Adding Non-YouTube Videos to Email Templates

The easiest way to add videos to your emails in Follow Up Boss is by uploading the video to YouTube and then following the instructions here to add it to your email.

If you prefer to host your videos somewhere else like Vimeo or Wistia, here are the steps for adding those into your email templates:

  1. Go to Admin > Email Templates > Add Template
  2. Take a screenshot of the video where it's hosted (ideally with a big play button in the middle)
  3. Click the 'Add Image' button and add the screenshot you just tookfile-GF4wFMLaq9.png
  4. Select the video image in the email, click the link button in the toolbar, and paste the video link.file-YLCOxECzcF.png
  5. Hit 'Insert Link', and then save your email template

Now when you send that email template to one of your leads or clients, they'll be able to click the image of that video and be taken to the page where they can watch it.

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