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Send video emails from Dynamic 365

Requirements:

  • Hippo Video Account. Sign-up here if you are a new user. 

  • Hippo Video Chrome extension. Click on this link to install.

To send video emails from Dynamic 365:

  1. Log-in to Dynamic 365 using your credentials.

  2. Click Contacs below Customers from the navigation bar on the left and then on the respective contact.

  1. On the right side of the screen, click the Plus icon and select Email from the pop-up.

  1. In the compose window, you’ll find the Hippo Video icon at the top.

  1. Click on the Hippo Video icon. Select the option from the pop-up.

  2. Before recording, if you have any lengthy scripts then enable the teleprompter. The Enable Teleprompter feature within Hippo Video will prompt your scripts on the screen and lets you talk without the need to check your notes. To learn how to enable it, click here.

  3. You can create a new video or import a video from the Hippo Video library or record your screen and share it.

  4. If you wish to add a virtual background, click the Virtual Background icon below the video preview and select the preferred one. To learn more about the virtual background, click here.

  5. To edit or personalize your video, click the Edit & Personalize button below the video preview and select Quick Edit or Personalize Video.   

  6. If you wish to send out your video via a sales page, click the Sales Page tab on the right side of the video preview and select from the existing template or create a new to embed

  7. Clicon the Thumbnail tab in the top right corner to choose a thumbnail for the video. Once you have completed it, click on Insert Video. You will notice the video gets embedded as a thumbnail inside the compose mailbox.

  1. Enter the prospect’s email id and the message. 

  2. Now, click Send on the top left. You have successfully sent a video email campaign to your prospects from Dynamic 365.

Note: Videos inserted will not be personalized.



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