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Step-by-Step Guide to Requesting a Reference Video from a Customer

Learn how to request a reference video from your customers, including step-by-step instructions on composing emails, adding video instructions, and sending requests.

You will learn!

  • How to request a reference video from your customer.
  • How to customize your email and video instructions.
  • Tips for ensuring high-quality customer video submissions.

Accessing the Reference Video Section

To begin, navigate to the “References” section in your dashboard.
  • Step 1: Open the menu in the top-left corner of your dashboard.
  • Step 2: Select “References” from the dropdown list.
Here, you will find all the reference videos you’ve received and those you’ve requested.

Sending a Reference Video Request

Once in the References section, you can easily send a video request to your customer by following these steps: Step 1: Fill in Recipient Details
  • Enter the recipient’s email address, first name, and last name in the corresponding fields at the top.
Step 2: Compose Your Email
  • Write the subject and message for your reference video request. You can either write a custom message or use one of the pre-made templates to save time.
Step 3: Provide Video Instructions
  • Add specific instructions to guide your customer in creating the reference video. This is optional but can improve the quality of the videos you receive.
Example Instructions: “Thank you for helping us! You are free to choose the content for your video, but please consider the following questions:
  • Why did you decide to work with us?
  • How has our cooperation gone, and what results have we achieved together?
For the best results:
  • Open this page on your mobile phone.
  • Click the button below to start recording your reference video.
  • Prefer a horizontal (landscape) view.
  • Be yourself—the narrative can be authentic.
  • Keep the video short, around 1 to 3 minutes.”

Sending Your Request and Tracking Responses

Step 4: Send Your Request Once everything is set, click “Send a Request” in the bottom-right corner to send your reference video request to your customer.