SalesMail Help & Ideas
Create Memorable Connections with SalesMail Lenses (Now available in mobile app!)
NEW: Mobile lenses are now available! Check App Store or Google Play and update your app to SalesMail 2.2.0! Use SalesMail Lenses to boost engagement and make your videos stand out. Add backgrounds, beautify your appearance, or share seasonal and ...
Weak or Interrupted Connectivity or Pending Uploads warnings
Some SalesMailers on version 2.0.1 are seeing "Weak or Interrupted Connectivity" warnings or "Pending Uploads" messages the SalesMail app, when typically they have strong network connectivity. Updating your SalesMail app to SalesMail version 2.0.4 ...
Use SalesMail to keep people informed in a compassionate way before and after emergencies
Video messaging is a quick and powerful way to keep family members, residents, employees and others informed and to put their minds at ease as much as possible before, during, and after a storm or other emergency. Video messages help you get across ...
Sharing team members' videos
If you are a SalesMail users with an admin account, you have the ability to share team members' videos. Here's how: 1. Log into https://portal.mysalesmail.com (same credentials as the SalesMail mobile app) 2. Click 'Team Results' on the left hand ...
How to share a SalesMail using the simplified Gif-Only Template
Sometimes when you send a SalesMail video you may not want all of the branding and contact info to show up in the template that gets pasted in the email. For example, if you already have your logo and contact information in your email signature, you ...
Your SalesMails in Every Language!
We are happy to announce new language features in SalesMail that create a more personal and memorable experience for all, even if your recipient doesn't speak the same language as you do! Transcript Translations – All SalesMail videos have a “Need ...
Multi-Language Support and Intelligent Community/Business Name Recognition in SalesMail
We are pleased to introduce two new updates to the SalesMail platform, designed to make your video communications even more personalized and impactful. Multi-Language Support - For any new videos you record or upload, SalesMail will automatically ...
When pasting into Outlook my logo looks off center and contact info is in black font
Have you noticed that when you paste a SalesMail into Outlook, your company logo is no longer centered and your contact info is in black font rather than your company's colors? If so, you probably had a recent update to your Microsoft Office Suite, ...
AI Intro Text saves time and drives more views!
The SalesMail AI Intro Text feature saves time and drives more views by using AI technology to provide personalized email intro text that encourages recipients to watch your videos. This feature is on by default and places the text just above your ...
SalesMail automatically creates video names for you
We're excited to announce a new feature in SalesMail: AI Video Naming! This innovative addition is designed to save time and make managing your video content simpler and more intuitive than ever. What is AI Video Naming? With AI Video Naming, ...
Mobile App: Upload videos recorded on your phone to share & track via SalesMail
The SalesMail mobile app enables you to upload videos from your phone that are between 5 seconds and 6 minutes long into your SalesMail account. Then you can share and track them from your SalesMail mobile app or SalesMail portal just like a regular ...
SalesMail Portal: How to upload video files into your SalesMail account
Do you have a video file that was recorded or edited outside of SalesMail that you want to share and track using SalesMail? Videos up to 10 minutes in duration and in .mp4 or .mov format can be uploaded using the SalesMail Desktop Portal or the ...
Announcement: Leaderboard Legends Contest Winners!
Thank you to all of the awesome SalesMailers who participated in the Leaderboard Legends contest! SalesMail usage was on ??? over the past several weeks and the competition was fierce! We selected 5 lucky, random winners who made their way to the ...
How to Free Up Storage Space on Your Device
Running out of storage space on your phone can be frustrating and can cause apps, including SalesMail, to crash or not perform properly. When you log into your SalesMail mobile app, SalesMail will display a warning if you have 4 GB or less available ...
April 2024: New Portal Features!
Check out this video overview of your new SalesMail Portal features including a My Org and Global Leaderboard, your SalesMail Rank based on all time views, the Total Engagement Score, and Shares tracking! Be sure to hit the full screen icon in the ...
Achievements: SalesMail Leaderboard
The SalesMail Leaderboards show how you stack up against your peers—inside your organization and across the entire platform—based on the past 90 days of activity. That’s right: the leaderboard never sits still. Since scores are tied to your most ...
Sending SalesMail videos with Knock CRM
SalesMail videos can be included in messages you send from Knock CRM to individual prospects and residents. First log into your SalesMail Portal and go to 'My Results' on the left hand menu. Click the envelope to the right of the video you want to ...
Sending SalesMail with HubSpot
SalesMail videos can be included in messages you send from HubSpot and your sales team can receive real time push notifications and engagement details showing them who watched the video. Here are the instructions to add a video to a regular email in ...
Add SalesMail video to Knock AI Email responses for maximum impact!
Knock AI Email enables properties to configure personalized, automated recommendations based on what prospects mention when they reach out. These automated recommendations become exponentially more impactful when SalesMail videos are embedded in the ...
