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How to Setup and Use Your Dubb Account

Setup and Explore your Dubb Account.

Darius avatar
Written by Darius
Updated in the last 15 minutes

Here's a quick video:

Step 1: Sign Up for Your Dubb Account

To get started, sign up for Dubb by visiting Dubb.com. Once you've created your account, you'll be ready to explore all the features that Dubb offers, from video creation to powerful integrations and marketing automation.


Step 2: Set Up Your Profile and Video Signature

After logging into your Dubb account, the first step is to personalize your profile. This ensures your video landing pages are tailored to you and your brand.

  1. Upload Your Logo: Navigate to the Team settings and upload your logo. This logo will automatically appear on all of your video pages, including as a watermark.

  2. Add Profile Information: Go to the Profile section to upload your profile photo and provide any relevant contact details. This information will be displayed on your video pages for better personalization.

  3. Video Signature Customization: Under Customization, you can choose which contact information will appear on your video pages. Make sure your video signature includes essential information such as your email, website, and social media handles to ensure consistency across all communications.




Step 3: Create Your Video

Dubb makes it easy to record videos, whether you're at your desk or on the go. You can record videos via the Dubb website, Chrome extension, desktop app, or mobile app.

  1. Recording Tools: Each tool offers unique features, such as a teleprompter, virtual backgrounds, and easy editing options.


  2. Teleprompter Feature: When you start recording, use the teleprompter to help you stay on track. It can automatically scroll at your desired speed to ensure a smooth recording.


Step 4: Customize Your Video Landing Page

Once you've recorded your video, Dubb automatically creates a customized landing page that includes your video, calls-to-action, and branding elements.

  1. Preset Customization: Set up a Preset to define your video page’s appearance. This includes your logo, color scheme, calls to action, video playlists, and more. The Preset will ensure that all your videos are automatically customized according to your branding guidelines.

    Here's a Step-by-step article for presets:
    https://support.dubb.com/en/articles/5764726-how-to-create-and-manage-video-presets

  2. Calls-to-Action: You can include calls-to-action on your video pages, such as scheduling a meeting or viewing a case study. These elements are added automatically when you set up your Preset.

    Here's a Step-by-Step article for CTA(Call-to-action)
    https://support.dubb.com/en/articles/5764731-how-to-create-edit-manage-and-delete-a-call-to-action


Step 5: Share Your Videos

Now that your video is ready, sharing it with your audience is simple.

  1. Copy and Paste: Use the universal copy and paste option to share your video via email, social media, or messaging platforms such as Gmail, LinkedIn, HubSpot, and more.

  2. Direct Integrations: For even more convenience, you can use direct integrations with platforms like Active Campaign, Constant Contact, and more, making sharing your videos seamless.

    Here's a related article for Active Campaign:
    https://support.dubb.com/en/articles/5764702-how-to-track-videos

  3. Automated Marketing: Dubb also provides built-in marketing automation tools, allowing you to send bulk video emails or text messages. If you don’t already have a CRM, Dubb can even function as your CRM.

    Here's an article of Automation examples:
    https://support.dubb.com/en/articles/5764734-how-to-create-email-notifications-in-dubb-automation-workflows


Step 6: Leverage Dubb's Marketing Automation

If you're looking to scale your outreach, Dubb’s automated workflows allow you to send personalized videos at scale.

  1. Bulk Video Emails: Send videos to multiple contacts in a few clicks. Use automated follow-ups to increase response rates.

  2. SMS and Video Automation: You can automate text messages and video outreach for greater efficiency and engagement.

    Here's a Step-by-step article for sms and email automation:
    https://support.dubb.com/en/articles/5764803-how-to-create-manage-track-and-delete-email-sms-campaigns-on-dubb


Step 7: Set Up and Manage Tasks

Dubb provides a built-in task manager to help you get the most out of your account. As a new user, you'll have several tasks to help you get started.

  1. Complete Tasks: These tasks include downloading the Dubb Chrome extension, setting up your video presets, and configuring calls to action.

    Article for Dubb Chrome Extension:
    https://support.dubb.com/en/articles/5764923-how-to-install-the-dubb-chrome-extension


    Article for CTA(Calls-to-action):

  2. Track Your Progress: Once you complete the tasks, you'll be ready to send videos, track results, and improve your video communication strategy.



|Step 8: Access Learning Resources

Dubb offers extensive support resources to help you optimize your usage of the platform.

  1. Help Center: The Help Center is your go-to resource for instant answers to any questions. Use the search bar to find articles, tutorials, and videos.

  2. Live Training: We offer live training three times a week, where you can ask questions and get expert guidance. You can also register for these sessions directly from the platform.


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!

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