Sending or Sharing a video from your online Covideo account is easy! Check out the video and guide below for more information!

To send or share a video from your video library, click the “Send & Share Button” on the video. At the top of the page there are multiple tabs with different sending and sharing options to switch between.

On the send tab is where you can send emails and SMS text messages directly through Covideo.

In the recipient box, you can add any of your existing contacts or “Create New Customer” to manually enter in new contact information. To send an email or SMS, the contact must have an email and/or phone number respectively.

On the right side of the page are options to choose which landing page and CTA set you like to use. As well as settings for “ Email View Notifications”, “Reactions and Comments”, and “Video Reply”.

For emailing the video, the first box is for your subject line. This box works the same as in any other email provider. All you need to do is type in your subject line.

In the email body editor, there are many options for designing and customizing your email. The thumbnail of the video will automatically be added. Clicking the edit icon next to it, opens extra options including a thumbnail selector, thumbnail size, alignment, and rounded corners. Click “save & close” when done.

“Text Box” adds a new text box to the email, where you can write any message you want to accompany the video. All of the typical text editing options are located at the top of the editor, including hyperlinking your text. Click “save & close” when done.

If you have a common email that you don’t want to type out every time, you can create a template and select it when sending an email. Watch our “how to” video on templates and variables for more details.

“Image” adds an image directly within the email. You have the option to upload an image from your computer or select an image from the “files’ in Covideo. There are settings for the size, alignment, and rounded corners of the image. Click “save & close” when done.

“Signature” adds your email signature to the message. The signature can be edited from here as well. Check the “Update signature” box to save the changes to your account too. Watch our video about email signatures for more information.

The elements within the editor can be rearranged by clicking the arrows next to them. Though the signature will always be at the bottom. There’s edit and delete icons on elements on elements that can be edited or deleted.

You can swap between desktop and mobile previews by clicking their icons at the top of the editor. Additionally, you can add attachments to the email from your computer or your Covideo files.

When sending an SMS, you can type the message directly into the box. Like with email, you can attach files, add variables, and use templates.

Back at the top of the page is the option to preview how the video will look with your selected landing page and CTA set. With “Schedule”, you can choose a date and time that the message will be sent out. On the “Schedules” page under your username, these scheduled messages can be reviewed, edited, and deleted before they’re sent out. The “send” button will send out the email and/or SMS message immediately.

On the “share” tab are various methods for sharing out your video. On the right side, you can select which landing page and CTA set you’d like to use. “Copy Video URL” will copy just the url link of the video which you can then paste elsewhere. “Copy CRM Code” copies a rich text link that will paste the video as a hyperlinked video thumbnail. See the image below:

Clicking “share on Facebook, Twitter, or LinkedIn'' posts a Covideo link in a new post on that social media site, after you’ve logged into your account. These posts are a link to your video on a landing page, not a direct video upload to the post. “Youtube” will upload the video to your account, but won’t show analytics like on the “publish” tab.

On the “Embed” tab, you can copy an HTML code to your clipboard for embedding directly into other websites.

On the “publish” tab, you can publish your video directly to a social media account. To connect your accounts, navigate to your “social profiles” under your username. Click the corresponding “login” button for the social media site and login to your account to give Covideo access to only post videos and gather video analytics.

It’s important to keep in mind that due to Facebook and LinkedIn security settings, only Facebook Business pages and Linkedin Organization pages can be connected to Covideo for this feature. Personal accounts can not be connected. For YouTube though, any account can be connected.

Once the accounts are linked to your Covideo account, they’ll show up under the “publish” tab. Check the box of where you’d like the video to be published. Add a video description and change the title if you’d like. Then click the “share” button at the top. The published video will open in a new tab.

“Publish History” will show any times the video has been published to social media in the past. Additionally, under the analytics of the video will be the “social” tab which shows various data on your video’s performance. If the video was published to the same platform more than once, it will show up separately in analytics.

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