I know we’re biased, but requesting videos just might be one of our favorite things about Gratavid! It makes it super easy to record testimonials, capture behind the scenes and secure thank you’s from board members, clients, students, and so much more. Video requests are indeed the icing on the cake.
To really make things easy, you can request videos and upload them all in one place... in our app! Check out Create and Send Your First Gratavid Task From the App.
Ready to learn how to request videos? Here we go!
Step 1: Login
Go to www.gratavid.com and click login in the upper right-hand corner. If you are already logged in, skip on down to step 2.
Step 2: Select a note from the notes section or create a new one
Watch the video below to see us walk through steps 2-6.
Click on the note you would like to request a video for or create a brand new note if you have not done so already.
Click here to learn how to create a new note, or click the ? icon next to the bolded word Notes.
Step 3: Scroll down to the videos section
Once you have messaging filled out, it is time to add a video… the star of the show! Click the down arrow next to +add video and then click on request new video.
Step 4: Title the video request
Once you select to request a new video, this will pop up. It will ask you to title the video. We always do the name of the recorder, then type vid request. See the example below.
Once you have titled the video request, click next.
Step 5: Fill out the video request information
It will then bring you to this page to fill in the rest of the information. Put the recorder’s name, directions for the video, and then either their email address or cell phone number. We love sending it via text because they can record the video directly from their phone and upload it with just a few easy clicks.
Click send from my email or send from Gratavid to send it via email, or send via text to have it sent as a text message. Then go ahead and click save and close and wait for the recorder to send the video back to you.
Step 6: Add the video to the note once received
Once you receive the video request, you will receive a notification in the bell icon in the upper right corner.
You will also receive a notification in your email inbox. You can click the view now to view it this way, or else you can go back to your Gratavid account and view it there.
Watch the video to ensure that everything looks good.
Lastly, move the video up to the front so that it shows first in the sequence.
*This same process can be done in the task list as well*
Go to the task list located on the left-hand side, and then click the name you want to create a video. Click the down arrow next to the record now button and click request new video. The same pages as above will pop up, so follow the same procedures as before.
And that’s how it’s done! Video requests are meant to capture those special moments. If you want to send video requests in bulk, check out How to Request Videos in Bulk.
Please don’t hesitate to reach out with any questions. Here’s to capturing memorable moments!
