Guide: Clipping and Sharing a Call
The conversations you or your team are having with customers are one of the most powerful pieces of content in your company... but how can we make sure others can benefit?
We've found incredible value in sharing call moments out, whether it's for giving feedback to the product team straight from the voice of the customer, sharing internal team wins, or just having a call recording to share with our customers.
Here's how! Note: your role type in Chorus will need to have the correct permissions to do this. Ask your Chorus admin if you are unsure.
Sharing a Call from the Recording Page
1. Click "Share" on the bottom right of the vide player.
To share the call right away, "Share" to get a link you can send to customers via email, Slack or text. Adjust the endpoints as needed to capture the desired portion (or entirety) of the meeting.
2. Optional: Crop your call or Add to a Playlist
If you want to share part of call instead, click "Share" and use the blue end arrows to crop out part of the call.
The portion of the call that will be saved is the portion with the blue bar. Pro Tip: click on the video player to listen to the call and ensure you've got just the right portion selected.
From there, click Save & Copy link.
Similarly, if you'd like to add your snippet to a playlist, simply click on the "Add to Playlist" tab and select the desired playlist.
Pro Tip: we have a shortcut to adding to a playlist: click the carat next to "Share" and select "Add to Playlist" to be brought to the playlist selection tab right away.
3. Optional: Set Link Privacy
Should you want to set certain controls on your snippet link such as receive an email notification every time the link is viewed, limit who can watch the clip to only people in your organization who use Chorus, or set your link to expire after three, seven or 30 days.
Check the box next to the parameter(s) you'd like to apply to your snippet, and press "Copy" to copy the snippet link and share!
4. Paste your link into Slack or email to share your call clip out!
The best part - anyone can view that link, even if they do not have access to your team's instance of Chorus. Whether you're sharing your call recording with a prospect, or internally to your CEO, everyone can view your snippet.
Here is what someone from outside your organization would see:
Need to access your snippet link again? Click on the Snippets button and click the link icon to copy it to your clipboard.