Getting Started

Welcome to MyVideo.Email. This guide walks you through your first success in about 10 minutes:

1. Connect your email integration
2. Record your first video
3. Send your first video email

Before You Start #

Make sure you have:

• A MyVideo.Email account and login
• Access to your email provider account (Google, Microsoft, Keap, or other integrated CRM)
• Camera and microphone available in your browser

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Step 1: Connect Your First Integration #

1. Log in to MyVideo.Email.
2. Go to Integrations (/integration).
3. Under Available Integrations, click the provider you want to connect:
   • Google
   • Microsoft
   • Keap
4. Complete the provider’s authorization flow.
5. Return to MyVideo.Email and confirm it now appears under Connected Integrations.

Success Check #

You should see your provider listed as connected.
If no integration is active, you won’t be able to send or track emails.

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Step 2: Record Your First Video #

1. Go to My Videos.
2. Click Record Video (or equivalent record action).
3. Allow browser permissions for:
   • Camera
   • Microphone
4. Select your preferred camera and mic.
5. Record a short test video (30–60 seconds).
6. Stop recording and save/upload.

Success Check #

Your video appears in My Videos and has a share/embed/snippet option.

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Step 3: Send Your First Video Email #

1. Go to My Emails (or your send flow).
2. Choose the connected integration/account.
3. Select the video you just recorded.
4. Enter recipient details and subject line.
5. Insert/send the video email.
6. Confirm send status.

Success Check #

Your email sends successfully and tracking is available (when supported by your integration).

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Pro Tips for Better Results #

• Keep your first video under 60 seconds.
• Start with a friendly first line using the recipient’s name.
• Use a clear CTA at the end:
  “Reply with your preferred time,” or “Click here to book.”
  • Business and Premium members can add a CTA button on the Watch Page.

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Troubleshooting #

I can’t connect an integration #

• Re-open Integrations and reconnect.
• Verify you’re authorizing the correct provider account.
• If your org owner disabled extension access, contact your admin.

Camera/mic isn’t working #

• Check browser permissions for camera and microphone.
• Close other apps using your camera.
• Reload and try again.

I’m sent to Integrations when trying to send #

• You likely have no active integration.
• Connect at least one provider in /integration.

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Next Steps #

• Record 3 reusable intro videos for different audiences.
• Create a simple follow-up template in My Emails.
• Install and test the Chrome extension or mobile app for faster workflow.