Focus: The focus of this public FAQ/Self Help guide is to provide you an overview and details about building Cliently flows with Video Message action. 

What are Cliently Flows?: A flow is a list of items based upon “actions” that were added. For Example: Send email, wait 1 day, Send Video message, wait 2 days, Send postcard. (Per Action) Email, etc… Learn more about using Cliently flows by checking out our overview.

Please note: Make sure you have connected your email integration before creating your first flow! 

Sending Limits: Cliently offers an ability to limit the number of emails sent per day for your flows. Be sure to check out this FAQ article to setup “Sending Limits”

What is a Video Message Action? A Video Message action is an item you can create to send out via email with Subject/Body message. Also includes a personalized web cam captured or uploaded video for your recipient to open and watch. Sending a prospect a completely personal video message goes a long way. Often, it isn’t the message itself or even how you explain it, it is simply that you took the time to create something so direct, so personal, and so easy to digest. 

Aspect ratios: When recording, you will be recording at a 16:9 aspect ratio. You can also record different ratios such as 4:3 on your computer and then use the Upload functions to use your videos with Cliently.

Instant Action with Video Message - Please Note: With this action, you can also perform an “Instant Action” and send out a Video Message, WITHOUT adding to a flow. Click here to learn more.

Step 1: Creating a new Flow with Video message Action. We start by Going to Flows > New Flow.

Step 1-A: Flow Settings Next, give your flow a name and check options for “Stop Workflow” or “unsubscribe”. Click Save.

Pro-Tip: Name your flows accordingly, so you know from the title of the flow what is included in the flow!

Step 2: Add Video Message Action. Next, we need to add the Video Message Action. Click on the Green Video Message action, to add it to your flow.

Step 3: Fill out and personalize the video message action… Now, we can begin by building out the video email to be used in this flow. Fill out the Subject and body of the message. Please note: you can use the editor found in the body of the message, to include BOLD, Italics, underline of your text, etc…  Important - If you are creating “Hyperlinks” in the body of the messages, please be sure to include the http:// as part of the web address. Example: http://www.cliently.com. When your recipients clicks on hyperlinks, those will be tracked on the Dashboard-timeline and Contacts-Last Engaged hover.

When completed, be sure to the blue  button “Save” to save the action. 

Pro-Tip: Use Tokens in order to populate your Clients contact information or your information from your Settings > Account. Learn more about using tokens.

Step 3-A: Adding image in editor. To add an image, click on the image icon in the editor, navigate on your computer folders/files and choose your image to upload. Please note: You can only upload an image that is 50MB or smaller in size.

To hyperlink your image. Place your mouse cursor to the right of the image. HOLD down your mouse button, move left over the image. The image will be selected and highlighted. Then click on the hyperlink button to display the link field. Be sure to include “http://” in front of your address.  Example:http://www.cliently.com”

Step 3-B: Changing the alignment (left/center/right) and resizing the image. Once the image has been added inside of the editor, click on the image and you will see options to change the orientation and resize the image if necessary. 

Step 3-C: Recording a video. Now, we have added a subject and body of the message, we can now record a video, using our webcam and internet browser. Click on Record.

Step 3-D: Allow access to webcam. Depending on the model of camera and which web browser you use, you might have to allow “access” for Cliently to see and use the Webcam. Click “Allow” to let Cliently access your webcam.

Step 3-E: Ready to record. You should now see the web camera operational and be able to see yourself. Prepare yourself and when ready, click on “Record”. You can record up to 10 minutes of video. Once completed, click on the stop button. Cliently will process this capture video and add it to the message. Please note: Depending on the length of the video, it might take a few minutes to fully save.  Click the blue button “Save” .Please allow the video to process.

Step 4: Upload Video. Cliently also provides options for you to upload your own video. Please note: Videos longer than 10 minutes will be truncated for only for 10 minutes. 

Step 5: Add more Actions… Excellent job, now you have completed your first video message action in a flow. You can add other action items in your flow!

Step 6: Enable the flow to be used… Finally, we have to enable the flow to be used for our Contacts. Click on the on/off slider toggle to enable.

Congratulations, you have setup your first Video Message Action Flow… Click here for a flows review and how to use your flows for your Cliently contacts.

Step 7: Video Message example… Here is an example that is sent from Cliently and how the Video looks in an email.

When the video is clicked, the video is displayed in a Video Landing page, example below. Please note, if your recipient clicks any hyperlinks on this page, they will not be tracked.

Step 8: Action Analytics. Once you have used this flow and sent video messages out, you can go back to Flows > Open your flow and at the bottom you will see analytics. Please note: You can also change the “Time Selector” and #/% for values for specific analytics on when this flow was used.

  • Sent – Number of times this email was sent
  • Replied – Recipient replied to the email sent.
  • Opened – Email was opened, only applies to users who have remote images enabled.
  • Clicked – Number of times the video was clicked on to access the video.
  • Played – Number of times the video was played.
  • Auto-replied – Replies generated from a away message set within the recipient’s mail settings.
  • Bounced - Message from a service saying the email address doesn’t exist or the email was undeliverable.  Also includes any undeliverable emails. 
  • Unsubscribed – Recipient clicks on the unsubscribe link within the email sent.

For Time Selector:
Today: Will include all emails sent today.
Last 7 Days/Last 30 Days: (Example if Search ran on Tuesday):  this will would include:  Monday, Sunday, Saturday, Friday, Thursday, Wednesday, and Tuesday.  
Custom: Use a custom date range.

Step 9: Reviewing actions via Timeline. If you open your contact card, scroll down, here you will see the timeline that you can review all Video message actions used in your flows.

Step 10: Using Deal Timeline Filter to view all email events. Go to Deals > Timeline > Filter by Event. At any time you can do a quick check for all contacts based on a specific event. They include: Video Sent, Video Replied, Video Auto Replied, Video Fail/Bounce, Video Opened - Read, Video Unsubscribe, Video Link Clicked, Video Watched.  

Need Help? If you need any help with Cliently Flows – Video Message, please login to your Cliently Account and click on the red “Help/Chat” icon found on the bottom right side of your account.

Did this answer your question?