Step-by-Step Guide to Requesting a Reference Video from a Customer
Learn how to request a reference video from your customers, including step-by-step instructions on composing emails, adding video instructions, and sending requests.
You will learn!
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How to request a reference video from your customer.
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How to customize your email and video instructions.
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Tips for ensuring high-quality customer video submissions.
Accessing the Reference Video Section
To begin, navigate to the "References" section in your dashboard.
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Step 1: Open the menu in the top-left corner of your dashboard.
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Step 2: Select "References" from the dropdown list.
Here, you will find all the reference videos you’ve received and those you've requested.
Sending a Reference Video Request
Once in the References section, you can easily send a video request to your customer by following these steps:
Step 1: Fill in Recipient Details
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Enter the recipient's email address, first name, and last name in the corresponding fields at the top.
Step 2: Compose Your Email
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Write the subject and message for your reference video request. You can either write a custom message or use one of the pre-made templates to save time.
Step 3: Provide Video Instructions
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Add specific instructions to guide your customer in creating the reference video. This is optional but can improve the quality of the videos you receive.
Example Instructions:
“Thank you for helping us!
You are free to choose the content for your video, but please consider the following questions:
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Why did you decide to work with us?
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How has our cooperation gone, and what results have we achieved together?
For the best results:
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Open this page on your mobile phone.
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Click the button below to start recording your reference video.
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Prefer a horizontal (landscape) view.
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Be yourself—the narrative can be authentic.
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Keep the video short, around 1 to 3 minutes.”
Sending Your Request and Tracking Responses
Step 4: Send Your Request
Once everything is set, click “Send a Request” in the bottom-right corner to send your reference video request to your customer.