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  2. Convey
  3. Sharing Your Convey Videos

Convey: How do I create and share a video with a prospect?

  1. Login to the Convey by OneDay app on your mobile device
  2. On the home screen, tap the teal + button on the bottom right-hand side of the screen
  3. Tap “Create a Sales Video”
  4. You will be prompted to either select a saved prospect or add a new prospect by tapping the + icon in the top right-hand corner
  5. The Convey app will automatically display your video options; tap the topic that resonates with the video you want to create
  6. This will open your camera to begin recording
    • Important details:
      • You can flip the camera to record in “selfie mode.” To do this, simply tap the circle with the arrow above the red record button.
      • You can also use a video that exists on your Camera Roll - outside of the Convey app. Tap the film strip icon in the bottom left corner of the screen, then choose the video you want to bring into Convey.
      • In the center of the screen, you may see prompts appear. If you have one of these prompts displayed in the center when you tap the red record button or upload a video from Camera Roll - this text will display in the video.
      • You can add your own prompt or hide the prompts if you prefer. Tap either of those options at the top of the screen. If you add a prompt, it will play before that clip you record.
  7. To begin recording, tap the red record button. To stop, tap it again.
  8. Once you stop recording, you have a few options:
    • Review clip - watch what you just recorded
    • Record another clip - capture another video that will play immediately after the one you just recorded
    • Delete clip & re-record - remove the clip you just recorded and try again
    • Save clip & edit video - move forward in the process
  9. Once you’ve tapped “Save clip & edit video” you can edit the video or tap the green “Next” button at the bottom of the screen to proceed
  10. On the Share Video screen, personalize the Email Title/Text Subject (optional) 
  11. Enter a comment that will be sent out with the video (optional)
  12. Select which recipients from the list you’d like to send the video to
  13. To send the video, tap “Publish & Share”
  14. A confirmation message will appear; Press “Share” again
  15. Once your video is uploaded you will receive a successful notification stating, “Video has been successfully shared”
  16. Tap Ok to return to the home page
  17. Your recipient(s) will receive your video as a link and will be able to watch, comment, and engage