How to Send Personalized Videos from the Mobile App
What Are Personalized Videos?
Personalized videos are a feature within the CRM mobile app that lets you record and send a custom video message directly to a contact via SMS or email. This tool allows you to add a human touch to your communication for tasks like introductions, appointment reminders, or follow-ups, all without needing any external software.
Benefits of Sending Video Messages
Incorporating video into your outreach can significantly improve your communication results.
- Builds Trust: Adding your face and voice creates a more authentic connection.
- Improves Engagement: Video messages often see higher open and reply rates than text alone.
- Reduces Missed Appointments: A friendly video confirmation can help decrease no-shows.
- Re-engages Leads: A personal video can be more effective at warming up cold contacts.
- Enhances Professionalism: This feature helps your business stand out with modern, personal communication.
How to Send a Personalized Video
You can create and send a video message in just a few steps from your mobile device.
Step 1: Start a Conversation
Open the mobile app and navigate to an existing conversation with your contact, whether it's via SMS or a connected social messaging platform.
Step 2: Access the Video Feature
In the conversation screen, tap the plus (+) icon to open the menu of attachment options.
Step 3: Record Your Message
Select the "Video" option from the menu. This will launch your device's camera so you can record your message. Once you are finished recording, confirm you want to use the video.
Step 4: Send the Video
The video will be processed and sent as a unique, branded link within the conversation. The recipient can tap the link to watch the video instantly in their mobile browser—no app download is required.
Note: The video is delivered as a link with a preview image. Video watch analytics are not currently available for this feature.
Best Practices for Video Messages
Follow these tips to make your video messages more effective.
- Keep it Brief: Aim for videos between 30 to 60 seconds in length.
- Personalize It: Use the contact's name and reference details specific to them.
- Be Engaging: Smile, speak clearly, and look at the camera.
- Include a Call to Action: End your message with a simple request, like asking for a reply or confirmation.
Common Questions
Can I send videos from the desktop version of the CRM?
No. The personalized video recording and sending feature is only available within the mobile app.
Is there a limit on video length or number of videos?
While there is no set limit on the number of videos you can send, it is recommended to keep individual videos under two minutes for reliable performance and upload times.
Can I add a clickable button or landing page link to my video?
The native feature sends the video as a viewable link. You can include text in your message, but you cannot embed interactive call-to-action buttons or full landing pages directly within the video player.