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#1 Posted : Tuesday, September 4, 2018 1:26:13 PM(UTC)
Rank: Advanced Member

Posts: 123

Add a Video to a Campaign

​​​​​​​Mortgage Manager gives you the option of adding a video to your drip campaigns. This enhanced marketing tool allows you to efficiently convey your message to a large audience.

[Note: you can learn about creating a reusable video here]

Open a campaign and click on Select Template (Figure 1):

(Figure 1: Campaign - Select Template)

From the dropdown, select Contact Email Template (Figure 2):

(Figure 2: Campaign - Contact Email Template)

Click on Edit Full Screen (Figure 3):

(Figure 3: New Campaign - Edit Full Screen)

Place the cursor where you would like to drop the thumbnail for the video and click Insert/Record Video (Figure 4):

(Figure 4: New Campaign - Edit Full Screen - Insert Video)

Select your video from the list and click OK (Figure 5):

(Figure 5: New Campaign - Select Video)

The thumbnail for your video is now in your email (Figure 6):

(Figure 6: New Campaign - Video Inserted)

With this tutorial, you can now add videos to your campaigns.

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