Videos allow customers to view and consume content in a quicker and easier method than reading and article or watching a guide, making it a preferred method of training. To keep the videos consistent, please follow the guidelines and step by step instructions below.
Table of Contents
Guidelines:
1. Objectives
Explain how to operate the CoreBridge software
Create concise yet comprehensive videos
Ensure content is accessible to all skill levels
2. Video Production Guidelines
2.1 General Style
Maintain a casual, approachable tone
Use slow, deliberate mouse movements and page transitions
Incorporate the templated intro from the "Creating Contacts" video
Minimize excessive editing to avoid distracting from core content
2.2 Content Presentation
Clearly direct viewer attention through on-screen activity or subtle edits
Create distinct transitions between concepts
Ensure all module widgets are completely and correctly populated
Simulate realistic scenarios to mirror end-user experiences
Utilize a fake employee CoreBridge account (avoid using CoreBridge Support)
2.3 Color Usage
When incorporating color, refer to the following chart:
3. Audio Guidelines
3.1 Narration Style
Adopt a deeper, conversational tone as if explaining to a friend
Enunciate words clearly
Minimize prolonged or loud plosive sounds
3.2 Pacing and Clarity
Speak at a measured pace
Include occasional filler words to allow for information processing
Create clear pauses between ideas and concepts
3.3 Terminology and Volume
Search bar is at the top
Options on the right are the “menu”
Options from the left dropdown menu are “modules”
Inside modules are sections and then subsections
(Sales > Customers > Contacts)
Blue hyperlinks under search are the Navigation Path
Prioritize higher volume over lower volume
4. Best Practices
Aim for video length that balances brevity with comprehensive explanation
Maintain simplicity to ensure widespread comprehension
Strive for authenticity in examples and demonstrations
Step by Step Guide (POST PRODUCTION METHOD):
Review the Material
When assigned a video, there will be material for the topic in the form of articles or videos made by the instructional design team. Start by going over the materials and make note of all the necessary elements to touch in on in the video. Decide what has to be covered in depth and what can be casually mentioned or left out all together.
Scratch Notes
Write bullets on each important topic that must be covered. Put it in an order that makes logical sense when going through the material in video form. Go through CoreBridge system “acting out” bullet points as if it was a real video, this will show steps that were missed or where more info needs to be added.
Adjust the order of bullet point topics to help the video flow as smoothly as possible. Start to flesh out the bullet points with the things that you are saying while pretending to record, doesn’t have to be perfect, just get the idea on the paper.
Scripting
Take the bullet point scratch notes and smooth it out. Flesh out the general ideas into full sentences that work well together in narrative form. Constantly read the script over again out loud to make sure that it sounds correct and flows from topic to topic.
Read the script out loud while acting out the actions in the system, there will be places where more/less words are needed to fit the amount of actions that take place on the screen. Add transition words/phrases when necessary.
Recording
Start the recording on the sales page of the CoreBridge system. Make sure that the dashboard looks clean with numbers in the widgets that make sense and would reflect an actual account.
Go through all the steps required for the script, only moving the mouse directly to each location needed. Everytime your mouse lands somewhere, pause for a couple of seconds. This will give you enough room to make cuts or pause if needed.
After the video is recorded, record the audio as a separate track. Pause between each statement to let you make any edits you want.
Review
Send the full video and audio in for review, before the time intensive edits are made.
Editing
Trim the video/audio and edit it to make everything line up nicely with little to no deadtime. Add animations as needed to highlight specific sections.
Once animations are added, add mouse clicks and keyboard typing noises whenever appropriate. I prefer to add clicks only when I want to draw the viewers eyes to whatever I am clicking.
Add the beginning animation and change the text to match the video topic. Blur from the intro animation into the new video.
Add and transition and end card.
Turn the video in for a second review.
Step by Step Guide (LIVE RECORDING METHOD):
Review the Material
When assigned a video, there will be material for the topic in the form of articles or videos/calls from the instructional design team. Start by going over the materials and make note of all the necessary elements to touch in on in the video. Decide what has to be covered in depth and what can be casually mentioned or left out all together.
Scratch Notes
Write bullets on each important topic that must be covered. Put it in an order that makes logical sense when going through the material in video form. Go through CoreBridge system “acting out” bullet points as if it was a real video, this will show steps that were missed or where more info needs to be added.
Adjust the order of bullet point topics to help the video flow as smoothly as possible. Start to flesh out the bullet points with the things that you are saying while pretending to record, doesn’t have to be perfect, just get the idea on the paper.
Scripting
Take the bullet point scratch notes and smooth it out. Flesh out the general ideas into full sentences that work well together in narrative form. Constantly read the script over again out loud to make sure that it sounds correct and flows from topic to topic.
Read the script out loud while acting out the actions in the system, there will be places where more/less words are needed to fit the amount of actions that take place on the screen. Add transition words/phrases when necessary.
Recording
Start the recording on the sales page of the CoreBridge system. Make sure that the dashboard looks clean with numbers in the widgets that make sense and would reflect an actual account.
Record both audio and video at the same time, making sure that movements on the screen are smooth and coincide with what you are saying in the script. If you need to take a break between lines (even a few seconds) make sure that nothing on the screen moves when you do. This way it is very easy to trim out the deadtime without the mouse jumping erratically from place to place.
Review
Send the video in for review before the time intensive edits are made.
Editing
Trim the video/audio and edit it to make everything line up nicely with little to no deadtime. Add animations only if strictly necessary. Try to edit only when needed to save as much time as possible.
Add the beginning animation and change the text to match the video topic. Blur from the intro animation into the new video. Add and transition and end card.
Turn the video in for a second review.