Offers are created with a tab available for you to display any relevant video content.
To add a video to an offer:
- Upload your video to a hosting site, such as YouTube or Vimeo
- Copy your share or embed URL
- Navigate to your WealthBlock platform
- Select Offers from the left menu
- Click into the offer you would like to edit
- Choose the Video tab
- Click Add a Video
- Choose your hosting site from the Video Source drop-down menu
- Paste your URL
NOTE: If using a Facebook video, you can use this tool to retrieve the embed URL. You will want to copy the URL from the IFrame:
- Add an optional Description
- Use the Visible To drop-down menu to choose whether the video is displayed to Everyone or Logged In Users
- Click Update
You can edit your videos by clicking the pencil icon, or delete them using the trash can.
NOTE: If trying to use HTML to add a video, the video and source tags are not supported for security reasons.
Previous training: Add documents to offers
Next training: Add an account to the CRM
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