Event

Custom Client Portal Video

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Create a custom marketing video to promote your client portal. Personalize it to match your company’s branding and feature set.

"*" indicates required fields

STEP 1: Branding Yourself

One file only.
50 MB limit.
Allowed types: jpg png.
File should be at least 500px wide or 280px tall. If an image is not uploaded, no logo will be shown in the video.

STEP 2: Choose Your Content

Select Which Features to Show
Uncheck any features that your clients do not have enabled on their client portal. If a feature is unchecked it will not show up in the video.

STEP 3: Call to Action

Example: 123 Main Street, New York, NY 10001
Provide your company's contact phone number that you want included in the video. If left blank, no phone number will be shown.
Provide your company’s website URL that you want included in the video. If left blank, no URL will be shown.