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Add a video email step

Record a short video and send it in the thread; opens and watch time are tracked.

6 steps about 1 min captured 2026-10-17 Artra
1

Open a sequence from "Sequences".

Step 1: Open a sequence from "Sequences".
2

Click "Add step".

Step 2: Click "Add step".
3

Choose "Video Reply".

Step 3: Choose "Video Reply".
4

Write the subject and a line or two of text around the video.

Step 4: Write the subject and a line or two of text around the video.
5

The video itself is recorded when the step comes due, from the task in Message Center or the contact page, so each one can be personal.

Step 5: The video itself is recorded when the step comes due, from the task in Message Center or the contact page, so each one can be personal.
6

Click "Save Step".

Step 6: Click "Save Step".
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