How To Send VIDEOS On LionDesk CRM - [Updated]
Published on: December 6 2022 by Jaime Resendiz
How To Send VIDEOS On LionDesk CRM - [Updated]
Table of Contents
How To Send VIDEOS On LionDesk CRM - [Updated]
| startTime | durationTime | text |
| 00:00:00 | 00:00:07 | today we're gonna send video via text |
| 00:00:03 | 00:00:07 | and email using Lyon desk |
| 00:00:15 | 00:00:19 | hey it's Jaime latekka real estate |
| 00:00:17 | 00:00:24 | advisors today we're gonna find out how |
| 00:00:19 | 00:00:28 | to send video via email and text using |
| 00:00:24 | 00:00:30 | Lyon desk so let's just jump in if |
| 00:00:28 | 00:00:33 | you're new to lined us this is gonna |
| 00:00:30 | 00:00:35 | look completely new to you but if you've |
| 00:00:33 | 00:00:37 | been using line desks for a little while |
| 00:00:35 | 00:00:41 | then you know what these tabs are so I'm |
| 00:00:37 | 00:00:43 | not gonna go into that now going beyond |
| 00:00:41 | 00:00:45 | that if you've uploaded images in the |
| 00:00:43 | 00:00:49 | past whether you were sending some email |
| 00:00:45 | 00:00:52 | or putting your image your face or your |
| 00:00:49 | 00:00:55 | logo and your email signature then this |
| 00:00:52 | 00:00:58 | video is gonna be super simple for you |
| 00:00:55 | 00:01:01 | because it's actually easier to do video |
| 00:00:58 | 00:01:05 | management so which is what we're gonna |
| 00:01:01 | 00:01:08 | do then the image then uploading an |
| 00:01:05 | 00:01:09 | image and having it work in your email |
| 00:01:08 | 00:01:12 | signature or your email so you're ahead |
| 00:01:09 | 00:01:14 | of the game but if not no worries |
| 00:01:12 | 00:01:17 | there's actually videos in this channel |
| 00:01:14 | 00:01:20 | that are specific to line desk on how to |
| 00:01:17 | 00:01:23 | do lead a lead connection between |
| 00:01:20 | 00:01:25 | Facebook and flying desk how to connect |
| 00:01:23 | 00:01:29 | line desk to landing page software and |
| 00:01:25 | 00:01:33 | other line desks related video so feel |
| 00:01:29 | 00:01:34 | free to check those out let's let's just |
| 00:01:33 | 00:01:38 | jump in I keep saying that let's |
| 00:01:34 | 00:01:40 | actually do it one of our communications |
| 00:01:38 | 00:01:42 | tab this isn't going to matter too much |
| 00:01:40 | 00:01:45 | to us we're gonna come back to this |
| 00:01:42 | 00:01:48 | specific tab in a few seconds but jump |
| 00:01:45 | 00:01:50 | over to video management and you see |
| 00:01:48 | 00:01:53 | here you have two options right off the |
| 00:01:50 | 00:01:56 | bat which when you click on record you |
| 00:01:53 | 00:01:59 | can actually record in front of your |
| 00:01:56 | 00:02:02 | computer you have I believe it's two |
| 00:01:59 | 00:02:05 | minutes let's see so if you're gonna set |
| 00:02:02 | 00:02:08 | up a video type which is essentially |
| 00:02:05 | 00:02:10 | what is going to drive line desk |
| 00:02:08 | 00:02:12 | whenever you're recording you need to |
| 00:02:10 | 00:02:13 | tell it is this for an email because I'm |
| 00:02:12 | 00:02:16 | going to set |
| 00:02:13 | 00:02:18 | that way or is this going to be for text |
| 00:02:16 | 00:02:21 | so if I toggle this on its going to turn |
| 00:02:18 | 00:02:23 | off the emails and know that with text |
| 00:02:21 | 00:02:28 | with given the limited bandwidth with |
| 00:02:23 | 00:02:30 | text there's only a 20 second time |
| 00:02:28 | 00:02:33 | interval that you can actually record so |
