Email & Messaging

Email and messaging campaigns are effective channels for delivering personalized videos. Follow these best practices when sending videos through different platforms.

Distribution Channels

Email

Embed the link in a button or image. Use merge tags for personalization. Check preview modes to confirm the personalization works.

SMS / WhatsApp / Chat

Shorten the link using a URL shortener for easier sharing. Include a brief description so recipients know what to expect. Note that dynamic thumbnails may not appear in all messaging apps.

Follow‑ups

Send a reminder message if the recipient hasn't viewed the video after a certain timeframe. You can automate follow-ups using your CRM's workflows.

Best Practices

  • Use a compelling subject line mentioning video

  • Place the video "above the fold" so it's immediately visible

  • Add a play button overlay on thumbnail images

  • Test across multiple email clients (Gmail, Outlook, Apple Mail)

  • Include alternate text for recipients who can't view the video

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