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Ultimate ThankView Resource Guide
This is your one-stop-shop for all things related to learning ThankView! Take a gander at the resources you have at your fingertips: peruse our articles, hop into a live training,…
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Completing Your Assigned Recordings
So, you've been selected to be on a team of recorders and create personalized videos! Essentially, your admin will go in and assign you a list of recipients, and when you go into your portal,…
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Creating and Using Lists
Lists are folders of contacts that you can create to better organize your constituents. This can come in handy when you have certain segments you tend to use repeatedly across multiple campaigns.…
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ThankView Campaign Walkthrough
https://www.loom.com/embed/0345a9ebcc9641038997addbe7b9c3ef
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Beginner's Guide: Automated Birthday & Anniversary Campaigns
This step-by-step guide will teach you everything you need to know about creating either a Birthdays or Anniversaries campaign. The unique distinction between these two campaign types and the others…
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The Steps of a Video Sequence
Video sequencing is a four-part process that links various components together to create your ThankView video. It consists of four main elements: Intro Theme Recordings Outro Add-Ons Intro Theme The…
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Updating Credit Card Information
Admins now have the ability to update their credit card information directly within their portal. Log into your ThankView portal and click the monogrammed dropdown in the upper right-hand corner.…
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Viewing Replies to Your ThankViews
In addition to receiving email notifications of your replies, you can view all of them directly inside of your campaigns in the Replies section. The Replies Section In the Replies section of your…
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Configuring Default Campaign Settings
Setting campaign defaults is an efficient way to ensure the same selections for various elements when creating campaigns. Defaults you may set include: Campaign Font Envelope Landing Page Video Intro…
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Changing Your Email and Password
Updating Your Email Log into your ThankView portal and click the monogrammed dropdown in the upper right-hand corner. Click Settings > My Profile > Update name and email.…
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Switching Between Portals
ThankView considers a client a multi-portal organization when there are three portals under one account. A multi-portal organization has an additional permission level called Super Admin which allows…
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Adding, Editing, Deleting Contacts
Adding Contacts Contacts Page Log into your ThankView portal, click Contacts, then click + Add Contacts. You can either upload a spreadsheet (.csv, .xls, .xlsx) or add the data manually.…
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Beginner's Guide: Thank You Campaigns
Whether you're brushing up on old skills or building your very first campaign, this step-by-step guide will teach you everything you need to know about creating a simple,…
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Beginner's Guide: Video Request Campaigns
This step-by-step guide will teach you everything you need to know about creating a Video Request campaign. Use this campaign type to request videos from students, faculty, staff, patients, parents,…
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Utilizing Your Call-to-Action (CTA) Button
Including a call-to-action element is an excellent way to drive your recipients to complete some sort of task or action after watching your video. You can insert a link and create a call-to-action…
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Beginner's Guide: ThankGiving Campaigns
The days of donation links and form-embedding are over! With ThankGiving, you can collect donations quickly and easily, directly from your Landing Page!…
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Beginner's Guide: ODDER Campaigns
ODDER stands for On-Demand Digital Endowment Reports and allows you to send static and dynamic PDF reports. ODDER is a separate product offering, so you will only have the ability to create an ODDER…
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Making Adjustments to Scheduled Sends
You can schedule your ThankView campaigns to be sent up to one (1) year in advance. The Birthdays and Anniversaries campaign type allows you to send campaigns on a specific date for each recipient.…
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Displaying a PDF in a ThankView
Including a call-to-action element is an excellent way to drive your recipients to complete some sort of task or action after watching your video. You can display a PDF document directly beneath your…
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Sending and Resending ThankViews
Inside of a campaign, the Send page is where you'll schedule your your ThankViews to be sent - you also have the ability to resend them. Sending Campaigns Before sending your ThankViews,…
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Creating Video Library Folders
Folders are a way to organize your videos in the Video Library - let's explore how to use them! ThankView Folders On the left-hand side of your Video Library, we've provided a few folders for you:…
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Using Advanced Metrics Filters
On the Metrics page, you're able to apply various filters to your data in order to export the specific data you need. You may apply a calendar filter, a campaign filter, or the advanced filter.…
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Configuring Notifications
You can receive in-app or email notifications. These notifications will alert you when: a campaign just went live you've had a successful campaign your metrics are ready to download you have videos…
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Setting Up 2-Step Verification
2-Step Verification is an account setting that adds an extra layer of security to your account and the sensitive contact information you upload to ThankView.…
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Managing Your Campaigns Page
Your Campaigns page is an area that will lay out a list of your campaigns, grouped into Active, Archived, and Deleted sections. By default, you will see your active campaigns and here you can manage…