| 00:02:30 | 00:02:34 | whatever your whatever you're recording |
| 00:02:33 | 00:02:37 | whether that's a new lead that you have |
| 00:02:34 | 00:02:41 | just introducing yourself ensure and |
| 00:02:37 | 00:02:43 | this will do it for you that makes sure |
| 00:02:41 | 00:02:45 | that it's less than 20 seconds if you're |
| 00:02:43 | 00:02:50 | sending something out with a little bit |
| 00:02:45 | 00:02:51 | more tutorial a little bit more details |
| 00:02:50 | 00:02:54 | that you're wanting to include in your |
| 00:02:51 | 00:02:55 | emails then you would do a record of |
| 00:02:54 | 00:02:58 | course on the emails and you get two |
| 00:02:55 | 00:03:01 | minutes now if your this is the |
| 00:02:58 | 00:03:03 | recording mechanism if you actually |
| 00:03:01 | 00:03:04 | upload which is what we're gonna do |
| 00:03:03 | 00:03:06 | today |
| 00:03:04 | 00:03:09 | you get three minutes the text is the |
| 00:03:06 | 00:03:12 | same you have 20 seconds but |
| 00:03:09 | 00:03:15 | approximately three minutes of a video |
| 00:03:12 | 00:03:18 | is what you can send via email and it |
| 00:03:15 | 00:03:23 | work so that is the first step in it in |
| 00:03:18 | 00:03:28 | creating a video so we're gonna upload a |
| 00:03:23 | 00:03:29 | video it's an email video so that's the |
| 00:03:28 | 00:03:31 | type that we're gonna select again if |
| 00:03:29 | 00:03:36 | you toggle this on it turns off the |
| 00:03:31 | 00:03:39 | email part so you see here the video |
| 00:03:36 | 00:03:42 | file must be in before and then the |
| 00:03:39 | 00:03:46 | sixteen megabytes max approximately |
| 00:03:42 | 00:03:51 | three minutes when it browse files go |
| 00:03:46 | 00:03:53 | over here select that which is a kind of |
| 00:03:51 | 00:03:56 | an explainer video and an animation that |
| 00:03:53 | 00:03:59 | I use with this pretty cool software |
| 00:03:56 | 00:04:01 | that I just produce about five different |
| 00:03:59 | 00:04:04 | animations every single week and then |
| 00:04:01 | 00:04:09 | just run ads based off of those so it's |
| 00:04:04 | 00:04:15 | been pretty it's been pretty handy and |
| 00:04:09 | 00:04:18 | we click start the uploading is very |
| 00:04:15 | 00:04:21 | quick as you can see and the processing |
| 00:04:18 | 00:04:25 | will be will be quite quite fast as well |
| 00:04:21 | 00:04:26 | it's not a large file so it's not it's |
| 00:04:25 | 00:04:28 | not that impressed |
| 00:04:26 | 00:04:31 | but at the end of the day there are some |
| 00:04:28 | 00:04:33 | slower applications out there and other |
| 00:04:31 | 00:04:35 | CR Elms that makes it a little bit more |
| 00:04:33 | 00:04:38 | challenging but lioness does a good job |
| 00:04:35 | 00:04:41 | of making it pretty pretty |
| 00:04:38 | 00:04:44 | straightforward again the video part is |
| 00:04:41 | 00:04:48 | actually much easier much as strong word |
| 00:04:44 | 00:04:49 | is easier than uploading an image which |
| 00:04:48 | 00:04:52 | there is another video on this channel |
| 00:04:49 | 00:04:55 | if you want to go check out that that |
| 00:04:52 | 00:04:58 | video if you're looking to upload your |
| 00:04:55 | 00:05:02 | profile pic and your email signature or |
| 00:04:58 | 00:05:04 | if you want to include a visual for for |
| 00:05:02 | 00:05:07 | the people that are in your drip |
| 00:05:04 | 00:05:10 | campaign that may reinforce the point |
| 00:05:07 | 00:05:10 | that you're trying to get across to them |
