Video Guidelines

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Producing original video content is a great way to quickly teach and demonstrate best practices, strategies, ideas, and more. Some of the most common formats of videos include screen captures/recordings, such as platform walkthroughs or demonstrations; expert interviews and testimonials; and short, informational animations.

Why choose video?

Video production comes with numerous benefits that make the efforts that you put in yield big returns in content views and publicity. A few of these major benefits include:

  • Consumption: Viewers are much more inclined to consume your content when it is delivered in a fun, interesting, and attractive way. Giving your audience something to watch and learn from when illustrating a best practice or idea is almost always more engaging than simply providing a busy, text-based article.
  • Engagement: Nothing encourages feedback, conversation, and reviews like a video! You can almost always expect viewers to continue conversation about your content when presented with a well done video.
  • Shareability: Videos are easily shared in articles, blogs, and posts, as well as social media and video hosting sites. Furthermore, videos are easily viewable on virtually any device, and will generally scale to create the best view possible for your audience.
  • Subscriptions: Videos help to build trust with your audience. They keep viewers interested in your work and ready to view what other content you have available and/or will be producing. Videos are a great way to promote your "brand" and keep viewers interested in your network of offerings.

Here, we'll our suggested best practices for each of these formats, and our advice for getting started on each, as well as some basics for uploading and embedding video into your articles and posts. Furthermore, if you're in need of assistance with video production, there are steps for getting in touch with the Anaplan Community team to bring your content from the page to the screen!

Screen Capture / Recording

A great way to demonstrate a best practice is by creating a screen recorded video using a tool such as SnagIt or Camtasia

  • Capture your demonstration or walkthrough in a fullscreen browser window, which should hide your Start Bar (Windows) or Dock (Mac). Close unnecessary browser tabs, minimize bookmark tabs, and sanitize your browser as much as possible. Cluttered and busy browsers may distract from your presentation.
  • Video resolution should be 1920x1080, when possible. Lower resolutions may be enlarged, but some distortion may occur. 
  • Whenever possible, sanitize any confidential information you may be using in your demonstration. Filters can be applied to blur certain details, but too much of this may significantly distract from your presentation. Leverage the offerings of the Anaplan App Hub to help with models demos.
  • Be sure to record an audio voiceover track with your video that talks viewers through your presentation and describes your actions. Remember, all levels of users will view your content, so be sure that you are using clear, basic language and descriptions in your presentations.

A great example of this can be found in David Smith's Ask Me Anything (AMA) video.

Interview / Testimonial

Whether you're answering a specific question or discussing a best practice, a "talking heads" video can be a fantastic way to engage an audience in your content. Here are a few tips to get you started on these videos.

  • Any quality of camera can be used for these types of videos, including webcams, cell phone cameras, and even professional quality camera equipment. Be sure to aim for 1920x1080 resolution here, too. 
  • Keep an eye on your production quality. A well-lit area with little background noise and few visual distractions can create a great set for your production. 
  • Relax and have fun! Talk to the camera and/or onscreen talent as if you are explaining something to your best friend. This helps to generate excitement and positivity around your presentation and keep your viewers focused.
  • Keep your content short and sweet. The faster you can answer your question/s, the better.
  • Leave your viewers with one or two simple calls to action at the end of the video. Examples, include asking viewers to apply your guidance, review your supplemental material, or simply leave a review/discussion post to further the conversation.

Many great examples of these videos can be found on Anaplan's YouTube Channel.


Though animations may be the most involved version of video production, they can provide some of the most informative, digestible, and fun presentations of your content. Here are a few tips to get you started with an animation:

  • PowerPoint is a great way to get started with storyboarding and even animating your content. You can even combine your PowerPoint presentation with a screen recording tool to create an engaging video.
  • Just like all other videos listed here, keep your animation short and simple. Less is more! Answer your question/few questions as quickly as possible.
  • When possible, use high-quality assets, smooth animations, and even catchy music to support your content.
  • Animate with purpose. Just because you can add a special effect to your animation doesn't mean that you should. Stay on message with your presentation and make edits and animations that support your message.

Check out a quick sample animation we created to announce the optimization of the Anaplan Community

Uploading & Embedding

When you've completed your video project and created a video file, it's time to upload and embed your work into an article, blog, or post. Here's how to bring your video to the Anaplan Community:

  • The Anaplan Community works best with videos that have been uploaded to YouTube or Vimeo. Both sites offer free accounts to get you started with uploading your content. Be sure to consult your organizations policies and procedures prior to creating and uploading your video content.
    • If self-uploads are not an option at your organization, please contact us using the email listed below.
  • Once your video is uploaded, you may embed your video to your article, blog, or post using the Video button in the Rich Text toolbar.
    Follow the prompts to paste the URL of your video into the Video URL box, and then embed your video to your post!

Video Production Requests

Looking for more? Need assistance capturing your idea with video? Still not sure where to start? Look no further! Use this checklist to collect your thoughts and ideas, and then use the contact information below to drop us a line:

  1. Do a brainstorm of your idea or best practice and document as much as possible.
  2. Once your thoughts are documented, use the Community Contribution questions to help you center your idea/s.
  3. For bonus points, storyboard out your idea and include any other assests that you think may add to the project, such as screenshots, images, music, demos, etc.
  4. Drop us at line at We'll connect with you to take your content to the screen in no time!
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‎05-02-2018 11:12 AM
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