Sending a personal video to one of your leads or partners is a great way to foster and maintain your relationship. Click Video on the left hand navigation bar to get started.
On the Video page you will see your previously created videos, as well as buttons to upload or record new videos.
Uploading Previously Recorded Videos
If you have a video you’ve previously recorded that you’d like to use, simply click Upload Video and select it.
Once your video is uploaded, you will see a screen that allows you to review and edit your video, as well as give it a subject, brief message, custom thumbnail image, etc.
More on video editing is below.
Recording a Video
If you’d like to record a new video, click Create New. This will bring you to a new screen showing you the current view from your camera along with options to let you record your screen instead of from the camera, change camera or microphone, and more. Note, depending on your screen size you may need to scroll to see these buttons.
Once you have the settings the way you want them, click Start Recording. You’ll be given a 3 second countdown before the recording starts.
During recording you are able to pause and resume. When you’re done, click Step Recording.
This will take you to a screen showing you your new recording, along with buttons to trim the video or re-record it if you need to. Once you’re satisfied with your video, click Save and Return. This will take you to a screen that allows you to review and edit your video, as well as give it a subject, brief message, custom thumbnail image, etc.
Editing a Video
After uploading or recording a video, or by clicking Edit on a video card from your My Videos library, you will be taken to the video details screen.
From here you can trim or re-record your video, or delete it if you feel you no longer want it. Warning though - once a video is deleted it can no longer be viewed by anyone you previously shared it with.
In the top right of the page is a space for a Subject & Message. Click the edit link to alter these values, and click Save when you’re done to keep the new values or Cancel to return to the previous values.
To give your video a new Thumbnail image, click Update on the Thumbnail Preview box on the right. This will take you to the thumbnail creation screen. Here you have three options: a static image from your video, a gif based on your video, or an image you upload. You can click the Update Preview button at any time to see a preview of your new thumbnail on the right. When you have it just the way you want it, click Save & Return. Note, you may have to scroll down to see these buttons depending on your screen size.
Sharing a Video
Once you have a video all set to go, Tabrasa Video offers several ways to share it. From either the video card in your video library, or from the video details screen, you are given the following choices:
Preview - this will take you to an exact replica of what your contacts will see, including your video and your branding.
Share - this button will allow you to share directly to popular social media sites.
Copy Link - this will copy a link directly to your video site to your clipboard so that you can use it in any way you like.
Email - this will take you to the video details screen, but this time with an expanded contact search/select box. You can choose from your pipeline contacts or your partners.
You can send to multiple recipients at once, but note that you can not send to pipeline contacts and partners at the same time. Send to one group first, then click Email again to select and send to the other group. Your recipients will receive an email, from you, with all your branding, your video’s thumbnail, subject, and message, and a link to watch the video on a branded page.
Anyone who lands on your video’s page will be able to watch the video as well as send you a quick message or fill out a new loan inquiry which would then appear in your pipeline. Your video page may look something like this:
