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Real Geeks Video Messaging

Send video messages from the CRM via email or text. Deliver a video message to multiple contacts at once in an eBlast. Or distribute video messages on an automated basis by adding them to Workflows.

Overview

Build relationships, showcase your personality, and educate your clients with Video Messaging.

Topics Covered in This Article:


Sending Video Messages from the CRM

Sending a Video in a Text

To add a video to a text composed in your CRM simply begin composing your text and click the camera icon once you are ready to add your video.

To record a new video: 

  1. Click the red circle to begin recording and the white square to stop recording.
  2. Clicking the white triangle will play back your video. If you are unsatisfied with your recording, click the red circle to begin recording a new video.
  3. Once satisfied with your recording, give your video a name and click save to add it to the email.

To add a video from your library: 

  1. Click Select a Video
  2. Locate the video you wish to include and click Insert to add it to the email.

A link to your video will be added to the text message.

When the video link is clicked, the user will be taken to a page on your Real Geeks website dedicated to the video message. Once your message has been viewed, the user can easily continue browsing your website.

Sending a Video in an Email

To add a video to an email composed in your CRM, begin composing your email and click Add a Video

  1. Click the red circle to begin recording and the white square to stop recording.
  2. Clicking the white triangle will play back your video. If you are unsatisfied with your recording, click the red circle to begin recording a new video.
  3. Once satisfied with your recording, give your video a name and click Save to add it to the email.

To add a video from your library: 

  1. Click Select a Video
  2. Locate the video you wish to include and click Insert to add it to the email.

Once you have recorded or selected a video, a five second GIF preview will be added to your email.

When the GIF preview is clicked, the user will be taken to a page on your Real Geeks website dedicated to the video message. Once your message has been viewed, the user can easily continue browsing your website.

How to Record & Upload a Video

Any video messages you save will be stored in your Video Library.

To access your Video Library, click here to open the Workflow-Drip system. Next, select "Videos" in the top navigation bar. From here you can add and manage video messages. 

To add a video to your library, select Add a Video in the top right-hand corner of the page.

Give your video a name and add it to a category (optional). Then, record your video or upload an existing video from your computer. 

To record a new video: 

    1. Click the red circle to begin recording and the white square to stop recording.
    2. Clicking the white triangle will play back your video. If you are unsatisfied with your recording, click the red circle to begin recording a new video.
    3. Once satisfied with your recording, click Save to save the video to your library.

To upload a video from your computer: 

    1. Click Upload a Video then Browse to select a video file from your computer.
    2. Click Save to save the video to your library.

To edit an existing video in your library, click Edit on the right-hand side of the video. From here you can:

    • Rename or categorize your video.
    • Create a new email template with your video that can be used in your Workflows as well as the eBlast feature by clicking  Add Email Template
    • Create a new SMS template with your video that can be used in your Workflows by clicking Add SMS Template
    • Download a video you have recorded by clicking the three white dots in the bottom right-hand corner of the video and selecting Download.
    • Delete the video from your library by clicking Delete Video

Be sure to click Save to save any updates made to your video.

 

Adding Videos to CRM Email Templates

To update the email templates in your CRM to include video messages or create new email templates utilizing the Video Messaging feature, head over to your CRM Email Templates and either:

  • Open an existing email template you wish to update by selecting Edit
  • Create a new template by selecting Create New
  • Or add to a template from the Real Geeks Template Library by selecting Library

Then, click Add Video once you are ready to add your video to the email template.

 

To record a new video: 

  1. Click the red circle to begin recording and the white square to stop recording.
  2. Clicking the white triangle will play back your video. If you are unsatisfied with your recording, click the red circle to begin recording a new video.
  3. Once satisfied with your recording, give your video a name and click Save to add it to the email.

To add a video from your library: 

  1. Click Select a Video
  2. Locate the video you wish to include and click Insert to add it to the email.

After recording or selecting a video, a five second GIF preview will be added to the email template.

When the GIF preview is clicked, the user will be taken to a page on your Real Geeks website dedicated to the video message. Once your message has been viewed, the user can easily continue browsing your website.

To save your email template click or

FAQs

How long can my video message be?

You can record up to 10 minutes of video. There is a size limit of 1 GB for uploaded videos. Keep in mind, the larger a recorded video is, the longer it will take to process and send.

I have multiple users in my CRM. Can everyone record videos?

Yes. All CRM users will be able to record, save, and add videos to emails and text messages in the CRM. However, only users with Workflow-Drip permissions will have access to edit or delete videos.

Is 4k video supported?

Yes.

Can I add videos to my CRM text templates?

We do plan to allow video messages to be added to CRM text templates, but it is not an option at this time.

How will I know when someone watched my video?

We do plan to allow CRM users to track when a video message has been viewed, but it is not an option at this time.

What OS and browsers are supported?

Video message recording is only supported by Chrome and Firefox browsers at this time. Recording video messages is not supported by iOS devices or the Safari browser.

What file types are supported?

These are the file types that are supported for uploading videos:

  • .WEBM, .MP4, .MPG, .MOV, .AVI, .FLV, .MPG, .M4V, .MKV, .X-MATROSKA

 

 

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