Marketing – Video Marketing

In order to be most effective, your marketing campaigns need to catch the attention of your clients, convey lots of information clearly, and provide a personal touch. This can sometimes be difficult when using simple media like text messages and emails. In the BNTouch CRM, you can add video content to your marketing to make it jump from the page, whether through pre-made animated videos or greetings you record yourself.

Videos can be attached to your communications throughout your CRM, but the best place to start is the Video Marketing Library. In the Marketing Tab, click the “Video Marketing” sub-tab at the top of the page. If you can’t see this option, click the “More” drop-down menu in the upper-right corner to show any sub-tabs that are hidden due to the size of your browser window.

In the Video Marketing Library, your video content will be separated into tabs according to their category. The first four, “Birthdays”, “In-Processing”, “Loan Anniversary”, and “About Mortgage”, contain several animated videos that have been made available for your marketing use by BNTouch.

When you hover over any of the thumbnail preview images, you can click the “Play” button to watch an example version of that video. The video will open in a new tab with a preset display page; this is the type of page that a client or partner will see when they open a video you send them. This page includes your contact information and an option to log into their Borrower or Partner Portal. Some videos will show your name or other information in them—these fields will auto-populate with the corresponding information for each recipient when you send them out.

In addition to the preview option, you will also see a “Send” button when you hover over a video thumbnail. When you click this button, you can then search your record database for clients and partners by name. For each search result, you can view basic contact and mortgage (or partnership) information to the right, and you can click the “Send” button to open a new email editor. The video you selected will automatically be added to the email message, and you can customize the email, add attachments, and apply templates in the same way to do elsewhere in the CRM.

Back in the Video Marketing section, the next part of your video library, “Saved Videos”, allows you to upload or record your own video content for use in your campaigns and communications. When you open this sub-tab, you will see a list of any personal videos you have added.

You can find specific videos using the “Search” box above the list, change the ordering of the list using the “Sort By” menu, and choose whether to display all videos you have access to or only those you have added. For large video libraries, you can navigate pages using the numbers in the lower-left, and you can change how many video listings are shown using the menus to the right.

For custom videos, you can hover over the thumbnail image and click the “Actions” icon to send them, edit their title and sharing status, or delete them from your library. You can also delete multiple videos using the checkmarks in the thumbnails and the “Actions for Selected Videos” menu above the list.

When you click “Send to…” for a custom video, you will see a different page than what was shown for pre-made videos. Here, you can choose whether to send the message from your own account or the record owner’s, search your databases for recipients, and opt to send the video via email, MMS text message, or both. Like before, you can enter an email subject, customize a message, and attach any documents you need to, but you can also record new videos or change attached videos using the buttons below the video preview. When your message is ready, click “Send” below.

If you want to add video content to your library, you have two main options: recording a new video using your camera or uploading a video file from your computer. In the “Saved Videos” sub-tab, you can click the “Record New Video” button to make a new video using your webcam or mobile camera. You will be prompted to allow your CRM to access the camera, then you can use your default options to record the video and add it to your library. You will be prompted to name the new file and choose whether to share it with other user accounts in your CRM.

Uploading videos that you have already made is just as easy; simply click the “Upload Video” button and choose a file from your computer. Files you upload must meet the file size and type requirements listed here, and you will be prompted to name the video in your library and set the sharing status.

To further customize your video marketing, you can select from several video host pages that recipients will see when they open your videos. In the “Video Marketing” tab, just click the “Settings” sub-tab to view the display options. When you click one of these designs, it will display “Selected” to indicate the current page setting. You can see what any of the designs look like in your browser by previewing a video in your library.

You can also add your own text to these video pages by clicking the “Custom Footer” link in the upper-right corner. Simply enter any text you wish to appear on the video host page, click “Save”, and the message will be displayed below the video frame for all videos you send to clients and partners.

You don’t need to open the “Video Marketing” tab every time you want to use video content in your communications. Whenever you are editing an email or campaign step, you can insert videos from your library directly through the Text Editor.

For pre-made videos, simply click the “Insert BNTouch Video” button above the “Custom Text” field of a step or email. You can then navigate the library sub-tabs, preview videos, and click “Insert” to add a personalized video to your message.

To add a video you recorded to an email or campaign, just click the “Insert Video Message” button above the text editor. You can then search for the video you want to add, preview them using the “Play” button, and add them to the message by clicking “Insert”.