A 1:1 video is a personal message you can send to an individual contact via e-mail or text.
Typically, 1:1 videos do not include an acknowledgment of a donation contacts have made. We recommend sending these videos to contacts to thank them for helping with a project or to encourage a donor who may be at risk of having their recurring donation lapse.
Step 1: Navigate directly to the contact's profile
You can search for a contact by clicking the magnifying glass icon at the top of the page or by clicking the 'Contacts' tab on the left navigation panel of your 'Donor Management' Dashboard.
Their profile should appear similar to this:
Step 2: Select 'Video'
Scroll down on their profile until you find the 'Interactions' section. From there, click the 'Add New' button and select 'Video' from the drop-down list of options.
Step 3: Record your video
You will be taken to a page where you can start recording your video or upload one instead.
If you do not have a webcam or would prefer to use your phone to record and send your message, click the link in the box in the upper right corner of the page.
Note: If you click the link to record using your phone, you will be directed to a new page prompting you to enter your mobile number. Click on the 'Send Link' option.
A text message with a unique link will be sent to the number you entered. Click the link to record the video using your phone's camera and make any updates to the message you are sending.
Step 4: Choose the 'Delivery Type'
Use the radio buttons under 'Delivery Type' on the right side of the page to indicate if you are sending your message via text or e-mail.
Note: If there is no valid phone number on the contact's profile, the option to send your message to them via text will be greyed out.
Step 5: Create a subject line and message
Scroll down to start crafting a subject line to grab your contact's attention and include a short message to accompany your video.
Note: By default, the option to share your video publicly under the message composer will be checked.
Step 6: Send your video!
When you are ready, click the 'Send Now' button in the top right corner of the page to send your video on its way!
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