How to Use Video Proposals

ActiveAgency Website Platform Resource

Help Center - How To Use Video Proposals
Read Time (With Videos)

40 minutes

Designed For

Management, Sales, Marketing, Service

ActiveAgency Focus

Look Amazing, Sell More, Service Better

Record password-protected videos on your website.

Using Video Proposals, you and your team can record and share password-protected videos for prospects and clients. And, since it’s built into ActiveAgency, it drives more traffic to your beautiful insurance agency website, too!

In addition to showing you and your personality, videos are a great platform for highlighting policy features and explaining various concepts in a way that relates directly to your recipient. Plus, it’s just cool!

Watch the Videos 📺

A step-by-step guide.

Explore the following guide to see detailed screenshots and steps for using Video Proposals.

NOTE: We can create special users who only have access to Video Proposals. They cannot see video proposals that other users create, nor can they edit pages or other sections of the website. Use the form at the bottom of the page to have us add users.

1.

Log in to ActiveAgency. To do that, add aalogin to the end of your website address, like this:

https://your-website-address.com/aalogin

Help Center - How to Use Video Proposals - Step 1

NOTE: If you don’t remember your details, click Lost your password or contact us.

2.

Click Add New in the left menu to launch the screen recorder.

Help Center - How to Use Video Proposals - Step 2

3.

Click OK or Allow if prompted. If this is your first recording, you’ll need to install the software first.

Help Center - How to Use Video Proposals - Step 3

4.

You can record your screen, webcam, or both. Select the recorder frame size and desired mic. Drag-and-drop the recorder frame on your screen. Click Rec to start recording.

Help Center - How to Use Video Proposals - Step 4

5.

Record your screen and/or webcam. Click the pause button to stop the recording.

Help Center - How to Use Video Proposals - Step 5

6.

If you’re finished, click Done. To start over, click the trashcan icon. Or, to resume your recording, click Rec.

Help Center - How to Use Video Proposals - Step 6

7.

Enter the Video Title and Notes. Both of these are shown to your recipient. Click Upload once ready.

Help Center - How to Use Video Proposals - Step 7

8.

Wait for your video to upload to ActiveAgency. Then, click Done.

Help Center - How to Use Video Proposals - Step 8

9.

Return to ActiveAgency. Copy-and-paste the details into an email to your recipient. To view the recording yourself, copy the password and click View Video Proposal.

Help Center - How to Use Video Proposals - Step 9

10.

Paste the password you just copied into the field and click Submit.

Help Center - How to Use Video Proposals - Step 10

11.

Admire your incredible video! 😉 If Hello Producer is active on your website, you’ll see your contact info on the page.

Help Center - How to Use Video Proposals - Step 11

12.

To access all of your recordings, return to ActiveAgency and click All Video Proposals in the left menu. Click the info icon to see the link and password again. Page Views shows how many times your recipient accessed the page. Click Edit to change the video title, notes or password.

Help Center - How to Use Video Proposals - Step 12

13.

Click the pencil icon to edit the video title and notes. Change the page password in the right panel. Click Update to save your changes.

Help Center - How to Use Video Proposals - Step 13

Take the next steps with Video Proposals.

3, 2, 1, action! It’s time to give Video Proposals a try.

  • Create your first video proposal.
  • Ensure others on your team have access to create their own video proposals.

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