Create the Best Video Training

How to design video steps in Herd so they're effective, short, and easy to complete.

1. Build Order

1

Decide if the video is a step or its own training

If the video is longer than 15 seconds, make it its own standalone training.

2

Sketch the step sequence

Plan your full step order and place the video step within the first three steps.

3

Add a pre-video step with a button

One sentence of context plus a button — for example, "Start the video."

4

Add the video step

Short title, one-line instruction, the video asset, and buttons to continue.

5

Add a post-video step

One question or scenario to reinforce what they just watched — use buttons or a quiz.

6

Review total length

Aim to keep the overall module to 8–10 steps.


2. When to Make a Video Its Own Training

Video Length
What to Do

15 seconds or less

Embed it as a step inside another training

More than 15 seconds

Make it a standalone training with its own title, description, and follow-up question

Multiple concepts

Split into multiple short videos instead of one long clip


3. Where to Place a Video Step

Place the video step within the first three steps of a training. A simple pattern:

  1. Step 1 — Set the context: what this is about and why it matters

  2. Step 2 or 3 — Video step

  3. Next step — Quick interaction (button, quiz, or scenario question) to reinforce what they just watched


4. How to Structure the Video Step

Element
What to Write

Title

"Watch this short video"

Body

One-line instruction: "Click play, then use the buttons below to move on."

Asset

The video

Buttons

Action to advance or capture a decision

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5. Buttons and Progression

Always add buttons to every step — including the video step.

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Use buttons to:

  • Confirm completion — "Got it, next."

  • Capture a decision — "This looks safe / This looks suspicious."

  • Branch to different follow-up steps (if your flows support branching)


6. What to Write for the Video Step

  • "Watch this short video, then pick the best response."

  • "Play the video, then click the button that matches what you'd do."

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Keep videos short, place them early, and always pair them with buttons. This turns each video into a focused learning moment instead of background noise — and makes your training faster to build and easier to complete.

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