from the left-side panel.
Hover the mouse over the Plus icon in the upper right-hand corner to choose a template.
Here, you’ll find an option to create a folder and select the template of your choice.
For example, select the Email Template.
Note: The Folder gets selected by default.
Enter the Template Name and Subject.
The Merge fields in Groove allow you to pull in virtually any field from Salesforce specific to the person you're reaching out to.
Click on the {!...} icon to see available fields from Salesforce. This includes first name, title, company name, and much more.
By selecting the appropriate merge fields, you’ll be able to track the performance accordingly.
You’ll notice the Hippo Video icon at the top right of the template window.
Now, the world of videos is open to you. So go head and create a new video, import a video from the Hippo Video library, or record your screen.
Once you’ve completed your recording, you must select the user type as Leads/Contacts to whom the video will be shared. This lets you track the performance with ease.
Note: Based on the user type (leads/contacts) selection in Hippo Video, we’ll map the respective merge fields in Groove. For example, if you select the merge field as First Name, for Leads is {!Lead.FirstName} and Contacts is {!Contact.FirstName}.
Your video now is ready to be shared.
Click the Copy to Clipboard button.
Paste it inside the Template Window as a thumbnail and hit Save.
You’ve successfully created an email template. The created folders and their respective templates will get listed.
To check out other topics related to this integration.
