Requirements:
Hippo Video Account. Sign-up here if you are a new user.
Hippo Video Chrome extension. Click on this link to install.
To insert and send an existing email template from Dynamic 365:
Log-in to Dynamic 365 using your credentials.
Click on Quick Campaigns below Marketing from the navigation bar on the left and then select the Email tab from the top.
Note: It is mandatory to select the recipient before inserting the template.
Click on the Insert Template tab.
Select the appropriate template from the list and then click Apply Template. The selected email template will be inserted inside the email compose box.
Now, click Send at the top. You have successfully sent a video email campaign to your prospects from Dynamic 365.
To check out other topics related to this integration.
