SalesMail WelcomeHome Integration
SalesMail WelcomeHome Bidirectional Mobile App Integration
You can use the SalesMail WelcomeHome integration CRM button at the bottom of your SalesMail mobile app to search for a prospects/influencer in WelcomeHome, send them a new or Favorite SalesMail video with their email/phone number automatically populated in the email or text, and enjoy the time-saving convenience of having a completed activity automatically written back into WelcomeHome as well as push notifications and engagement details that show you WHO watched your video!
- Click the CRM icon at the bottom of your SalesMail app. If you don't see the CRM button, reach out to your Client Success Specialist for integration setup.
- Search for the name of an influencer or prospect and choose one from the results.
- Select a favorite SalesMail, record a new video, or select an associated influencer to send a video to.
- When you share via text or email, the phone number or email address will be prepopulated with that of your selected prospect or influencer.
- When your video is viewed, you'll see a push notification showing who watched your video!
- An activity will be written into WelcomeHome to document your SalesMail video outreach. Example below:
Sending Bulk Emails in WelcomeHome with Detailed View Tracking
You can also send bulk or automated messages in WelcomeHome in such a way that you get detailed view tracking so you can see who watched the video. Read this article for instructions: https://support.heartlegacy.com/portal/en/kb/articles/creating-a-welcomehome-message-template-with-a-trackable-salesmail-video
Using the SalesMail Desktop portal (https://portal.mysalesmail.com)
You can also paste SalesMail videos directly into email messages or templates in WelcomeHome:
- Create an email draft in WelcomeHome.
- When you are ready to paste a SalesMail into that email draft, log into the SalesMail Desktop Portal using the same credentials you use for the SalesMail mobile app.
- Go to 'My Videos' (or 'Team Results') and click the green mail icon to the right of the video you want to share. This will bring you to the Share page.
- Click the 'Share via WelcomeHome' (or 'Share via CRM') button to copy your SalesMail video and then paste into the email draft in WelcomeHome.
- Be sure to edit your activity in WelcomeHome to change it to a "SalesMail" activity type.
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