Month: May 2015

When reaching out to prospects and customers, are your emails all starting to look the same? If you were on the receiving end, would YOU be enticed to open your email? If you’re like most sales and CSM reps, you’re probably sending some variation of the same email day-in and day-out. Let’s face it, it’s boring for you, and it’s boring for your reader… and “boring” won’t drive engagement.

I’m here to help you crawl out of your rut, be different and add a little personality to your emails. Different draws attention, and when you’re trying to book a meeting with a prospect, revive a dead lead or better engage with customers, you need to get their ATTENTION!

With Gmail making it so easy to add media content to emails, ever think about sending a personal company-branded video when doing your outreach? Seeing a video thumbnail with your friendly face and a company logo is way more enticing and WILL increase your CTRs and response rates.

OneMob and Gmail are a match made in heaven. In addition to recording a hi-def professionally branded video in under 60 seconds,  you can easily drop that video into Gmail. Oh, and did I mention that all viewer activity gets tracked in Salesforce?

Ready to give it a whirl? Here’s how:

STEP 1: In your Activities or Saved Feed, find the message you want to send, then swipe to the left and tap the green Link icon.

STEP 2:  Associate your link to a Lead or Contact in Salesforce, whoever you want to send the message to. This allows all of the recipient’s activity to be tracked on the Lead or Contact record in Salesforce.

STEP 3: Save the link. OneMob will send you an email with the link you requested.

STEP 4: In Gmail, compose a new message. Drag and drop the video thumbnail into your new email. Then copy the video link provided and use it to hyperlink the thumbnail. Now you have a clickable video thumbnail. Easy!

There have been a lot of questions about whether or not a OneMob message can be sent from an email created in Outlook. The answer is YES! OneMob allows you to create what is called a “Link” for any videomail or voicemail. Creating a Link allows you to embed a URL in another email client (e.g., Outlook) or any social media channel. The embedded URL will then link directly to your OneMob message. Here’s how to create a Link in OneMob:

1. In the Activities or Saved Feed, find the message you want to create a link for, then swipe the message to the left and choose the green Link icon. Another way is to tap into the message, then choose the Link icon.

2. Link to Salesforce (Pro-tip: this is optional, but highly recommended so you can track activity back to Salesforce)* – you can associate a Link to a single Lead or Contact in Salesforce. This allows all of the recipient’s activity around your message to be written to the Lead or Contact activity related list in Salesforce.

*Note: if you do not associate a Link to someone in Salesforce, we cannot write the activity to the respective Lead/Contact in Salesforce.

3. Give your Link a name. This is an internal reference name only.

4. Tap Save. The message you just created a Link for will appear in your Activities Feed. But don’t worry, your message has not been sent to anyone yet!

5. After creating a Link, you’ll receive an email from OneMob with the Link URL and video/voice thumbnail.

6. Copy & paste the thumbnail image into a newly composed email in Outlook, then use URL provided to hyperlink the thumbnail image.

Use the guide below to determine when it’s appropriate to associate a Link to someone in Salesforce, when to use the URL alone when embedding the Link in Outlook, and when to use the video thumbnail with hyperlink. Note: some email clients don’t display images by default, so it’s always recommended to include the Link URL and thumbnail, so the recipient has multiple options to play your message.