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Overview

A Video step allows you to embed and share videos within your workflow.
Use this step to provide tutorials, training content, or recordings that help guide participants through the process.

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Creating a Video step

Step - Video
1

Add a new step

In your workflow, select Video from the list of available step types.
2

Enter a title

Give the video a clear, descriptive title.
Example: Introduction to Onboarding or How to prepare for your session.
3

Write a description

Add context for the video so viewers know what to expect.
Example: This video covers the basics of account setup.
4

Paste the video link

Insert a valid video link (e.g., YouTube, Vimeo, or a hosted URL).
Once added, a preview will automatically appear below the input field.
5

Enable options

  • Allow receiving feedback – Let users leave comments on the video.
  • Allow receiving rating – Collect ratings after the video is watched.
  • Hide in client view – Keep the video internal if you don’t want clients to see it.
6

Save your video step

Click Save this for later to add the video into the workflow templates list.
7

Apply

Click Apply to add the video into the workflow sequence.
8

Save

Click Save to store your workflow changes.

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Best practices

  • Use short, focused videos for better engagement.
  • Always add a description to explain why the video is important.
  • Hide internal training videos if they’re only relevant to your team.