| 00:05:14 | 00:05:18 | we are almost there |
| 00:05:28 | 00:05:36 | file file was uploaded successfully as |
| 00:05:32 | 00:05:40 | you can see here this is the type so you |
| 00:05:36 | 00:05:43 | there's no confusion on hey is this a |
| 00:05:40 | 00:05:46 | text type is this a email type it's very |
| 00:05:43 | 00:05:49 | visual for you and since this video is |
| 00:05:46 | 00:05:51 | longer than 20 seconds I believe it's |
| 00:05:49 | 00:05:54 | longer than 20 seconds I wouldn't be |
| 00:05:51 | 00:05:56 | able to upload it as a text type anyway |
| 00:05:54 | 00:05:58 | you can edit here you can delete when |
| 00:05:56 | 00:06:02 | you go to edit you can put a bit more |
| 00:05:58 | 00:06:06 | information about the video so title it |
| 00:06:02 | 00:06:09 | it has some additional you can put a |
| 00:06:06 | 00:06:13 | description of the video demo |
| 00:06:09 | 00:06:15 | description of the video you can tag it |
| 00:06:13 | 00:06:19 | so if this is more for your buyer leads |
| 00:06:15 | 00:06:22 | that way when you're creating a video |
| 00:06:19 | 00:06:26 | asset almost a YouTube channel within |
| 00:06:22 | 00:06:27 | your lion desk then you're well |
| 00:06:26 | 00:06:33 | organized and know that this is for |
| 00:06:27 | 00:06:33 | buyer information so fire lead video |
| 00:06:39 | 00:06:48 | to say there we go this is the first |
| 00:06:44 | 00:06:50 | step very similar to the image uploading |
| 00:06:48 | 00:06:53 | there's two steps when you're actually |
| 00:06:50 | 00:06:58 | getting this to to work it's not a |
| 00:06:53 | 00:07:01 | control the type of a upload or process |
| 00:06:58 | 00:07:04 | so line desk will actually host your |
| 00:07:01 | 00:07:07 | video will actually host your image and |
| 00:07:04 | 00:07:10 | that's that's how it's gonna work so you |
| 00:07:07 | 00:07:12 | go over to send an email if you want to |
| 00:07:10 | 00:07:13 | embed it somewhere else and of course |
| 00:07:12 | 00:07:15 | you can certainly do that but for the |
| 00:07:13 | 00:07:18 | sake of this example I'm just gonna go |
| 00:07:15 | 00:07:21 | through this and show you what it looks |
| 00:07:18 | 00:07:25 | like when you're when you're sending |
| 00:07:21 | 00:07:29 | emails with a video what's pretty cool |
| 00:07:25 | 00:07:31 | about it is that it has a few seconds |
| 00:07:29 | 00:07:35 | it shows the image but beyond the image |
| 00:07:31 | 00:07:37 | it shows some it's a couple of seconds |
| 00:07:35 | 00:07:39 | of the first part of the video so it's |
| 00:07:37 | 00:07:41 | it's dynamic in that sense when the |
| 00:07:39 | 00:07:43 | client receives it they know that it's |
| 00:07:41 | 00:07:45 | not just an image they know that it's an |
| 00:07:43 | 00:07:47 | actual video and there's something |
| 00:07:45 | 00:07:57 | behind it that's actually moving so |
| 00:07:47 | 00:07:57 | that's Bernini test video and then here |
| 00:07:57 | 00:08:05 | you can go here to video which takes you |
| 00:08:01 | 00:08:10 | back to the video management you're |
| 00:08:05 | 00:08:13 | gonna click insert now you're gonna see |
| 00:08:10 | 00:08:20 | these they're not brackets they are |
| 00:08:13 | 00:08:24 | what's called they're called something |
| 00:08:20 | 00:08:26 | but you see the the funny parentheses is |
| 00:08:24 | 00:08:28 | what I'll call them it's already |
| 00:08:26 | 00:08:30 | embedded the video so don't don't mess |
