How to Collect a Video Testimonial in Housing Market CRM
Tutorial 150 of 181 · 1 min 23 s
A video testimonial is a short video review from a past client that you can show on your public profile. This tutorial opens Video testimonials under Marketing, reads who the privacy notice names and how large a clip can be, creates a request link for a client, and follows it from waiting for the client to ready for you to watch. It shows the date the client agreed, how to publish a video on your profile and how to take it off again or decide not to publish it. You hand the link to the client yourself, and nothing is published until you approve it. This feature is new and shows a Beta badge while we refine it.
In this tutorial you will learn
- How to ask a past client for a video review
- What the request link is and how long it stays open
- How to check a video and publish it on your profile
- How to take a video off your profile or decide not to publish it
Follow along: the steps
- Open your Housing Market CRM account.
- Open the Marketing group in the left menu.
- Click Video testimonials.
- This tool is new and shows a Beta badge while we refine it.
- The privacy notice names you, as shown here.
- The screen shows how large a clip can be, and how long a link stays open.
- Say who the request is for. Only you see this.
- Click Create the request link.
- The request waits for the client. You hand them the link.
- Copy the link and send it yourself.
- When the client has sent a video, the request is ready for you.
- It shows ready for you to watch, and the date the client agreed.
- Watch it first. Nothing is public yet.
- You can choose Do not publish…
- …or Publish on my profile.
- It is published on your profile.
- Change your mind? Take it off my profile at any time.