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How to Send Through 3rd Party Email
How to Send Through 3rd Party Email

Watch this video to learn how to send videos using third-party platforms like Mailchimp, Keap, and more.

Darius avatar
Written by Darius
Updated over 3 months ago

How to Send and Track Dubb Video Messages through Any Email Tool

Sending and tracking Dubb video messages through various email tools like Mailchimp, Keap, HubSpot, or other CRM systems is a powerful way to enhance your email marketing strategy. Here’s a comprehensive guide to help you navigate this process seamlessly, whether you’re using an established CRM or a specialized email tool.

1. Export Contacts from Your Email Tool

First, you need to export the contacts from your email tool or CRM system. This includes platforms such as Mailchimp, Keap, HubSpot, or any other CRM you’re using.

Steps to Export Contacts:

  1. Log in to Your CRM or Email Tool: Access the platform where your contacts are stored.

  2. Navigate to the Contacts Section: Look for an option like "Contacts," "Audience," or "Lists."

  3. Select Contacts to Export: Choose the contacts you wish to track with your Dubb videos.

  4. Export the Contacts: Typically, you’ll find an option to export your contacts as a CSV file. Download this file to your computer.

Why Export Contacts?
Exporting contacts allows Dubb to track who receives and views your video messages. This step is crucial for maintaining accurate records and ensuring effective tracking.

2. Import Contacts to Dubb

Once you have your contacts exported, the next step is to import them into Dubb. This process ensures that Dubb can track video interactions accurately.

Steps to Import Contacts:

  1. Log in to Dubb: Access your Dubb account.

  2. Go to Contacts: Navigate to the "Contacts" section.

  3. Click Import Contacts: You’ll find an option to import contacts, usually represented by a drop-down menu.

  4. Upload Your CSV File: Select the CSV file you exported from your CRM.

  5. Add Tags: Add relevant tags to your contacts to keep them organized. Tags help in categorizing and filtering contacts in Dubb.

  6. Match Columns: Ensure that columns such as first name, last name, and email are correctly matched. If you’re tracking SMS messages, make sure the mobile number matches the corresponding field in Dubb.

Why Import Contacts?
Importing your contacts into Dubb enables precise tracking of who views your videos, providing insights into engagement levels.

3. Install the Dubb Chrome Extension

The Dubb Chrome Extension is essential for integrating Dubb videos into your email campaigns. Here’s how to install and use it:

Steps to Install the Dubb Chrome Extension:

  1. Download the Extension: Visit the Chrome Web Store and search for the Dubb Chrome Extension.

  2. Add to Chrome: Click “Add to Chrome” and follow the prompts to install the extension.

Using the Dubb Chrome Extension:

  1. Open Your Email Tool: Whether you’re using Gmail, Outlook, or another email client, ensure the Dubb Chrome Extension is active.

  2. Click on the Dubb Extension: Open the extension from your browser toolbar.

  3. Select a Video: Choose the video you want to share.

  4. Click “Share”: This will bring up sharing options optimized for your email tool.

4. Share Dubb Videos via Email

There are two primary methods for sharing Dubb videos via email, depending on your email client’s capabilities.

Method 1: Direct Copy and Paste

  1. Copy the Video Link: From the Dubb Chrome Extension, click “Copy for Email.”

  2. Paste into Email Client: Open your email client and paste the link directly into the body of your email. This method works well for email clients that support HTML.

Method 2: Using a GIF for Email Clients Without HTML Support

  1. Download the GIF: If your email client does not support HTML (like Mailchimp), click the “Download GIF” option in the Dubb Chrome Extension.

  2. Upload the GIF to Your Email Client: Attach the downloaded GIF to your email.

  3. Hyperlink the GIF: Edit the hyperlink of the GIF to include the Dubb video URL.

Why Use GIFs?
Some email clients strip out HTML code, making GIFs a reliable alternative to ensure your video is still previewed effectively.

5. Configure Email Integration

If your email tool supports direct integration with Dubb, configure it to streamline the process:

  1. Visit Integration Support Articles: Check Dubb’s support documentation for Gmail, Outlook, or other platforms.

  2. 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.

6. Track Video Engagement

Tracking is crucial to measure the effectiveness of your video campaigns:

  1. Access Dubb’s Tracking Dashboard: After sending your email, log in to Dubb to view tracking reports.

  2. Monitor Engagement Metrics: Track who viewed the video, how long they watched it, and their interactions.

  3. Receive Real-Time Notifications: Get alerts on your mobile or desktop as viewers interact with your videos.

Why Track Engagement?
Tracking allows you to assess the performance of your video content, understand viewer behavior, and optimize future campaigns for better results.

7. Analyze Reports and Optimize

Dubb provides detailed reports on video performance:

  1. Check Tracking Reports: View data on who watched your video, click-through rates, and engagement levels.

  2. Analyze Viewer Behavior: Use the insights to refine your video content and email strategies.

  3. Adjust Campaigns: Based on the data, make necessary adjustments to improve engagement and effectiveness.

Conclusion

Sending and tracking Dubb video messages through various email tools can significantly enhance your communication strategy. By exporting and importing contacts, using the Dubb Chrome Extension, and integrating videos effectively, you can leverage the full potential of video content in your email campaigns. Tracking engagement and analyzing reports will further enable you to refine your approach and achieve better results in your marketing efforts. If you encounter any issues or need additional support, Dubb’s customer support team is available to assist.

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