Adding engagement features to your templates helps you connect with recipients more personally every time you send a document based on that template. You can include an intro video, start an automated chat, identify new viewers, and allow recipients to call you instantly.
Step 1: Add an engagement video to your template
You can add an engagement (intro) video to a template just like you would in a document. When you add it to a template, it will automatically appear each time you use that template.
Since templates are reused, it is recommended to record a generic greeting rather than a personal one. For example, say “Hi there!” instead of “Hi Mary.”
To record a video:
Open your template and click the Engage tab.
Select Video Introduction and click Record.
Click the red button to start and stop recording.
When finished, click Use to add it to your template.
To upload an existing video:
Click Video Library instead of recording.
Choose a previous recording or upload a new one from your device.
Supported formats: MOV, AVI, and MP4 (maximum size 128 MB).
You can also paste a YouTube or Vimeo link, then click Save.
From your mobile app:
Record and upload videos directly from the GetAccept mobile app. The video will appear in your video library for future use.
Step 2: Set up Automated Live Chat
Add an automated chat message to greet your recipient when they open the document.
In the Engage tab, find Start a conversation.
Toggle it ON to include an automated welcome message.
The message will appear automatically in the chat when the recipient views your document.
The chat message content comes from your communication template.
Admins can edit these messages in Settings → Communication templates.
If your account has multiple templates, you can select which communication template to use under the Sending tab when preparing your document.
Step 3: Identify new viewers
The Identify New Viewers setting helps you see who is viewing your document, even if it has been forwarded.
To turn it on:
Go to the Engage tab.
Toggle Identify new viewers ON.
When someone opens your document from a new device or IP address, they will be asked to enter their name and email. Their details are captured in real time so you can see who is viewing your send-out.
Admins can enable this setting by default under Document settings. This adds an extra layer of authentication and transparency when multiple stakeholders are involved.
Step 4: Enable Instant Phone Call
Instant Phone Call lets recipients call you directly from the document.
To activate it:
Go to the Engage tab in your template.
Toggle Instant Phone Call ON.
This feature uses a connection with Twilio. You can activate the integration in Settings → Integrations → Connect with Twilio, or directly from the Engage tab when preparing a send-out.
Once enabled, recipients will see a Call button when viewing the document and can contact you immediately.
By adding engagement tools to your templates, every send-out becomes more interactive and personal without requiring extra steps.