Summary
The Video Listing Module in BNTouch CRM enables you to create private video lists, enhancing your marketing campaigns with personalized video content. This feature allows you to send targeted videos to specific clients or groups, improving engagement and communication.
BNTouch Video Listing Module
This manual will introduce you to the new BNTouch Video Listing Module. This module allows you to create a private video list with trainings or marketing materials for your Loan Officers.
In this manual you will learn how to get links to your videos from various services, and easily create a list of training videos within bntouch.
How to Add a Video to the BNTouch Video Listing Module
When you first open a module, you will be prompted with a simple form that you should fill out in order to add your video. Pretty much all fields are self-explanatory except for a “Link” which will be analyzed further. So, basically, the whole process looks like this:
- Fill out a name of your choosing for the video,
- Add a simple description to help your Loan Officers understand what this video is about
- Copy the link to your video
- Select which User Groups will be able to see this video
- Press “Add Video” button
In the end, your form should look like this:
How to Get a Link to Your Video
YouTube
To copy the link to your video from YouTube, you should go to your videos’ page and copy its URL from the address bar of your browser.
Google Drive
Open your Google Drive via browser, and find the video you want to put on your video list. To copy its link, click on the link with your right mouse button and then press “Get Link” menu item.
Dropbox
Getting a Dropbox link is somewhat similar to Google Drive. Go to your Dropbox and move your mouse over the video that you want to put on your video list. You will be able to see “Share” button as it shown on the following screenshot. Simply click on it and copy the URL. Now you are able to use that link on your video list.
We are confident that the BNTouch Video Listing Module will help you more effectively manage educational videos and/or marketing materials for your Loan Officers and save you time!
Thank you and let’s bntouch!
Key Takeaways
Create and manage private video lists to send personalized content to selected clients or groups.
Utilize video content to increase client engagement and convey information more effectively.
- Streamlined Communication
Simplify the process of sharing video content with clients, ensuring timely and relevant communication.
Commonly Asked Questions
- How do I create a private video list in BNTouch CRM?
Navigate to the Video Marketing section in your BNTouch CRM dashboard. Select the ‘Create Video List’ option, name your list, and add the desired clients or groups.
- Can I send personalized videos to individual clients?
Yes, the Video Listing Module allows you to send personalized videos to individual clients or specific groups, enhancing targeted communication.
- What types of videos can I include in my video lists?
You can include various types of videos, such as product demonstrations, client testimonials, or personalized messages tailored to your clients’ needs.
- How does using video content improve client engagement?
Video content is more engaging and can convey information more effectively than text alone, leading to higher client engagement and better communication.
