Embedding content into your mutual action plans can make it easier for your participants to get tasks done without needing to leave the plan itself!
The fewer places you need to send a customer to complete a task, the more likely they are to actually complete it.
Getting started with embedding content
Embedding content into a task adds visual appeal to your plans AND lets your participants engage with your content directly from the plan itself.
There are select task actions that support embedding content, let’s look at an example of each.
Note: you can select 1 action type per task.
Embed a video
Customers will be able to play this video without having to leave the plan itself.
Instructional videos for explaining the more complex parts of your process or product are a fantastic use for videos within a plan!
Setup view:
- select the Video task action
- paste the link to your video
Customer view:
Embed a scheduling calendar
Embedding a scheduling calendar into a task is a great way to speed up the process of getting participants to book time with you.
In this example below, you’ll see a HubSpot Meeting link embedded into a task to schedule a kickoff call.
Setup view:
- select the Meeting task action
- select your meeting booking service from the dropdown menu
- add your meeting link
Customer view:
Your customer will be able to see your availability and schedule a meeting without needing to leave their onboarding plan!
{{ coordinator.calendar_url }}Embed a 3rd-party form (or other embeddable content)
Arrows has built in forms that can be synced directly to a HubSpot Deal or Ticket.
But you can also embed 3rd-party forms directly into tasks to capture information.
In this example, there is a HubSpot form embedded. Once a participant fills out the form, that information is sent directly to HubSpot, reducing the need to duplicate work!
Setup view:
- select the Embed task action
- enter your form link
- optional - choose to hide the embed after the task is marked done if you only want customers to see the embedded material ONE time
Customer view:
Embed a interactive quote
You can embed interactive e-signature quotes to allow customers to review and sign them directly without leaving their onboarding plans!
These e-signature services are supported today:
- PandaDocs
- HubSpot Quote
- DocuSign PowerForm
- Adobe Sign Web Form
In the example below, we’ll embed a HubSpot Quote…
Setup view:
- select the Signature task action
- select your E-signature service type
- paste the link to your quote
Customer view:
Let us know what unique use-cases you discover for embedding content directly into plans or if you get stuck along the way, we are here to help!