Recipe: Add a video to your milestone template


Customizing your milestone templates with video is one of the best ways to communicate with your borrowers using your own voice. Simply copy and paste the HTML code into an HTML editor, copy that code and paste into your milestone email template.



<a href="ENTER YOUR VIDEO LINK HERE" rel="noopener noreferrer" target="_blank"><img src="" style="display: block; vertical-align: top; margin: 5px auto; text-align: center; width: 543px;"></a>


Customizing your code is the initial step for this. To customize your code, copy the code above then follow these steps (this is the easiest process that Floify Support recommends):

  1. From the loan pipeline, click the email address in the upper right-hand corner
  2. Edit the Email Signature
  3. Completely remove any input here (don't worry, you won't save the changes, so your email signature will remain the same!)
  4. Select the Code View icon (</> icon)
  5. Copy and paste the code above
  6. Select the Code View icon again
  7. Select the image and choose the Replace option
  8. Drag and drop the image you'd like to use for your video
  9. Select the Edit Link option and insert your hosted video link
  10. Select the Code View icon again
  11. Copy the newly created code & exit (DO NOT SAVE - this will overwrite your email signature)


This custom code will be input by following these steps:


  1. From the loan pipeline, click the Settings tab at the top
  2. Select Milestones from the list
  3. Select the Manage Milestones
  4. Edit the milestone you're adding the video to
  5. Copy and paste the above code into the milestone where you'd like it to appear

    If you have an existing milestone you're wanting to add the video to, making sure you get it in the right place is key. You can follow the steps to customize the code to customize your entire milestone as well. Copy the milestone template code, head to your email signature again, and paste the code there (don't forget to click the Code View icon before pasting). Once your code is there, copy the video code and add it to the very bottom of this code. Now click the Code View icon once more and now you will be able to drag and drop the video where you'd like it to appear in the milestone email!


If you have any questions, or need any help, contact support at


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