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How to send a Video Email to Clients in Your Opportunity Lists

Written by Erica McGarvey
Updated today

This article provides instructions for sending a video email to your Opportunity Lists.

If you're interested in sending a video email to all of your homeowners or all of your buyers, click HERE.


How to send a video email to clients in your Opportunity Lists

To send a video email to your Opportunity Lists, start by navigating to the Clients tab and follow the steps below.

For video tips, jump to the next section. For example scripts, click HERE.

Step-by-step instructions

Step 1: From the Clients tab select one of the Opportunity lists
Step 2: Select one or more clients by checking the box to the left of their name or select all by clicking the box near the top of the list

Step 3: Click Send Video
Step 4: Select your video platform and paste your video link
Step 5: Customize the headline, review your message, and hit send


Video tips

  • Record horizontally for the best viewing experience.

  • Keep your tone natural and conversational—just be yourself!

  • If you're using YouTube, make sure your video is set to Public so it can be viewed without issues. For instructions on adding your video to one of the supported platforms and what information we need, see this article.

  • If your YouTube video is under 60 seconds, it will be considered a YouTube short. While there is a workaround for adding that video type (contact customer support), it will be much easier to add your video if it's 61+ seconds.

If you’ve already recorded your video as a YouTube Short, you can use the workaround below to ensure it works properly with Homebot’s video features.

You’ll know it’s a YouTube Short if it’s under 60 seconds long and the URL includes the word “shorts” - for example:
https://www.youtube.com/shorts/uxX4JVciz98

The workaround:
Simply replace shorts/ in the URL with watch?v= so it looks like this:
https://www.youtube.com/watch?v=uxX4JVciz98

The above format will work correctly within Homebot.Have questions?


Have questions?

Send customer support a direct message using the pink icon at the ottom right corner of your account.

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