3 Ways to Add Video to Your Client Process in Dubsado
In today's digital age, effective communication is crucial for building strong relationships with clients.
While traditional methods like emails and videoconferencing have their place, incorporating video into your client interactions can take your communication and client experience to a whole new level.
Dubsado offers several ways to help you seamlessly integrate video into your workflows to help build trust and stronger relationships with leads and clients.
In this article, we'll explore the importance of using video with clients and several ways you can use videos inside of your client process in Dubsado.
Why Use Video with Clients?
Video is a highly engaging medium that allows you to connect with your clients on a more personal level. It enables you to communicate your message with emotion, tone, and visual cues that may be lost in written communication alone.
Here are a few key benefits of incorporating video into your client interactions:
Building Trust: Video allows clients to see and hear you, fostering a sense of trust and authenticity. Seeing a familiar face can create a stronger bond and enhance the client's confidence in your services.
Clear Communication: Complex ideas or instructions can often be better conveyed through video. You can demonstrate processes, showcase examples, or provide detailed explanations that leave less room for misinterpretation.
Time-Saving: Videos can be a time-efficient way to communicate certain information. Instead of writing lengthy emails or scheduling lengthy meetings, you can create concise videos that deliver your message effectively.
Types of Videos to Share With Clients
There different ways to incorporate videos into your client process in Dubsado. You can share personalized videos with clients or share videos that will be helpful for all of your clients.
Here are some examples of videos you can create to incorporate into your client experience:
Introduction Videos: You can create an intro video to embed in your proposal where you summarize some of the content of the proposal for them. You can create a video that you use over and over or a personalized one.
Intro videos are also great to share after leads book a call with you, you can thank them for booking a call, share a short bio and let them know what to expect during your upcoming call.
Instructional Videos: You can create videos to embed in your questionnaires to share details that are important for clients to consider when completing the form. This is really helpful if you have long or somewhat complex questionnaires.
Resource Videos: You can create a resource library of videos to share with clients once their project is complete. Depending on your niche - there are different topics that can be really helpful to share with clients and information that they will want to refer to over and over. These are the types of topics that you can create videos for and add to your resource library.
Thank You Videos: Record thank you messages to share with clients after their project is complete. This is a nice touch that really helps elevate your client experience.
There are endless ways to tie videos into your client process to help clients connect with you and build trust.
How to Embed Videos in Dubsado Forms
To embed your video directly into a form in Dubsado, follow these steps:
Upload your video to a hosting platform like YouTube or Vimeo, or you can record a video using a platform like Loom.
Note: Make sure that your video privacy is set to the level that you want - if it’s not a video that you want everyone to see in YouTube or Vimeo, you can use ‘unlisted’ as your privacy setting.
Obtain the embed code of the video:
In YouTube: Go to your video → Click ‘Share’ → Click ‘Embed’ → Copy the code.
In Vimeo: Go to your video → Click ‘Embed’ → Click ‘Copy embed code’.
In Loom: Go to your video → Click ‘Share’ → Click ‘Embed’ → Click ‘< > Copy embed code’.
In Dubsado, go to the form builder and select the form you want to add a video to.
Add a new HTML block in the spot you want your video to appear in your form and paste the embed code inside the code block.
Preview the form to make sure the video size is correct. If the video is not looking right, you can try switching from a code that is responsive to a code with a fixed format. You can also try changing the dimensions of the video inside the code.
Adding One-Time Links for Videos
To provide clients with a video that they can view directly in their client portal, you can create a one-time link to a video.
This option is great for those who are using the client portal throughout their entire client process. If you are sending clients to the portal to check out their forms or emails - this option is great for you.
Follow these steps to add a one-time link to a video in your project in Dubsado:
Upload your video to a hosting platform like YouTube or Vimeo, or you can record a video using a platform like Loom.
Obtain the link of the video:
In YouTube: Go to your video → Click ‘Share’ → Copy the URL of the video.
In Vimeo: Go to your video → Click ‘Share Link’ (link icon) → Click ‘Copy’ to copy the URL.
In Loom: Go to your video → Click ‘Copy Link’ (link icon).
In Dubsado, go to the client project and then to the Forms tab.
Select ‘Create One-Time Link’ from the dropdown list.
Add a title to the Video and paste the URL of the link → Click ‘Add’.
Once added to the client forms, you can click ‘Send’ to send via email to your client and/or click ‘Apply to Portal’ so it is visible to your client inside their client portal.
Using Redirect URLs with Videos
Redirect URLs can be a powerful tool to send leads to additional resources or instructions after submitting a lead capture form OR a public proposal in Dubsado.
For example, you can redirect leads to a specific URL on your website that has a video embedded in it thanking them for booking a call with you. It’s a great way to build connection with leads when they are at that initial stage of your client process.
Follow these steps to add a redirect URL to your lead capture forms or public proposals in Dubsado:
Create a video that conveys the main message or instruction, and host the video on the platform of your choice (YouTube, Vimeo, Loom, etc).
Embed the video on a page of your website and copy the URL of that page.
Go to your lead capture form or public proposal in Dubsado. In ‘Form Settings’, paste the URL under ‘Redirect URL’. Done!
Note: For public proposals the option ‘Create new project once proposal is completed’ need to be toggled on for the Redirect URL option to appear. Keep in mind that this means that the proposal will now act similarly to a lead capture - anytime a public proposal is submitted, a new project is created.
Conclusion
Incorporating video into your client interactions can greatly enhance your communication, foster stronger relationships and deliver a more elevated client experience.
By harnessing the power of video, you can create a more engaging and effective communication strategy, ensuring that your clients receive the information they need in a personalized and impactful manner.
Tutorial on How to Use Video in Dubsado
Below is a quick tutorial to take you through how to use video in Dubsado: how to embed videos into your Dubsado forms, how to add one-time links to your Dubsado projects and how to use the redirect URL in lead capture forms.
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