First thing you will need to do is to create a control on your order form to place a link to your video.
Once you are in your Office settings you will need to Customize Order Form.
Once in the order form you would need to decide where to place this link. You can place it in an existing location (1) or create a new section to place it (2).
If you are planning on inserting it in an existing location, (1) above, choose which one make sense and select the pencil to edit. I am choosing the Property Info section for this article.
Now you want to add a Control. This is where you will place the video link.
First (1) Use the drop down menu to select the type. This must be a text box. The "Large Text Box (greater than 255 characters)" works best.
Second (2) Name the video link. I copy and paste the name in the "Name", "Description", and "Text Value" boxes. The "Text Value" is what is shown on your order form.
Third (3) click "Add Control"
Your new control is added to the bottom of the list. If you prefer to move it to a new location within that section, click and drag the three horizontal lines to the far left up or down to the new location.
If you wanted to "Add Section" (2) from above. Click "Add Section" in the upper left.
This will create a section just for your recording.
Once "Add Section" is clicked, name your section, your description, and click "Save"
You can find you newly created Section at the end of the list. Again. you can click and drag the new Section to where you would like (1) and then follow the instructions above to add a Control to the new section (2).
Now that you are able to add a video to your ISN order form, let's email that link out to your client's.
Find the Email Template you want to use for your video link and follow the link below. Remember the the link to add to you email use the replacement value you just created.
