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How do I record and send a Quick Video from the mobile app?

  1. Tap Create in the bottom menu and choose Quick Video.
  2. Hold your phone in portrait or landscape, and pick the front or rear camera.
  3. Tap the red button to start recording.
  4. Tap the button again to stop.
  5. In the menu that appears, choose:
    • Review clip to watch it back
    • Delete clip & re-record to start over
    • Save & Share Video to move forward and send it
    1. On the Share Video screen, you can customize the following:
      • Video Title: your last chance to edit the title (60 characters max).
      • Email Title/Subject: the subject line your recipient sees (150 characters max).
      • Message: a note that appears on the video player page and in emails sent from the app (250 characters max). This is optional, but we always recommend adding one, because it encourages people to click play.
      • Call to Action Button: tap Add a Saved CTA or Add a New CTA.
      • Commenting: turn it On to let viewers comment, or Off to turn comments off.

    Choose your recipients

    1. Next to Recipients, tap Add, then choose one of these:
      • App Contact List: pick from your saved contacts or add a new contact. If your CRM is connected to OneDay, you can pick your CRM contacts here too.
      • Enter Email/Phone Number: send to a one-time recipient. They won’t be saved to your contacts.
      • Select from my Phone Contacts: send to a one-time recipient from your phone’s contacts.
    2. Tap I’m Done! Publish & Send, then tap Share to confirm.

    Share with a link instead (optional)

    1. To get a shareable link without sending through the app, skip adding recipients. Tap I’m Done! Publish & Send, then tap Publish to confirm.

    Note: If you publish without adding recipients, comments are turned off and your video’s analytics will be limited. To get the full engagement data, add your recipients in the app.