How to record and send a sales video in HelloRamp Engage

To record and send a sales video in HelloRamp Engage, start a new video, add a title, choose Record Video, record one or more clips, tap Send to process the video, then copy the share link, choose a lead and send it.

Start a new video, add a title, record clips, process the result, and share the finished video with a lead in HelloRamp Engage.

Before you start, have your HelloRamp Engage workspace, a camera to record the clips and the lead you want to send the video to.

How do I record and send a video in HelloRamp Engage?

  1. Open the video creatorTap the green video button in the bottom navigation to start a new Engage video.
  2. Add the video titleTap the title field to fill in the video title.
  3. Continue to add clipsTap the footer button to continue after the title is filled.
  4. Record a clipChoose Record Video to capture a clip for this video.
  5. Add another clipTap + Add Another Clip to record one more segment for this video.
  6. Record one more clipRecord another clip before processing the video.
  7. Send the videoTap Send to process your clips and prepare the video for sharing.
  8. Copy the share linkCopy the video link so it is ready to share outside the app when needed.
  9. Choose a leadOpen lead selection so this video can be tied to the right customer record.
  10. Select the leadTap John to attach this video to the correct customer record.
  11. Send the finished videoSend the completed video to your selected lead once the message is ready.

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Questions about recording a video

How to start a new video, add a title, record clips, process the video, copy the link, select a lead and send the video in HelloRamp Engage.
Yes. After the first clip, tap Add Another Clip to record another segment. All clips are processed together when you tap Send.
Yes. The walkthrough includes copying the share link, selecting a lead and sending the finished video from the share screen.
No. AI avatar mode is fully off-camera. Follow the guide to sending an AI avatar video message, or see HelloRamp Engage for both modes.