Add videos to offers (YouTube, Vimeo, Display Videos)

Modified on Tue, Sep 10 at 2:19 PM

Offers are created with a tab available for you to display any relevant video content. 


 

To add a video to an offer: 

  1. Upload your video to a hosting site, such as YouTube or Vimeo
  2. Copy your share or embed URL
  3. Navigate to your WealthBlock platform
  4. Select Offers from the left menu
  5. Click into the offer you would like to edit
  6. Choose the Video tab
  7. Click Add a Video
  8. Choose your hosting site from the Video Source drop-down menu
  9. 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
  10. Add an optional Description 
  11. Use the Visible To drop-down menu to choose whether the video is displayed to Everyone or Logged In Users
  12. 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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