Operating ProcedureExecution layer

Animoto Client Brand Kit Configuration (Onboarding)

A checklist with 7 steps: Create a new workspace for the client.

By InnovaAI ResearchPublished Updated

What are the steps?

checklist

Animoto Client Brand Kit Configuration (Onboarding)

  1. 01

    Create a new workspace for the client

    In the Animoto dashboard, click 'Workspaces' and select 'Create Workspace'. Name it after the client and invite team members who will collaborate on video projects.

  2. 02

    Upload client brand assets

    Navigate to the 'Brand Kit' section within the workspace. Upload the client's logo, set brand colors using the color picker, and select typography that matches their style guide.

  3. 03

    Configure video output settings

    Go to 'Settings' and set the default video quality to 1080p (Basic plan) or 4K (Professional Plus). Ensure the 'Remove Animoto watermark' toggle is enabled for paid plans.

  4. 04

    Set up shared workspaces for collaboration

    Use the 'Shared Workspaces' feature to grant client access. Enable time-stamped comments so the client can leave feedback on specific frames during review.

  5. 05

    Integrate social media channels

    In 'Account Settings', connect the client's social media profiles (e.g., Facebook, Instagram) to allow direct publishing from Animoto. This reduces delivery time for social content.

  6. 06

    Test screen recording and webcam features

    Record a short test video using the built-in screen recorder and webcam to ensure the client's assets and settings work correctly. Verify that the output matches the brand kit.

  7. 07

    Document the workflow for the client

    Create a usage guide that includes how to access the workspace, request changes via comments, and export final videos. Share it via the 'Share' button in the workspace.