Creating and sending tasks is where you will most likely spend the majority of your time in Gratavid. The task section is meant for sending 1-to-1 personalized videos to students, donors, church members, etc.
You can add tasks one at a time or import them in bulk (watch video).
1. Login and stay on the task list
First, you will login to Gratavid and go to the task list. Go to www.gratavid.com and click login. Once you are logged in, it will automatically bring you to the task list section. Stay on that page once logged in.
2. Add a new task
On the task list page, you will click the + button in the upper right. You will then choose to add a single task and manually type in the comments or reason for task, the recipient's email, and their first and last name. After you fill out the information, click add task. You will then see it appear in the task list.
3. Add video(s) and select a note
After you have added a task, it is time to add a video and a note.
You have a few options for the video. You can record directly from your phone, search existing videos already uploaded to your Gratavid account, request a new video, or upload a video from your phone.
Learn How to Send a Video Request.
Once you have uploaded a video, click continue.
You also have the possibility to add multiple contacts to one task (i.e. you want to thank a married couple). Click on the task in which you wish to add another contact. Click next to the person's name on the contact currently to search other contacts or add a new contact. This is what it will look like if multiple contacts are added to a single task.
Now it is time to select a note template. Notes templates act as 2 things: 1. bulk sends (on the pro and enterprise plans), and 2. a template for the task list (for all 4 plans). Here is where you use them as a template.
For the message section, it will automatically default to the message you created in the note template, but you can edit it if you wish to do so.
Check the send email box. If you are logged in via Gmail or Outlook, you can send it directly from your personal email.
Choose to auto resend the video if not opened within 3 days. You can change the number of days to resend anywhere from 1-7 days.
Lastly, click the preview button to ensure everything is all set before you send it off.
This is how it will appear if multiple contacts are added to the note. If a merge field was added to the note message, it will not add in their name until you preview each one separately. Click the preview button at the bottom to view each recipient separately.
4. Send it out
Lastly, it's time to send it out! You can either send it right away or click the down arrow to schedule it on a different day.