Video Showcase

Overview

This tool gives you the ability to add YouTube, Vimeo, and Loom videos into your widgets for sales, marketing, and educational purposes. You can create video groups and allow your prospects or customers to consume videos in a specific order and within particular categories.


Use Cases

  • Add marketing videos to your website or in your application teaching your visitors or customers about your products and services

  • Create video groups showcasing different areas of your business

  • Build onboarding video sequences to onboard new customers into your products

  • Add customer testimonial videos to your widgets to help convert website visitors using social proof


Configure Video Showcase Tool

Step 1: Open Tool

Navigate to your widget management area in your CRM software and open the Video Showcase tool.

If you have not added this tool to your widget yet, add the tool first, then you can configure the tool settings. Click here to learn how to add new Conversion Tools™


Step 2: Set Tool Titles

  • Title: Set the name of the Video Showcase tool that will be displayed on the initial widget view.

  • Panel Title: Define the text that appears at the top of the Video Showcase tool once it's activated by a visitor.


Step 3: Configure Tool Visibility

In the Tool Visibility section, specify when the Video Showcase tool should be visible based on your office hours found in the widget settings.


Step 4: Add Description

Insert a description that offers viewers an overview of the videos you're showcasing.


Step 5: Choose Playback Mode

Choose how the playback of videos in your playlist should be handled.

You have two options to choose from:

Inside the widget: Videos play directly within the widget.

External popup: Videos open in an external screen for playback.


Step 6: Add Video Groups

In order to showcase videos in your widget you will need to first create a video group. This group helps prospects and customers better understand the category or videos they are watching.

You can create an unlimited amount of video groups

Add Video Group - To add a Video Group, click on the green “Add Video Group” button. You will see a popup appear where you can type in the name for your video group, then click on “Save”.

Default Video Group - When you add your first video group, you will see the group named DEFAULT VIDEO GROUP. Every new video group will be created without any videos added to it.

Reorder Video Groups - When you have multiple video groups, you can choose the order in which they display in your widget by dragging the groups either up or down using this handle and reordering them.

Video Group Name - This is the name your video group will display to your viewers when you have more than one video group. If you only have one video group, your viewers will not see the name of the group.

Remove Video Group - If you no longer want or need a video group, you can click the trash can icon to delete the entire group.

If you delete a video group, the added videos will need to be re-added to a different group if you want to keep them in your widget.


Step 7: Add Videos

To add videos to your video group, click on the green + button.

You can add the following video types:


Add YouTube Videos

When adding YouTube videos to your Video Showcase tool, you can either add individual videos or add entire YouTube playlists just by adding a single URL.

YouTube Playlists

You have the ability to add entire video playlists from YouTube all at once. To do this, click into a YouTube playlist and grab the "Share" link.

When adding a video playlist URL from YouTube, you should see /playlist? in the URL

To add your playlist to your Video Showcase tool, click on the green + button, and you will see a popup appear. Paste the URL of your YouTube playlist and click on “Save”.

After pasting the playlist URL into your video showcase tool, you will see the entire YouTube playlist populate inside of your ChatHQ widget in the preview window! Adding playlists is an easy way to add many videos at once, and keep them organized by a specific category!

Individual YouTube Videos

You can add individual YouTube videos by copying and pasting the individual YouTube video link. Click on the green + icon to add your YouTube video, and paste the URL into the popup and click on “Save”.

After pasting the YouTube video URL into your video showcase tool, you will see your video appear in the preview window to the right.


Add Vimeo Videos

You also have the ability to add Vimeo videos to your Video Showcase tool. Start by going to Vimeo, choosing the video you want to use, and click on the “Copy Link” icon.

To add your Vimeo video to your Video Showcase tool, click on the green + icon next to the Video Group you would like to add it to. You will see a popup appear where you can paste the Vimeo URL, then click on “Save”.

Once you’ve added your video, you will see it populate in the preview window to the right.


Add Loom Videos

You can add Loom videos to your Video Showcase tool as well. Start by going to Loom, and selecting the video you want to use. Click on the “Copy Link” icon on the top right of the video.

To add your Loom video to your Video Showcase tool, click on the green + icon next to the Video Group you want to add the video to. You will see a popup appear where you can paste the Loom URL, then click on “Save”.

Once you’ve added your Loom video, you will see if populate in the preview window on the right.

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