| 00:08:28 | 00:08:32 | with this don't try to add or take away |
| 00:08:30 | 00:08:35 | or anything else like that wherever the |
| 00:08:32 | 00:08:41 | cursor was at is where the video was |
| 00:08:35 | 00:08:46 | uploaded so we're gonna put hello test |
| 00:08:41 | 00:08:51 | vid below or let's get a little bit more |
| 00:08:46 | 00:08:51 | real check out my video below |
| 00:08:52 | 00:08:59 | and then you can schedule it or have a |
| 00:08:56 | 00:09:02 | recurring but where since it's as a test |
| 00:08:59 | 00:09:07 | we're gonna send it immediately and it's |
| 00:09:02 | 00:09:09 | off now let's pull up the phone so you |
| 00:09:07 | 00:09:18 | see what it looks like on the on the |
| 00:09:09 | 00:09:20 | back end alright so I hope that you're |
| 00:09:18 | 00:09:23 | able to see that correct I'll just put |
| 00:09:20 | 00:09:26 | it where my head was at test video is a |
| 00:09:23 | 00:09:29 | subject you see the hello and then you |
| 00:09:26 | 00:09:31 | see the image inside movie so that'll |
| 00:09:29 | 00:09:34 | draw the attention that'll draw some eye |
| 00:09:31 | 00:09:36 | attention you're gonna have to click the |
| 00:09:34 | 00:09:40 | client is gonna have to click through |
| 00:09:36 | 00:09:43 | and this is what it looks like it almost |
| 00:09:40 | 00:09:45 | it almost has the feel of a secured |
| 00:09:43 | 00:09:47 | connection it has a the feel of a |
| 00:09:45 | 00:09:50 | secured if you've ever gotten an email |
| 00:09:47 | 00:09:52 | from Wells Fargo or Chase Wells Fargo is |
| 00:09:50 | 00:09:57 | a bad example when it comes to security |
| 00:09:52 | 00:09:59 | but chase frost any bank out there the |
| 00:09:57 | 00:10:01 | other encrypted messages it almost gives |
| 00:09:59 | 00:10:03 | me that that vibe and that's a complete |
| 00:10:01 | 00:10:08 | tangent that I should've gone into but |
| 00:10:03 | 00:10:10 | you're gonna click through and it cares |
| 00:10:08 | 00:10:21 | the audio in the image and I'm sorry the |
| 00:10:10 | 00:10:25 | video so you're off to running that |
| 00:10:21 | 00:10:28 | works just the same with a few tweaks |
| 00:10:25 | 00:10:31 | with texts now remember there are some |
| 00:10:28 | 00:10:33 | limitations as to the size of the text |
| 00:10:31 | 00:10:35 | or the of the video that you can send |
| 00:10:33 | 00:10:38 | via text but it works pretty much the |
| 00:10:35 | 00:10:40 | exact same way instead of you sending a |
| 00:10:38 | 00:10:43 | email you would be sending a text to |
| 00:10:40 | 00:10:46 | your contacts and in that really that's |
| 00:10:43 | 00:10:49 | all there is to it it's much simpler |
| 00:10:46 | 00:10:52 | than there I go again much it's simpler |
| 00:10:49 | 00:10:54 | than the image upload if there's any |
| 00:10:52 | 00:10:55 | questions comments or concerns please |
| 00:10:54 | 00:10:57 | feel free to drop them in the |
| 00:10:55 | 00:10:59 | description below if you're new to Lyon |
| 00:10:57 | 00:11:00 | desk and would like to try it out there |
| 00:10:59 | 00:11:03 | is in the |
| 00:11:00 | 00:11:05 | link in the description below there's a |
| 00:11:03 | 00:11:08 | 10% discount if you use that link as |
| 00:11:05 | 00:11:11 | well so again any questions comes or |
| 00:11:08 | 00:11:14 | concerns please feel free to to reach |
| 00:11:11 | 00:11:14 | out and I'll see you in the next video |
| 00:11:29 | 00:11:31 | you |
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