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Sendspark Onboarding Checklist

Quick guide to setting up your account ✨

Bethany Stachenfeld avatar
Written by Bethany Stachenfeld
Updated over a week ago

Welcome to Sendspark! Here's a quick checklist to make sure you've set up your account for success.

1. Install Video Recorder

We have two video recorders you can use... We recommend installing both!

  • Chrome Extension — This lets you record videos from anywhere on the web. We recommend installing it for speed and ease.

  • Desktop App — This is a little more powerful, and will let you record over anything on your computer (including Google Slides and PowerPoint presentations)

2. Set Personal Settings

3. Update Workspace Settings

  • Set Global Styles — Brand your videos with your own logo and brand styles

  • Install HubSpot App (if applicable) — so you can track viewer engagement directly in HubSpot, and create Sendspark videos in HubSpot workflows

4. Invite Your Team

  • Add Team Members — To collaborate with team members in the Sendspark platform.

5. Advanced Setup

Thanks for setting up your account! Now that you have the basics set up, please review our guides on how to record videos, how to create AI-personalized videos, and how to set up automated workflows.

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