Step-by-Step: How to Use the Dubb Dashboard
1. Access the Dashboard
Once logged into your Dubb account, you’ll land on the Dashboard—a high-level snapshot of all your recent activity, video performance, campaign data, and CRM insights.
2. Create a New Video
Click the red + Video button at the top right.
Choose from multiple recording options:
Record your screen and/or webcam using the Dubb desktop app or Chrome extension.
Upload an existing MP4 file.
Add a YouTube video by pasting the URL.
After recording or uploading, customize your video page:
Add a thumbnail, call-to-action (CTA) buttons, and custom branding.
Enable emoji response buttons for quick viewer feedback.
Add personalization text above your video.
3. Manage Your Videos
Navigate to the Videos tab in the top navigation bar.
From here, you can:
Click the three-dot menu beside any video to edit, duplicate, or delete.
Filter or search your videos by title, date, or tag.
4. Use the CRM to Manage Contacts
Go to CRM > Contacts to view, import, or manually add contacts.
Filter by tags, activity, or engagement score.
Click a contact to view their timeline and activity history, such as email opens, video views, and CTA clicks.
5. Send Campaigns and Automations
From the Campaigns tab, you can:
Create email and SMS campaigns using customizable templates.
Choose recipients from your CRM or import a list.
Schedule sends or send immediately.
Monitor open rates, click-through rates, and video performance within campaigns.
Under Automation, you can set up workflows to trigger follow-ups based on viewer behavior—like sending a message if a contact clicks a CTA or finishes watching a video.
6. View Analytics and Reporting
Click on Analytics to see:
Individual video performance
Contact engagement summaries
Team performance (if applicable)
Use this data to optimize your messaging, CTAs, and follow-ups.
7. Team Collaboration (For Pro Users and Above)
Access Team > Members to invite collaborators.
Assign roles, monitor usage, and share videos or templates across your team.
8. Settings and Profile Management
Click your Profile icon in the top right.
Here you can update:
Your email signature
Notifications
Video page defaults
Integrations (Gmail, Outlook, Zapier, CRMs, etc.)
Ready to Go Further with Dubb?
If you're on a free or basic plan, upgrading gives you access to:
Full video tracking analytics
Advanced automation features
Unlimited custom CTAs
Priority support and expert training
Level up your outreach today.
If you need more personalized help, Dubb's support and training teams are ready to assist you every step of the way. Keep creating, sharing, and succeeding!