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Using Video

Add Existing Videos   Store your videos   Transcripts & Captions

For Manulife Securities Advisors


TIP! Choose to Embed your video on your website

Embedded Videos: When adding video to your website, best-practices are to Embed the video on your page, rather than linking to it. This will allow visitors to watch the video from your website, without having to leave!  Obtain the embed code by locating the "share" buttons of the video. Most often, Embed code will be there for you to choose. Copy this code, and paste it in to the proper area on your dashboard. Here is a quick video to show you how!

Adding Third-Party Video to your website

If you are adding video to your website that was created by third-party sources, you can add them through your Website Dashboard. Once added, send your page in for compliance review and your Sales Communications Compliance team will review, and approve or reject the video through the automated workflow process.  Here are some great resources to find videos:

Manulife's Video LibraryFinancial Planning for Canadians

Storing the video online

For compliance to approve your original videos, they need to be stored on a video streaming platform that allows it to be “Unlisted” and not searchable. While you can upload videos to your website directly, video streaming platforms are recommended because they will ensure your website is not affected by the traffic or streaming bandwidth of the video. There are many good options, each with their own pros and cons. The two options below are our recommendations for solid platforms that offer extended features and ease of use while satisfying the compliance aspect.

1. Streaming Platforms - Vidyard

Vidyard is a relatively new streaming platform service but one that is taking the world by storm. They have an excellent platform that give you the benefit of different packages, great features and strong analytics. It has a more professional feel than YouTube and has also received a lot of high praise from Financial companies and other corporate companies for its easy to use platform and continuously improving features. A big pro to this is the control over recommended videos and advertising on your videos. It has a nice overlay feature, and even has plug ins to let you record and read from the screen directly in to the video maker and storage. Pretty cool. They also have EXCEPTIONAL customer service.

Check out Vidyards pricing plans


2. Streaming Platforms - YouTube

YouTube is another option for where to upload your videos for free, as it allows for these customizations and is built for streaming. It's been around a long time, and is generally a go-to for anyone making videos. Pro - easy to use, lots of automatic features, every one from kids to adults uses it.  Cons: you have limited customizations, there is a lot of ads on it, and pops up with recommended videos that you have no control over. It can look unprofessional with all the activity on there, and customer service is more of a process and can get a bit frustrating.

How to create a transcript of your video

Transcript Tool

Below is a link to a very easy transcript maker – free to use! Be sure to check it over, they aren’t perfect but it is a great place to start.

otter.ai transcript tool



How to create captions for your video

Captions capability

When a video is made, due to the accessibility laws in place for 2020 as well as proper Search Engine Optimization (SEO), you will want to make sure that your personal videos have Captions added to them for the viewers. This video shows you how to add captions through Youtube, using your transcript.


'Baked-In' Subtitles for social media videos

For a little more advanced options, this video coves the easiest way  to add captions to Instagram videos, Facebook or Linkedin videos etc.  and ‘bake-in’ subtitles, easy and fast.