Create the Best Video Training
How to design video steps in Herd so they're effective, short, and easy to complete — the way media teams build them.
1. Is this a step, or its own training?
Before you build anything, answer one question: should the video live inside a training, or stand on its own?
15 seconds or less
Embed it as a step inside a larger training module.
More than 15 seconds
Make it a standalone training with its own title, description, and follow-up question.
Multiple concepts
Split into separate clips — two 10-second videos that each make one clear point will always outperform a 25-second video that makes two blurry ones.
If you find yourself thinking "I'll just squeeze two concepts into one video," that's a sign to split them.
2. Sketch the sequence before you build
Once you know you're building a video step, plan the surrounding structure before you open the editor. A simple, reliable pattern:
3. Structure the video step itself
A strong video step has four elements — nothing more.
Title
Name what the video shows — "Watch: Spotting a fake login page."
Instruction
One line — "Watch this short video, then choose what you'd do next."
Asset
The video.
Buttons
The next action.
Avoid:
Paragraphs explaining what the video is about before it plays.
Multi-step instructions that mix watching with reading and scrolling.
The learner has one job: watch the video and then do something with it. Make that obvious.
4. Always add buttons
This is where a lot of trainings quietly break down.
Without buttons, the platform auto-progresses when the video ends. The learner can't pause, can't rewatch, and doesn't make any choice — so you lose the interaction point entirely.
Use buttons to do more than just advance the learner:
"Got it, next."
Simple — but it keeps the learner active and gives you a measurable interaction point.
"This looks safe" / "This looks suspicious"
Turns passive watching into a judgment call.
Different buttons lead to different follow-up steps — letting you tailor feedback based on what the learner chose (if your flows support branching).
5. Reinforce immediately after the video
The step after the video should do one thing: help the learner apply what they just watched.
One question. One scenario.
Not a full quiz — not a new concept.
Something that prompts them to process the video rather than move past it.
Watching something activates recognition. Doing something with it builds retention.
"What would you do if you saw this in your inbox?" with two or three button choices is enough.
6. Keep the whole module tight
Aim to keep your total module to 8–10 steps — the range where most learners can finish in a focused sitting.
If you're going over that limit, check whether any steps are doing double duty. A step that tries to explain something, ask a question, and introduce the next topic is really three steps. Break them apart — or cut the least essential one.
The pattern in practice
Here's what the full structure looks like assembled:
Step 1 — Context: "Phishing attacks often look legitimate. Here's a short video showing what to watch for." Button: "Start the video."
Step 2 — Video: Title: "Watch: Spotting a fake login page." Body: "Watch this short video, then choose what you'd do next." Buttons: "I'd report this" / "I'd ignore it" / "I'd enter my password."
Step 3 — Reinforcement: "You're about to log into your bank account and the page looks slightly off. What do you do?" Buttons: scenario choices.
Three steps. A video that makes one clear point. A decision that puts the learner in the situation. That's the whole structure.
Summary
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