You can send personalized videos from both the desktop and mobile DriveCentric apps. Videos help create a more personal connection and increase customer engagement.
Before You Start
Desktop users need a working camera and microphone
Customers must have:
A valid email address, or
A phone number opted in to texting (required for text delivery)
Desktop: Sending a Video
Open the customer’s Deal Card
Navigate to the Activity tab
Select the Video tab
Recording the video
If your store uses Live Rooms:
Choose Record a Video
If your store does not use Live Rooms:
You’ll be taken directly to the recording screen
Click the purple record button to start recording
Personalizing before sending
Choose who the video is sent from
Select an email address or text number
Update the email subject line (email only)
Edit the message for email or text
Click Send Video when ready
Mobile: Sending a Video
Open the customer’s Deal Card
Accessing video
iOS: Tap the Plus (+) button in the bottom-right corner
Android: Open the Activity tab, then tap the Plus (+) button
Select Video from the action menu
Recording the video
Choose Take Video
Select a Take Video from options
Tap the red record button to start recording
Optional: Use face filters by tapping the mask icon
Sending the video
Choose how to send the video:
Email: Can edit the subject line and body of email.
Text: Customer must be opted in to texting. Can edit the message.
Tap Send Video
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!