Share Meeting Recordings as Community Posts

Sharing a Recording as a Community Post

Transform your meeting recordings into active discussions within your CRM's Community feature. The Share as Post function enables you to publish recordings directly to a Community, eliminating the need for manual downloads and re-uploads. This streamlines collaboration by allowing teams to easily extend conversations and share insights after a meeting has concluded.

Key Advantages

Using this feature offers several benefits for team collaboration and content management.

• Streamlined Publishing: Skip the manual steps of downloading a video file and creating a new post; the recording is shared directly.
• Enhanced Engagement: Post recordings where your team already communicates to keep the discussion going.
• Automatic Post Creation: The post composer is automatically populated with the recording's title and the video attachment.
• Flexible Destination: You can change the target Community before publishing without having to start over.
• Content Reusability: Easily turn one-time meetings into searchable, permanent resources for your Community members.

How to Share a Recording

Follow these steps to publish a meeting recording directly to a Community.

1. Navigate to your list of available meeting recordings within the CRM.
2. Open the specific recording you wish to share.
3. Click the Share as Post button or option.
4. A modal will appear. Use the search function to find and select the desired Community.
5. The Community post composer will open, pre-filled with the recording's title and the video attached.
6. You can add any additional text, such as discussion prompts or context, to the post.
7. Click Publish to share the recording to the Community. A success message will confirm the action.

Frequently Asked Questions

Can I edit the post before publishing it?
Yes. After selecting a Community, the post composer allows you to review and modify the content before publishing.

Is the video file attached automatically?
Yes. The recording is automatically attached to the new post; no manual upload is required.

Can I choose a different Community after I've started?
Yes. You can switch the selected Community directly from the composer without losing your progress.

Do I need to download the recording first?
No. The Share as Post feature handles the entire process without requiring a manual download.

What confirmation do I get after publishing?
A success modal appears, giving you the option to close the window or view the newly published post in the Community.