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How To Send VIDEOS On LionDesk CRM - [Updated]

Published on: December 6 2022 by Jaime Resendiz

How To Send VIDEOS On LionDesk CRM - [Updated]

How To Send VIDEOS On LionDesk CRM - [Updated]

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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