SalesMail Mobile: Conveniently choose CTA button from your library
Your CTA Library makes it quick and easy top add a Call To Action button to your video! What is a CTA? A Call To Action (CTA) button is a custom button you can add beneath your SalesMail video to drive recipients to take some next action. What is the ...
SalesMail for New Construction
Video is a game-changer for new construction projects. From showcasing initial designs to capturing construction milestones, video can truly bring your vision to life in a dynamic way. Think about it: How often do we rely solely on static images or ...
Special Effects for Mac Users in SalesMail Desktop Portal
Did you know that your Mac may have special video effect features that you can take advantage of when using the SalesMail Desktop Portal to record you SalesMail videos? Check out this Apple support article about some really cool video features ...
Does your automated web inquiry response look like this?
Here is what the typical auto-response email to a web inquiry into a community looks like: From: sd@anytown.com Date: Tue, Feb 21, 2024 at 10:52 AM Subject: Re: Prospect Information Request To: <prospect@gmail.com> Thank you for your interest in ...
Achievements: SalesMail Rank
SalesMail is all about getting views and making memorable connections. Now SalesMailers have an easy way to keep track of, and aim for even more views! The SalesMail Rank panel on your SalesMail Dashboard displays your total all time views on all ...
Get more views!
SalesMail is all about getting views and making memorable connections! So how do you get more views? Here are a few tips: 1. Make the first three seconds of your video interesting! Move, wave, smile, show a sign, stand in front of something ...
Share and vote for new SalesMail feature ideas!
Ideas from SalesMailers like you have helped shape our product into what it is today. Do you want to help determine the new features we add in the future? We set up an easy way to share your product ideas/wishes and vote on ideas that other ...
Brand Selector for SalesMailers who represent various communities/brands!
Many SalesMailers need to represent various communities/brands - whether they are a corporate or regional sales specialist, an internet specialist, or maybe they are stepping in to help out with another community. We wanted to make it as easy as ...
Upload .mp4 or .mov videos into your account to share via SalesMail
The SalesMail Desktop Portal (https://portal.mysalesmail.com) now allows the upload of .mp4 or .mov video files up to 6 minutes in duration, so that they can be shared via SalesMail to take advantage of SalesMail's features such as: Branding ...
SalesMail Features - QR Codes and CTA Library
Click here to learn about SalesMail QR Codes Click here to learn about the Call To Action (CTA) Library
CTA Library stores your Call To Action buttons for easy access
If you aren't familiar with SalesMail Call-To-Action (CTA) buttons, start here. The CTA Library in the SalesMail Desktop Portal is a place to store frequently used CTA button templates so that you can easily choose from them when you you want to add ...
QR Codes for SalesMail Videos
NEW: SalesMail QR Pro - Unlimited, editable, trackable QR codes for videos, URLs, and more! When we saw how popular the QR code feature added to SalesMail in June was, we knew it was time to step up our QR code game and add some big new features in a ...
Decrease no show rate for job interviews
We keep hearing how hard it is to get people to show up for job interviews. However, one of our clients increased their show rate for job interviews by 85% using SalesMail to send quick video messages to remind candidates of their interview day and ...
New SalesMail User? Get Started Here!
Welcome to SalesMail! You can now use SalesMail to quickly and easily send video messages via text, email, CRM, or social to build stronger relationships and create memorable experiences with the audiences that matter most to you. Here is how to get ...
Have a feature request or product idea?
Have a feature request or product idea? Email our product team at product@heartlegacy.com. We'd love to hear about it!
Sharing SalesMail Videos on Social
SalesMail videos can easily be shared on social media sites such as LinkedIn and Facebook. Here are examples of SalesMail video topics you can record and post on social: Promote an upcoming event Invite people to visit your community/business Talk ...
Pro Tips on Texting Prospects with Video
Text messaging is a widely preferred communication method, and more text interactions are occurring between consumers and businesses every day. We are sure you have found many prospects who prefer to communicate via text. Here are some best practices ...
Group SalesMail Training Every Thursday @ 1pm Central
You are invited to join our group SalesMail training sessions lead by our Senior Director of Client Success, Brian Keech! He will walk through the basics of SalesMail on both the mobile app and the desktop portal and get you prepared to build strong ...
Tips for Apartment Tours using SalesMail
Ready to record an awesome apartment tour that your recipients will want to watch over and over again. Let them fall in love with the apartment through video, and share it with other friends and family! Let's get started. Please read this entire ...
Sharing SalesMail using Mailchimp
Here are instructions on how to share a SalesMail video using Mailchimp: Log into the SalesMail Desktop Portal at https://portal.mysalesmail.com Go to ‘My Videos’ and click the green arrow Share button next to the video you want to use. Scroll down ...
SalesMail Desktop Portal will not load or save videos.
If you received an error about your time settings on your computer, if you don't see any data/videos on the Dashboard, Activity Feed, My Results, Team Results and/or if you cannot save a video recorded using the SalesMail Desktop Portal, there is a ...
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