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 to your email templates.
How to Set it Up
- Go to Admin > Email Templates > Add Template
- Take a Screenshot of the video where it's hosted (ideally with a big play button in the middle)
- Click Insert Image (mountains and sun icon) to add the screenshot
- Select the Video Image in the email by highlighting the image with your cursor > click Add Link (chain icon)
- Paste the Video Link > Insert Link
- Complete your email template and press Save
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.