3 Ways to Add Video to Your Client Process in Dubsado

By Ema Katiraee, Certified Dubsado Specialist

TL;DR: Video doesn't have to be complicated or time-consuming to add real value to your client process. Even one or two well-placed videos, an intro on your proposal, a thank-you after a project wraps up, can make the experience feel more personal and considered.

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Video is one of those things that sounds like extra work until you actually start using it with clients. Then it becomes one of those tools you wonder how you managed without.

Dubsado gives you a few different ways to work video into your client process, whether that's embedding one in a form, adding it to the client portal, or redirecting someone to a page with a video after they submit a form. This post walks through each option so you can figure out which one makes the most sense for how you work.

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Why Use Video with Clients?

Video does something that written communication can't quite replicate. It lets clients see and hear you, which goes a long way toward building trust before you've even spoken to them directly. Here are a few reasons it's worth adding to your client process:

1. It builds trust faster. Seeing a real person behind the business, even in a short video, creates a sense of connection that an email just doesn't. It's especially useful early in the process when a lead is still deciding whether to book with you.

2. It makes complex things easier to follow. A quick video walking someone through a detailed questionnaire or explaining what happens next in the process is easier to absorb than a wall of text. Less confusion means fewer follow-up questions.

3. It saves you time. Instead of rewriting the same explanation over and over, you record it once and reuse it. A short intro video on your proposal or a thank-you message after a project wraps up takes minutes to create but keeps working for you every time.

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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:

1. 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.

2. 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.

3. 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.

4. 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.

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How to Embed Videos in Dubsado Forms

To embed your video directly into a form in Dubsado, follow these steps:

1. 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.

2. Get 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’.

3. In Dubsado, go to the form builder and select the form you want to add a video to.

4. 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.

5. 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.

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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:

1. Upload your video to a hosting platform like YouTube or Vimeo, or you can record a video using a platform like Loom.

2. 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).

3. In Dubsado, go to the client project and then to the Forms tab.

4. Click + Add a Form

5. When the pop-up appears, click + New form

6. Click Start from scratch instead → select Link → Create form

7. Add a title to the Video and paste the URL of the link → Click Create

8. Once it’s created, click Share → 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.

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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:

1. Create a video that conveys the main message or instruction, and host the video on the platform of your choice (YouTube, Vimeo, Loom, etc).

2. Embed the video on a page of your website and copy the URL of that page.

3. Go to your lead capture form or public proposal in Dubsado. In Settings, paste the URL under Redirect URL.

4. 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.

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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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Ready to Get Your Dubsado Setup Working for You?

If you want a Dubsado system that's properly built around your client process, including the video touchpoints that make a real difference, I can help.

Book a discovery call and let's talk about what that looks like for your business.