Getting your video in your CRM is easy!
Watch the video below or follow the steps to find out how.
Click the image or view your video here
Step by Step: How to Send a Video Through the CRM Code
1. Click on the "QuickShare" icon on the video you would like to copy.
2. Paste into your CRM or Email Platform.
That's it! This will copy and paste your video with your default video landing page, calls-to-action links, and thumbnail.
Step by Step: How to Check Your Video Settings
Before you use the Quickshare or CRM Code, make sure you have the right video landing page, calls-to-action, and thumbnail.
1. Click on the gray "SEND & SHARE" paper plane icon on the video you want to copy
2. Click on the "CRM" button
3. Make your selections at the right under "Send and Share Setup"
4. Click "Copy CRM Code"
5. Paste into your CRM or email platform
Right-click and select "paste" or use control v to paste your hyperlinked video thumbnail.
For more assistance, please contact firstname.lastname@example.org or call us at 1.800.306.1445.