Video Follow

Get started with adding videos to surveys in Salesmate CRM to include help guides, onboarding clips, or brand promos, making your surveys more engaging and informative for respondents.

Topics Covered:

• Steps to Add a Video to a Survey
• Configure the Video
• Save or Publish the Survey

Steps to Add a Video to a Survey

• In the left sidebar, click Surveys, then select Create Survey or edit an existing survey.

• Add a Video element to your survey from the Content section.

Configure the Video

Here’s what you need to set up for the video:

• Video URL: Enter a publicly accessible video link from platforms like YouTube or Vimeo.

Save or Publish the Survey

• Click Save to store the question configuration in your survey or hit the Publish button to make your survey live.