🎥 How to Use Konnectvid to Send Videos to Your Clients

How to Use Konnectvid

Step 1: Launch Konnectvid

• Click the Konnectvid on the left-hand menu

Step 2: Start a New Recording

• Click Start Recording on the right side of the dashboard

• A pop-up will appear—add a title for your video

• Wait a few seconds for the title to save
  

Step 3: Start recording!

• The video recorder will appear, with options to:

  • Use webcam

  • Share your screen

  • Or use both

Step 4: Save & Share

• Once you're done recording, click “Save Video to Library”

• Then, choose how to share it:

  • Send via text or email

  • Copy the video link and paste directly to a workflow
    

Step 5: Share Your Video

Once your video is saved, it's time to send it. Here's what each part of the sharing process looks like:

a. Share Video Modal (Pop-up)

When you click “Share” on your saved video, the pop-up below appears.
It’s where you’ll write your message, choose contacts, and preview how the video will look when delivered.

b. Personalizing with Custom Fields

Make your message feel personal by using dynamic fields like the contact’s first name—or any other custom data stored in your system.
Just click the dropdown to insert any custom values directly into your message.

c. Selecting Recipients by Tag or Name

You can choose exactly who should receive your video—either by entering names manually or selecting from tags (like “past client” or “pre-approved”).
This gives you control to send the right message to the right person or group

d. GIF Preview in Email and SMS

Every video you send includes a GIF preview that appears right in the message to make it more engaging for your contacts to click and view your video.

Step 6: Track Engagement

After sending, you can see who watched your video and when they viewed it.

Note: Konnectvid works on desktop only.