This step-by-step guide will teach you everything you need to know about creating a Video Request campaign. Use this campaign type to request videos from students, faculty, staff, patients, parents, and others.

Send a Video Request with recording instructions, and your recorders can reply with a video. You will be notified via email when they reply, and you can find their video in your Video Library in the Replies folder. From there, you can use the video in other campaigns.

Step 1. Create a Video Request Campaign

When you first log into your account, you'll find yourself on the Home page. There are two ways you can initiate the creation of a campaign.

• Click Create New Campaign in the Your Recent Campaigns section.
• Click Campaigns in the navigation bar at the top of your screen, then click Create New Campaign.

Once you do this, you'll be prompted to choose a campaign type. Select Video Request, and name your campaign. Lastly, select your delivery method: email, text message, or a shareable link. The shareable link allows you to request videos from anyone with the link rather than a list of specific recorders. To learn how to do this, scroll down to the heading Create a Shareable Link.

Step 2. Add Recorders

Click +Add Recorders or Start Adding Recorders. Select one of the following methods of uploading recipients:

• Upload Recorders All at Once
• Add from Lists
• Add Manually
• Add from Contacts

Upload 

Before uploading, make sure your spreadsheet is in .csv, .xls, or .xlsx format. You can then either drag-and-drop or browse your files.

Once you upload your spreadsheet, you will be prompted to use dropdown data fields to choose which column headers of our platform correspond to the column headers in your spreadsheet. If your spreadsheet doesn't have column headers, you can uncheck the Data Includes Headers box.

Make sure to check the box at the bottom of this section that says These recorders have opted-in to receive ThankViews from [Your Organization].

Add from Lists 

If you've already created a list of the recorders you'd like to use, you can scroll through the Add from Lists section or search for the name of a specific list. Select your list, then click Continue.

Add Manually

You may manually add recorders by entering their contact information. The only required fields are First Name and Email, but the more information you enter, the easier it will be to organize your contacts and personalize your content.

Once you've entered the information, click Add Recorder.

Add From Contacts

At the bottom of the Add Manually section, click Add from Contacts. You can either search for a contact, or select by scrolling through the list. Once you've selected your contact(s), click Add X Contacts.

Click Next Step to proceed once you have added all of your recorders to your campaign.

Step 3. Set Up Request Page

The Request Settings section allows you to choose how your request will look and who it's coming from. You'll populate the following fields:

• Subject Line: the subject line that recorders will see in their email inbox
• Button Color: the hex code you would like to appear on your button
• Sender Name: the name of the sender of this ThankView
• Sender Email Address: the email address from which this ThankView will be sent
• Reply To: the email address(es) that will receive any replies sent by recipients
• Landing Page Appearance: the landing page on which your request instructions will display
• Font: the font that will appear on the email and landing page of this campaign
• Language: the language for the email and landing page of this campaign

Request Instructions

To add video instructions in order to guide your recorders and help them understand your expectations, you must either record a video using your webcam or upload a video into your Video Library. Then, to attach it to this campaign, click + Access Video Library. 

You may also add up to 2500 characters of instructions in addition to our default instructions. You may also include merge fields and emojis to personalize your message.

Lastly, you can set a due date for submissions and up to three additional automated follow-ups.

Click Next Step to proceed.

Step 4. Schedule Sends

You will see a list of all of your recorders. Before sending your Video Request, we highly recommend that you click Send Test so that you can preview the entire ThankView.

Once you have reviewed your ThankView, you are ready to send! Click Schedule All to send your campaign to all of your recorders at once, or check the box next to the recorders you would like to send to, and click Schedule. 

You may then click Send Now, or click Schedule Send to schedule this campaign to be sent up to a year in advance. Be sure your scheduled sent date is on or before your due date if you've set one.

Step 5. Monitor Incoming Replies

Recorder Perspective

Once a recorder clicks on your video request link, they will be taken to a page where they can read the instructions and submit a video. They can record it directly or upload a pre-recorded video.

They will also be able to use our "teleprompter" feature. They simply will need to click Toggle Instructions, and the Request Instructions will be fully visible while they are recording.  

After recording their video, your recorders will be prompted to include the name of the recipient they recorder for. so that you're more easily able to find and utilize their replies in future campaigns.

Once submitted, your recorders will receive an email notification that confirms their video has been sent to you.

Your Perspective

Once a video is submitted, it is filed in the Replies folder of your Video Library where it can be reviewed, downloaded, or attached to a campaign. It will be titled with the recorder's name followed by what they've written in the name field of their submission. For example, if student Ashley Smith submits a reply for Dr. Walsh, the title will be 'Reply Ashley, For Dr. Walsh.'

You will also be able to view video replies in the Replies section of the campaign itself.

Step 6. Ask a Recorder to Rerecord (if necessary)

If you would like a recorder to re-record their video:

1. Go to the Replies section of your campaign.
2. Under the Actions column, select the ellipses.
3. Click Request Rerecord.
4. You will receive a popup asking to add new instructions or feedback, you will also have an option to archive the old video to avoid confusion. Complete the fields and click Confirm.

Create a Shareable Link

An alternative to using email or text is creating a shareable link. This link allows you to request videos from anyone that receives the link, rather than a curated list of specific recorders. A recorder can also use the same link to record multiple videos. 

Step 1. Create a Campaign

Follow the instructions above for creating a campaign.

Step 2. Setup Request Page

Follow the instructions above for the Setup. The only difference is toggling on Submissions Enabled. This allows you to copy the Public Request Link and paste it to social channels, online forums, and emails so that you can begin collecting videos.

If you have Submissions Disabled, you will receive a popup when attempting to copy the link. The popup will redirect you to the Setup section so that you can enable submissions. 

Step 3. View Replies

If you have not received any replies, the Public Request Link will be displayed for you to copy and share. Otherwise, the replies experience is the same for all Video Request delivery methods.

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If you have additional questions, please reach out to your Customer Success Representative or support@thankview.com.