How to send onboarding videos
Use a short multi-step sequence so new customers advance when they have watched.
Last updated: 2026-08-03
Short answer
Use a short multi-step sequence so new customers advance when they have watched.
Do this
Create or upload your video.
Publish a Share Page with one next-step button.
Send the link (or personal links if there is a list).
Follow up based on who watched.
- Share Page for the video
- Campaign if multiple people
- Watch tracking for follow-up
Avoid this
Attachments, WhatsApp dumps, and untracked public links for important client conversations.