Step-by-Step Guide on How to Send and Track Dubb Video Messages through Any Email
Here's a quick video:
Step 1: Import Contacts into Dubb
Here’s how:
Export your contact list as a CSV file from your email platform (Mailchimp, Keap, HubSpot, etc.). (You can also use Zapier or alternatives to keep contacts in sync automatically, after importing the whole list see video)
In Dubb, go to the Contacts section.
(Refer to screenshot above showing how to access CRM section.)
(Refer to screenshot above showing how to access contacts section.)
Click the dropdown and select Import Contacts.
(Refer to screenshot above showing Add New Contacts options.)
(Refer to screenshot above showing Import Contacts function.)
Upload the CSV file.
(Refer to screenshot above showing the choose file button for uploading csv files.)
Add a tag to organize the list (e.g., “Mailchimp May Campaign”).
(Refer to screenshot above showing Tags input area for organizing new contacts or imported from csv file.)
Match only the required fields:
First Name
Last Name
Email (and Mobile if you're tracking SMS)
(Refer to screenshot above showing the contact information field)
Tip: Avoid uploading unnecessary fields like Title, Company, etc., unless they’re critical to your campaign.
Step 2: Share Your Video via Third-Party Email Tools
Now that your contacts are imported, you’re ready to add videos into your favorite email tool.
Option A: Platforms That Support HTML Paste (e.g., Outlook, Gmail)
Go to your video on Dubb.
Click the Share button.
Click Copy for Email (this copies an HTML preview and tracking code).
Paste it directly into the body of your email draft.
Option B: Platforms That Restrict HTML (e.g., Mailchimp, Keap, HubSpot)
These tools may strip out pasted HTML. Instead:
Click Share on your Dubb video.
Download the in 2 ways animated GIF preview.
Using Dubb Website:
Using Dubb Chrome Extension
In your email builder (Mail Chimp):
Add an Image Block (not a Video Block).
Upload the GIF.
Copy the video URL from Dubb (optimized for your platform).
(Refer to screenshot above showing the url being copied.)
Hyperlink the image using the video URL.
(Refer to screenshot above showing where to paste the url)
Example in Mailchimp:
Use an Image Block, upload the Dubb GIF, then hyperlink it using the URL from Dubb. Do not use a “Video Block” as it won’t track properly.
Step 3: Track Video Performance in Real-Time
Once your email is sent, Dubb automatically tracks:
Video Views
CTA Clicks
Watch Time
Viewer Details
You’ll receive real-time notifications on desktop or mobile as recipients engage. For integrated CRMs like Salesforce, ActiveCampaign, and HubSpot, this tracking data can even sync directly back into your CRM.
You can also view video engagement by:
Logging into your Dubb dashboard
Using the Dubb Chrome Extension
Step 4: Configure Email Integration
If your email tool supports direct integration with Dubb, configure it to streamline the process:
Visit Integration Support Articles: Check Dubb’s support documentation for Gmail, Outlook, or other platforms.
Optimize the URL: The system will automatically optimize the URL for the specific email tool.
If Your Platform is Not Supported:
If your email tool is not listed, reach out to Dubb’s support team to request integration or get additional assistance.
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!