When in an Info Request, add a new item Content, Descriptions & Instructions and select the video icon on the right.
You can include video links from YouTube, Vimeo or any other source that allows embeddable video links.
If the video does not play, please check the security and sharing permissions from the video platform to ensure there are no restrictions on where the video can be played or embedded.
Use cases:
Include educational guides on why gathering all this information is important
Use videos for engaging prospects who want to learn more about your security-conscious practice
Use the SideDrawer onboarding videos to educate your clients on the platform and how to use it
Combine videos and toggles for training methods and ensure that clients have completed learning steps