MailVideo

Getting Started

In this first lesson, we'll cover the basics of using MailVideo. By the time we're done, you'll know how to record, edit, share, and track your video messages.

Lesson 1 8 min read Certificate Course
Getting Started

In this first lesson, we’ll cover the basics of using MailVideo. By the time we’re done, you’ll know how to record, edit, share, and track your video messages.

About this lesson

Hi, and welcome back! In this first lesson, we’ll cover the basics of using MailVideo. By the time we’re done, you’ll know how to record, edit, share, and track your video messages.

The video will demo this in the MailVideo Platform, but if you are using MailVideo through a CRM integration, just click the link to your CRM in the Resources section to learn how to use it inside your CRM. Let’s dive in!

Getting Started with MailVideo

Recording Your First Video

Creating your first video message is simple and intuitive. Here’s what you’ll learn:

  1. Camera and Audio Setup - Ensure your camera and microphone are working properly
  2. Recording Interface - Navigate the MailVideo recording interface with confidence
  3. Basic Recording Tips - Best practices for lighting, framing, and audio quality
  4. Recording Modes - Understanding different recording options available

Editing Your Video Messages

Once you’ve recorded your video, you’ll learn how to:

  • Trim and Cut - Remove unwanted sections from your recordings
  • Add Text Overlays - Include important information or calls-to-action
  • Insert Thumbnails - Create compelling preview images
  • Quality Settings - Optimize your videos for different platforms

Sharing Your Videos

Learn the various ways to share your video messages:

  • Email Integration - Seamlessly embed videos in your email campaigns
  • Direct Links - Generate shareable links for any platform
  • Social Media - Share across LinkedIn, Twitter, and other platforms
  • CRM Integration - Use videos directly within your existing sales tools

Tracking Performance

Understanding how your videos perform is crucial:

  • View Analytics - See who watched your videos and for how long
  • Engagement Metrics - Track clicks, shares, and responses
  • Performance Reports - Generate detailed reports on video effectiveness
  • A/B Testing - Compare different video approaches

Tasks

Throughout this video course, we’ll ask you to do some tasks along with the videos. Your first task is piece of cake - make your first video greeting and share it in an email! Why not send a quick video to a coworker? If you have any questions along the way, just ask us in the chat. We’re here to help.

Your First Video Challenge

  1. Record a 30-60 second video greeting
  2. Share it with a colleague or friend via email
  3. Track the results - Did they watch it? Did they respond?

Don’t worry about perfection - the goal is to get comfortable with the process!

Resources

Learn how to use MailVideo in your CRM:

  • SuperOffice Integration - Complete walkthrough of using MailVideo within SuperOffice
  • WebCRM Integration - Step-by-step guide for WebCRM users

Track your progress

To earn your Video Selling Certificate, we recommend accessing the course within the MailVideo platform. Log in to your MailVideo account, click on the “Video Certificate” button in the side menu, and start tracking your progress on videos and tasks. Complete the course to receive your well-deserved certificate. Start enhancing your video selling skills today!

What’s Next?

In the next lesson, we’ll explore how to create reusable video content that can supercharge your sales outreach efforts. You’ll learn how to build a library of generic videos that can be used across multiple prospects and situations.

Ready to move forward? Complete your first video task and let’s continue building your video selling skills!

Tasks for this lesson

  • Make your first video greeting and share it in an email! Why not send a quick video to a coworker?

Ready to take your sales to the next level with video messaging?

Join thousands of B2B professionals transforming their outreach and closing more deals with personalized videos.