How to Complete My Gratavid Tasks

How to record a personalized video for someone

You’ve logged into your Gratavid account to see that you have been assigned tasks from a team member (or maybe you assigned them to yourself), but either way, you have videos that need to be recorded. Your hands get a little sweaty, and your heart might beat a little faster. You can feel your adrenaline pumping up a bit. How do I do this? What do I say? How do I record myself?

Don’t worry! We are about to answer all of these questions. Follow along below, and soon you’ll be a pro ;)

Go to www.gratavid.com and click login in the upper right-hand corner. If you are already logged in, skip on down to step 2.

Watch the video below to see us walk through steps 2-5.

Click the task list located on the left-hand side. It will then bring you to the main task list page to see every task for all assignees.

To view the tasks assigned to you, go to the search bar and type in your name.

Once you click the search bar, this will pop up. Click the circle to view a person’s tasks.

For the sake of this demo, I have chosen to view Jacob President's tasks. On the left, you can see the three tasks assigned to her. On the right, you will see who she needs to record a video for and talking points to mention in the video.

Start with recording a video for Sarah Bell. You have a few video options here. You can record a video directly from your webcam, search existing videos already in your Gratavid account, request a new video, or upload a video from your computer.

For the sake of this demo, we are going to record directly from our webcam on our computer, so I am going to click record now.

Pro tip: Put the person’s name on a piece of paper or whiteboard to let them know that the video is personalized for them. Hold the paper or the whiteboard up at the beginning of the video.

Once you have finished recording your video, click upload now. If you don’t like the way it looks, or you happened to mispronounce something, you can also choose to re-record it by clicking the re-record button beneath upload.

Once the video has been uploaded, click continue.

It is now time to select the note as a template. Click the search bar to search existing notes already created.

We are going to choose the campaign thank you note. We are also going to select to include note videos after the task video and send an email and auto resend if not watched.

We will then click the preview button to ensure that everything looks good before we send it out.

This is the preview of what will appear in your constituent’s inbox when they open up the link. 

If everything looks good, you can go ahead and send it out. You can either send it off immediately or choose to schedule it at a different time.

We shall now call you a professional task completer ;) We don't view these tasks as "to-do's" but instead as opportunities to create a personal connection with your constituents.

Please don't hesitate to reach out with any questions! Cheers to more human connections in this digital world!