How to add video to SendGrid email

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How to add video to your SendGrid email

In this tutorial you will learn how to create, add and send a SendGrid Video Email, that plays automatically at the moment of opening.

  • Use any video format – be it a YouTube, Vimeo, Facebook video or an MP4 file sitting on your desktop, all can be added to SendGrid email
  • Works on all devices and email clients – video mail that works on all devices, all connection types and all email clients with zero impact on email delivery rates.
If you Upload, or Code your HTML templates in SendGrid, view our tutorial on How to embed video in SendGrid HTML Templates here

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You can get started with Playable for free, our 30 day free trial includes:

  • Full access to the Playable platform – to create and publish your videos
  • Free Video Plays – 1,000 videos Plays 
  • Point and Click Integration with SendGrid – to make adding videos to your SendGrid templates, simple quick and easy.

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Step by Step guide on how to add video to your SendGrid email

1. Log into your SendGrid account

Once logged in simply follow the process to commence setting up a new campaign as follows:

Navigate to the “Campaigns” page that sits under the “Marketing Campaign” menu.

Click the “Create Campaign” blue button in the top right corner of the screen.

2. Create a new Campaign within SendGrid

Select the template that you wish to use for your campaign from the SendGrid templates and click Continue.

If you are using your own template by uploading HTML please refer to our SendGrid Integration Guide when Uploading a HTML template.

3. Select your editing experience

Select the “Design Editor” option and click “Continue”

4. Complete your Campaign Set Up.

Name your Campaign, Select the “From Sender” and enter your email subject line, and pre-header, you may also select a category in which your campaign will reside for reporting and archive purposes.

5. Select where you wish to embed the Video

Click on the image that you wish to replace in the template with your video, and then click on the Image Properties EDIT button.

6. Establish the dimensions for the Video

This will show you the width and height of the Image that we’ll need to size the video content correctly, so take a note of these dimensions, in our example the image is 600 wide by 343 height.

Once you have these click the “Save Image” button. 

7. Create your Playable Account

If you are new to Playable you will need to create a new account.

All new accounts are offered the opportunity to test drive the platform with 1,000 free plays.

You can upgrade your plan or purchase extra plays as needed.

8. Create your Video Clip

To create your video email click the “Add Video” button at the head of the page.

9. Name your Video Clip

Choose a title for your Video Email so you can find it later when you reach the embedding phase of the process and when you wish to check out the reports post campaign.

10. Upload your Video File to Playable

You can upload your Video to Playable by either selecting your video file from your computer, dragging it into the editor screen or entering a URL of where it is hosted be it on YouTube, Vimeo, Wistia, Brightcove or any popular video hosting platform. Playable can handle all the popular video formats including mp4, avi, mov and flv.

Once you have selected your video click the “Apply” button to upload your video file.

11. Edit your Video

Your video is now ready for editing. Our editor is designed to enable you to create a 10 second video clip from the full-length video you uploaded. It is this 10 seconds that will be published in your video email.

In the editor you can crop the video to focus on your key content and select multiple clips to make up the 10 seconds.

As you are creating your video email the editor will show you the duration of each clip and allow you to preview the edit and re edit until you are happy with your final cut. For a full preview of our editor features visit our Editor Page

To ensure your video fits perfectly into the allocated spot of your email template you can select the width and height that you’d like the final video to be published at using the dimensions of the image you noted from the SendGrid template.

Our image was 600 wide and 343 high, so we changed the width to 600 and the height was automatically changed by the system. Once you have your final cut click “Continue”

12. Enhance your Video Email

You are now ready to add any enhancements to your video email including captions, a watermark, end card or footer. Simply select the enhancements you wish to add and follow the onscreen prompts to add your chosen enhancements.

You can also add a link to where any clickers on the video should be re directed, this will generally be the page where the hull video is hosted. You now have completed creating your video email so click the “Compile” button.

Playable now compiles this video email creating over a hundred versions which will be used to ensure each recipient receives the video file most suitable for their device, bandwidth and connection.

13. Linking your SendGrid account with Playable

To link your accounts you will need to attain your API Key.

You will only need to complete this step when you set your first Video Email campaign up with Playable and SendGrid.

To obtain your API Key, goto your SendGrid Dashboard –
– and click the [Create API Key] button.

The API Key does not need Full Access to read your list, or to send out campaigns, so choose “Restricted Access” and then slide just the “Marketing Campaigns” control all the way over to “Full Access“, as shown in the screenshot.

Playable uses this API Key to display a list of campaigns that you are working on, and to add a video into a campaign template.

14. Video Email has been created

Your video email has been successfully compiled so now it’s time to start thinking about embedding this video within your SendGrid email template.

The first step in this process is to select SendGrid as the email platform that you are using to send your campaign from the drop down options.

Once you have selected SendGrid a second drop down will appears which is labeled “Select Campaign”. Click this to show the campaign available.

From this drop down list you should select the campaign you set up in step one above.

15. Video preview within your SendGrid template

On selecting the campaign the SendGrid template will appear within the Playable console.

To embed your Video within the template click the image which you wish to replace with the Video, on hovering over the image it will glow with a Red border.

If you happy with what you see click the “Create New Campaign” button.

16. Embed the Video Email into your SendGrid template

If you happy with what your Video Email template click the prompt “Click to view your new campiagn in SendGrid” ensuring you are logged into your SendGrid Account first.

17. Complete your Campaign set up in SendGrid and test

Add your recipient list to the campaign and your test email addresses, proceed to test your campaign. 

Once you have purchased your Plays you’ll be ready to send either immediately or later using the SendGrid message scheduling feature.

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