Human Request via snippet

Birdie makes it easy to request screen recordings from customers in HubSpot using Snippets. Here’s how to set it up in just a few clicks:

See Step 3 below for the optimal option

1. Create a Snippet: In HubSpot Settings, search for Snippets, then create a new one (e.g., Request Screen Recording) and assign a shortcut (e.g., Birdie).

2. Copy Your Request Link: Open Birdie Settings, find your Birdie Request Link for Hubspot Snippets, and copy it.

3. Paste the Request Link: Write a short message. Highlight the part you want to hyperlink (like “click here to record your screen”), click the link icon, and paste your Birdie Request Link.

Proven wording template

How you frame a screen recording request matters. Use this proven template for the best results:

We recommend taking a screen recording to help us see the issue from your perspective, enabling a quicker and more accurate answer:

Click here to record your screen

Pro tip: For best results, enable audio and talk us through the steps leading to your issue while recording

Once you’re done:

1. Go to the “Recording” tab

2. Click on Submit

3. Click “Copy the link”

4. Paste the link here