The first step in automating onboarding videos is to create a template that serves as the design for all videos. Within this template, you can define the text and media elements you wish to replace with unique customer data.
While there are pre-made templates available, you may prefer to design your own using the editor. With a wide range of customization options, you can create onboarding videos that perfectly meet your specific needs.
Once you've created a template, the next step is to generate your personalized onboarding videos. The easiest way is to use a no-code platform such as Zapier, Make (Integromat), or Pabbly. These platforms let you build customized workflows by integrating thousands of apps, including Creatomate, HubSpot, Salesforce, and other CRM tools. Here's a tutorial on how to create personalized videos using Zapier. As for Make and Pabbly, the concept is the same.
Use any customer information you have to create personalized onboarding videos. Whether you choose a no-code automation platform or a programmatic approach, delivering an outstanding experience to your new customers has never been easier.
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