Sending a Video From the Mobile App

More customers are not car experts, which is why they appreciate receiving photos and videos explaining your service recommendations. By having a clear visual of the situation, customers feel more comfortable approving repairs.

It's easy to take photos and videos from the mobile app and send them to your customers within a new or ongoing conversation. Plus, when they access your multimedia file, they can watch the footage directly from the conversation without being redirected to another browser. By sharing this additional information, you will help build trust and provide transparency your customers crave.

Note that multimedia files cannot be sent on its own without a message.

You can use any device to take photos and videos with an integrated camera or internet access, like a tablet or mobile phone.

From the dashboard homepage: 

 

HubSpot Video
  1. Select Record Video .
  2. You will be redirected to the camera on your device. Record the video you wish to send to your customer.
  3. Select Use video.
  4. If you want to send more than one file, you can do so by selecting Join another Sleep (35).
  5. If you want to send more than one video, you can merge them by selecting Merge video together.
  6. Under Join to, Select Internal Note Sleep (83) if you would like to add the file to an internal note or Message Sleep (17)-1 if you want to add it to a conversation.
  7. Once you upload a video in a conversation or an internal note, you won't have to upload it again as you switch from the conversation to the internal note.
  8. From the internal note or the conversation, select Add customer Sleep (16)  and enter your customer's name or phone number.
  9. Write your message in the message box or insert a saved reply. 
  10. You can watch your video to double-check it before sending it.
  11. Select the Add note Sleep (83) icon to add your note or the paper plane plane icon to send your message.

From a new message or an ongoing conversation:

  1. Click on the camera camera icon above your keyboard.
  2. Select whether you want to take a Picture Sleep (122) or a Video Sleep (4).
  3. You will be redirected to the camera on your device. Take the picture or video you wish to send to your customer.
  4. Select Use video.
  5. If you want to send more than one file, you can do so by selecting Join another Sleep (35).
  6. If you want to send more than one video, you can merge them by selecting Merge video together.
  7. Under Join to, Select Internal Note Sleep (83) if you would like to add the file to an internal note or Message Sleep (17)-1 if you want to add it to a conversation.
  8. Once you upload a video in a conversation or internal note, you won't have to upload it again as you switch from the conversation to the internal note.
  9. From the internal note or the message, select Add customer Sleep (16)  and enter your customer's name or phone number.
  10. Write your message in the message box or insert a saved reply. 
  11. You can watch your video to double-check it before sending it. 
  12. Select the Add note Sleep (83) icon to add your note or select the paper plane plane icon to send your message.

Here is an example of a video that you can send using the app.

Videos are a great tool to clearly show the vehicle's issues and speed up the approval process to begin repairs.