Automation – MyVideo.Email

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Getting Started

15

Integration Setup: Zoho CRM
Notifications: Setup and Defaults
MyVideo.Email Mobile App: Overview and Getting Started
Install the MyVideo.Email Chrome Extension
Getting Started
Integration Setup: Google/Gmail
Integration Setup: Microsoft/Outlook
Email Confirmation and Account Activation
Common Setup Mistakes and How to Avoid Them
First 7 Days Playbook (New User Success Plan)
Video Recording Basics (Camera, Mic, Screen Options)
New Team Onboarding Checklist (First Week Setup)
Supported Browsers and System Requirements
Login Issues: Password Reset and Account Confirmation
Chrome Extension Quick Start

Recording Videos

11

Custom Video Thumbnails
Recording and Sending Videos on Mobile
Auto-Captions for Your Videos
Video Recording Basics (Camera, Mic, Screen Options)
Best Practices: Recording High-Converting Prospect Videos
Video Script Templates by Use Case
Troubleshooting Performance (Slow Encode/Upload)
Troubleshooting Recording and Upload Failures
Personalization Best Practices for Video Outreach
GIF Preview and Thumbnail Settings
Replacing or Re-recording a Video

Mobile App

2

Recording and Sending Videos on Mobile
MyVideo.Email Mobile App: Overview and Getting Started

Chrome Extension

8

Install the MyVideo.Email Chrome Extension
Chrome Extension Permission Reset Guide (Clean Reinstall)
Inserting Video Snippets into Emails
Chrome Extension in Gmail, Outlook, and CRM Compose
Troubleshooting Extension Not Injecting in Compose Windows
Owner/Manager Guide: Disabling Extension Access
Chrome Extension Permissions (Camera/Mic Troubleshooting)
Chrome Extension Quick Start

Automation

2

Unlocking the Power of Automation Triggers in MyVideo.Email
Integration Setup: Keap

Integrations

13

Integration Setup: Zoho CRM
Gmail Signature Insertion
Automation Templates and How They Work
Sender Domains for CRM Integrations
Integration Setup: HubSpot
Integration Setup: HighLevel (GoHighLevel)
Troubleshooting “No Active Integrations” Alerts
Managing Multiple Connected Accounts
Reconnecting Expired or Revoked Integrations
Integration Setup: Keap
Integration Setup: Microsoft/Outlook
Integration Setup: Google/Gmail
Troubleshooting Integrations

Admin

8

Setting Up Two-Factor Authentication (2FA)
Team SOP: Owner/Manager Monthly Maintenance Checklist
New Team Onboarding Checklist (First Week Setup)
Billing FAQ: Upgrade, Downgrade, Cancel, Reactivate
Owner/Manager Guide: Disabling Extension Access
User Management: Invite, Roles, Remove Users
Account Roles, Tiers, and Permissions
Managing Your Account: Upgrades, Downgrades, and Users

My Videos

11

Custom Video Thumbnails
Auto-Captions for Your Videos
Video Script Templates by Use Case
Video Recording Basics (Camera, Mic, Screen Options)
Best Practices: Recording High-Converting Prospect Videos
Troubleshooting Performance (Slow Encode/Upload)
Troubleshooting Recording and Upload Failures
Personalization Best Practices for Video Outreach
GIF Preview and Thumbnail Settings
Replacing or Re-recording a Video
My Videos Page Overview

My Emails

6

How Recipients Can Reply to Your Videos
Why Send Through MyVideo.Email Instead of “Copy & Send”?
Email Tracking: Opens, Clicks, and Views Explained
Sending Video Emails from MyVideo.Email
Creating and Using Email Templates
My Emails Page Overview

General

16

How to Submit a Bug or Support Ticket
Voting on Feature Requests
How to Submit Feedback
Managing Your Profile and Deleting Your Account
Using the Reply Inbox
Migration Guide: Moving from Another Video Tool to MyVideo.Email
Common Setup Mistakes and How to Avoid Them
How Tracking Works Under Modern Privacy Protections
Compliance and Consent for Video Outreach
FAQ: Common New User Questions
Troubleshooting Send Failures
Error Messages Reference: Meaning and Fixes
Supported Browsers and System Requirements
Security and Privacy Overview
Email Confirmation and Account Activation
Login Issues: Password Reset and Account Confirmation

Sending Email

12

Finding Recipients with Google Contacts Autocomplete
Gmail Signature Insertion
Automation Templates and How They Work
Scheduled Emails: Send Later, Not Now
Send As: Using Gmail Aliases in MyVideo.Email
Recording and Sending Videos on Mobile
Using the Reply Inbox
Deliverability Best Practices for Video Email Outreach
Why Send Through MyVideo.Email Instead of “Copy & Send”?
Email Tracking: Opens, Clicks, and Views Explained
Sending Video Emails from MyVideo.Email
Troubleshooting Send Failures

Video Scripts

1

Video Script Templates by Use Case

Watch Page Settings

7

Sharing a Watch Page Link
Automation Templates and How They Work
Notifications: Setup and Defaults
CTA Templates: Save and Reuse Call-to-Action Buttons
Call-to-Action Buttons on Your Watch Page
Customizing Your Watch Page (Branding)
Auto-Captions for Your Videos

Settings

6

Automation Templates and How They Work
Sender Domains for CRM Integrations
Notifications: Setup and Defaults
Managing Your Profile and Deleting Your Account
Customizing Your Watch Page (Branding)
Setting Up Two-Factor Authentication (2FA)

Releases

2

Release Notes 2026-06-12
Release Notes 2026-05-28

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Automation

Unlocking the Power of Automation Triggers in MyVideo.Email
Integration Setup: Keap

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