Customers get stuck during setup
Problem
Collecting phone numbers before SMS setup means those contacts can't be texted.
How to handle it
Show the steps in the right order.
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Customer onboarding videos for MarTech software
Trainn is an AI-powered product video and guide creation platform that turns screen recordings of your MarTech product into customer onboarding videos and step-by-step guides, with AI voiceover, zooms and subtitles added automatically. Group them into onboarding collections and track each customer's progress.
3-day free trial, then $19/month.
What are customer onboarding videos for MarTech software?
Customer onboarding videos for MarTech software are short walkthroughs that take a new customer from connecting their store or app to their first journey live. Order matters, because SMS consent must be set up before phone numbers are collected. Trainn creates the videos from recordings, one per setup step.
Common customer onboarding workflows for MarTech software
| Workflow | Who records it | Best format | Sensitive data on screen | What triggers an update |
|---|---|---|---|---|
| Connect your store and sync subscribers | Onboarding specialist | Video | Store details | Store connection changes |
| Set up SMS sending before collecting phone numbers | Onboarding specialist | Step-by-step guide | Phone numbers | Consent rules change |
| Link a signup form to the right list | Customer success manager | Video | List names | Form builder changes |
| Turn on a welcome series | Customer success manager | Video | Email content | Template changes |
| Send a test before launch | Customer success manager | Step-by-step guide | Test addresses | Test tools change |
What makes onboarding hard for MarTech software teams?
Different teammates handle different setup steps
Problem
Marketers build forms; developers connect the store.
How to handle it
Send each person only their steps.
Customers drop off before they see value
Problem
Until the first journey sends, the platform is just setup.
How to handle it
End onboarding at the first live journey.
How Trainn creates customer onboarding videos for MarTech software
- Solves: Customers get stuck during setup
Trainn's AI video agent
Upload a recorded onboarding call. Trainn's AI video agent turns it into short step videos with clean narration for review. See how video creation works.
- Solves: Customers get stuck during setup
Generate AI Voiceover
Trainn writes and voices a script from your clicks, so every step sounds consistent.
- Solves: Different teammates handle different setup steps
Turn Video into a Guide
Turn each video into a step-by-step guide a developer can follow.
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Translate onboarding videos into 30+ languages for marketing teams in every region.
-
Group marketer and developer steps in one collection with a section each.
- Solves: Customers drop off before they see value
Video Analytics
See who watched each step and call customers who stalled before launch.
Enterprise security, privacy and compliance
- ISO 27001 certified
- SOC 2 Type 2 attested
- GDPR compliant
Recording MarTech workflows safely
- Record onboarding in a demo account with made-up subscribers.
- Never show real consent records or phone lists.
- Blur anything real with Blur a Spot. Automatic blur through Trainn's AI video agent is coming soon.
How MarTech teams use Trainn
Best screen-recording tool for end-user training of products
Very shallow learning curve. No need for a good microphone or ambiance to record. After recording, Trainn will replace your voice with a high-fidelity AI voice of choice.
Rob B.
Technical Training Strategy Manager
Verified G2 review
Source: Read Trainn reviews on G2
Frequently asked questions
How long should customer onboarding videos for MarTech software be?
Keep each customer onboarding video for MarTech software to one setup step and about 60–120 seconds, so a new customer can watch it and finish that step straight away. Longer setup works better as a short series than as one long video:
- One step per video. For example: connect your store and sync subscribers, set up SMS sending before collecting phone numbers and link a signup form to the right list. Each video ends when that step is done.
- A step-by-step guide beside every video for people who prefer to scan or copy exact values. Trainn creates the guide from the same recording.
- The series in setup order. Group the videos in one onboarding collection so customers always know which step comes next.
- A clear finish line. End the series at the first real result, such as “send a test before launch”, so customers see value as soon as onboarding is done.
For a step-by-step method, see how to turn screen recordings into customer onboarding videos.
What should customer onboarding videos for MarTech software include?
Customer onboarding videos for MarTech software should cover every step between sign-up and the first real result, in the order marketing teams actually do them, with test data on screen and a guide beside each video. Include:
- Every setup step, in order: connect your store and sync subscribers, set up SMS sending before collecting phone numbers, link a signup form to the right list, turn on a welcome series and send a test before launch.
- Who does each step. Setup is usually split across roles, so label each video for the person who owns it. Marketers build forms; developers connect the store.
- Safe sample data. Store details and similar details should come from a test account, never a new customer's live account.
- A consistent voice. Generate AI Voiceover writes and voices a script from your clicks, so every step sounds the same whoever recorded it.
- Translations for customers outside English-speaking markets, in 30+ languages, kept in sync when you update the original.
Trainn can host the series as an onboarding collection; see customer onboarding software.
How do you know if onboarding videos are working?
Onboarding videos are working when new marketing teams finish setup faster and reach their first result without needing a call or a support ticket. Track these signals:
- Completion per step. If most viewers finish one step but few start the next, the next video, or the step itself, needs fixing.
- Drop-off points inside a video. A spike at the same second usually means a confusing screen or narration that's too long.
- Time to the first real result, such as “send a test before launch”. This is the clearest sign that onboarding is working.
- Fewer setup questions to support, for example about “set up SMS sending before collecting phone numbers”.
Trainn's video analytics show who watched each step and where viewers stopped, so your team can reach out before a new account stalls.
How much does Trainn cost?
Trainn's Creator plan costs $19 per month and starts with a 3-day free trial. That's long enough to record one real workflow from your MarTech software, such as “connect your store and sync subscribers”, and publish it as a video and a step-by-step guide before you pay.
- Creator plan: $19 per month for one creator, with up to 15 videos and guides.
- More creators or more content: compare every plan on the Trainn pricing page.
Related
Trainn is an AI-powered product video and guide creation platform that turns screen recordings into product demo videos, training videos, onboarding videos, step-by-step guides, and interactive walkthroughs. Trainn also delivers this content externally through a branded no-code LMS, or in-app through embedded tutorials to train customers at scale.
North Bethesda, Maryland 20852
