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This onboarding checklist walks you through setting up your Sendspark account for success: install a video recorder (Chrome extension, desktop app, or both), set your profile picture, brand your videos with global styles, invite your team, and complete advanced setup like a custom domain, analytics snippets, and your LinkedIn cookie.

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Key takeaways

  • Install a recorder: the Chrome extension records anywhere on the web (best for speed), while the desktop app is more powerful and can record over anything on your computer, including Google Slides and PowerPoint. Installing both is recommended.
  • Personalize your account by uploading a profile picture, which appears on your video requests.
  • Update workspace settings with global styles for branding, and install the HubSpot app (if applicable) to track engagement and build videos in workflows.
  • Complete advanced setup: add a custom domain, analytics snippets (Google Analytics, Meta Pixel), and your LinkedIn cookie to use LinkedIn profiles in dynamic videos.
Welcome to Sendspark! Here’s a quick checklist to make sure you’ve set up your account for success.

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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)

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2. Set Personal Settings

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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

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4. Invite Your Team

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

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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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Frequently asked questions

We recommend installing both. The Chrome extension lets you record from anywhere on the web and is best for speed and ease. The desktop app is a little more powerful and can record over anything on your computer, including Google Slides and PowerPoint presentations.
Your profile picture appears on your video requests and adds an extra personal touch.
Use Set Global Styles in your workspace settings to brand your videos with your own logo and brand styles.
Only if applicable. Installing the HubSpot app lets you track viewer engagement directly in HubSpot and create Sendspark videos inside HubSpot workflows.
Updated July 2026.