How to Add Video in an Email Template

How to Add Video in an Email Template

How-to-Guide

Introduction

Now, more than ever video marketing is essential to connect with your clients and differentiate from your competition.
In BluMortgage CRM, you can add your videos into email templates and send them off as a newsletter, drip campaign or even a single email. Watch the guide below to learn how to add videos into your templates.

Loom

Loom is a great tool to quickly record videos of yourself or your screen. This makes it especially useful for walkthrough videos (like explaining a commitment document!).
If you don't have Loom already you can get started here
Once you have your Loom account setup, it makes it super easy to record a video and embed the video right within a BluMortgage template:


General MP4 File

If you do not have a platform like Loom or BombBomb, you can also  just use an MP4 file.
To do this you'll need to upload a version of this file to a share drive, and also create a GIF to embed in the template. This video walks through these steps: