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How to Embed Videos to Workflow Emails

If you need to embed a video in workflow emails but prefer not to use the built-in message field or deal with coding, this tutorial will guide you through an alternative solution.

Updated over a month ago

The first step here is to create an email template. Follow the steps below to create one.

Go to Marketing > Click on Emails > then choose Templates

Once you are in the Templates tab, Add a new blank template by clicking +New > then choose +Blank Template

Select Design Editor

You can drag and drop elements from left hand side to the email template. As for a video, there are two ways to add them in a template. You can use the Code Element or Video Element.

  1. Adding a video using Code Element

    1. Click the Code Element then drag and drop it in the template

    2. Copy and paste the video embed code and click Save

2. Adding a video using Video Element

a. Click the Video Element then drag and drop it in the template

b. Select a Video Type (Youtube, Vimeo, Loom, Wistia, HTML5)

c. Copy and paste the video URL in the Video URL field

Once you're done editing the email template, name your template and then save it by clicking Save Template on the upper right hand corner of the screen.

Now that your email with the embedded videos are created, the next step here is to add them to your email workflow. To do this, head over to Automation then select the workflow where you want the email to be added.

On the Send Email action inside your workflow, Click on the Templates option and choose the email template that you created then Click Save Action

After this, you can Toggle on the workflow to publish if you haven't published it yet and make sure to click Save to save the changes made on the workflow.

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