Creating a Video Tutorial Page

AllClients White Label CRM includes dozens of tutorial videos that your customers can use to learn the system.  Since some of the videos we've created might not pertain (or confuse) your customers, we've left it up to you to decide which videos should be available to your customers.  

For example, if you do not use the Newsletter functions, you should probably remove the Newsletter related videos to avoid unnecessary support calls.

Here is how you can get the latest list of videos that we have available and edit it for your purposes.

1. Use AllClients to generate an HTML page containing links to the latest videos.

Go to:

http://www.allclients.com/video/GenerateIndex

 

2. Select all of the HTML code in the box and copy it.

Select all of the HTML code, from <html> all of the way down to </html>.  Then, right click and select Copy.

 

3. From your Admin Panel, go to Content, Pages and choose your Videos Page. Use the Source Code to copy the HTML code from the above copied code.

 

4. Edit the list of videos

Using the editor remove links to videos that don't apply to your customers base.  You can also add links to videos that you may have produced for training your customers.

 

5. Review the list every so often

Remember to review this list and repeat the steps every few months.  We're constantly adding new videos. The links will not automatically update in your page when we create a new video. Our videos do use the same coding so if we update the video, you will have the newest version.

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