Let’s get into how you can share Dubb videos through Agile CRM. Agile CRM offers a number of ways to send email messages, including both one-to-one and through their powerful automation features. We’re going to explain how to share and track through either of these. Here’s the transcript of this video:

 

Let’s get into how you can share Dubb videos through Agile CRM Now Agile CRM offers a number of ways to
send email messages, including both one-to-one and
through their powerful automation features. We’re going to explain how to
share and track through either of these. First up is
the one to one email sender. You’ll notice here this is the
email composition interface for one to one emails and
you’ll notice the Dubb button is built right in to the toolbar.
This Dubb button will be available as long as you have the
Dubb Chrome extension installed this button here and you’re
logged into it and also that you’re in Chrome while accessing
Agile. As long as those two elements are satisfied,
you will have the Dubb button here inside of Agile. When you
click this, it gives you access to your library of existing videos.
You can also record a brand new video directly inside
here. And when you’re ready to share the video, you simply
click the insert button and we can even put some
personalization right on it. Now that video email
is ready to be shared. So this is how simple it is
to send and track Dubb video messages through Agile’s
one to One messaging tool. Now let’s talk about their powerful
automation features. The difference between the
automation and the one to one sends is these same emails
will be sent to multiple contacts automatically
through the tool. So in order to track specifically
who’s viewing each of these video emails, we need
to make sure that the databases are in sync.
The way we do this is you will take your contacts from
Agile CRM, export them, and then you will
import them into Dubb using Dubb’s CRM
feature. So here from the dashboard you’re going to take
your contacts and then you’re going to import them here into
Dubb using the Import feature. Once the
contacts are in sync, we are ready to attach the
video to our email here inside of Agile. So write
your email as part of your sequence and then in the
HTML section you’re going to include the message. You can include your
little merge skills there if you need to. That’s all supported by Agile.
And then when you’re actually ready to share the video through
Agile through Automation, you’re going to come to the Dubb website,
find the video you would like to share, click the share and
send, click the advanced options,
optimize for and then Select Agile CRM.
Then you are going to click the drop down, click the Copy
HTML code and that is what we’re going to paste
into the template here. And you can see when we click this
load from editor. This is what the email is going to look like and it’s
going to say hey first name, check out this video.
Now if we want to go a step further, we can even
add some personalization text to the video itself by
using their merge fields. So we take that merge field and
now we can say video for that and
when we copy this HTML and paste
that into our system.
Now when this email gets sent all of the
people that receive this are going to have their first name right on the
email on the video and it’s going to uniquely track each
person who clicks and watches and engages with that message.
So that’s all it takes to fully integrate your
Dubb video messages into one to one and into automated
messages coming out of Agile CRM. Now in
order to keep the contacts in sync automatically
you may utilize a service like Zapier which will
have some triggers or some off the shelf thing. You can select where
when a contact gets created in Dubb or in Agile
it will create or update that same contact in the other
system. So Zapier can be used to keep these two platforms
in sync automatically. Zapier can also be used
to trigger separate automations between these two tools because both
Dubb and Agile offer automation features.
For example, if you send a video you want someone to
watch that video or click a button, then based on
them watching that video or clicking that button we can use Zapier to
trigger another workflow or activity inside of Agile
CRM or vice versa. If some activity happens over
here in Agile we can use Zapier to trigger an activity
or task or deal inside of Dubb.
So between the three systems truly almost
any automation is possible. Let us know if
you have any more questions about how to integrate your Agile,
CRM and Dubb video accounts.