Tips and Tricks

Tips and Tricks: Overview Videos

Overview Videos are a powerful feature in SymTrain that helps agents better understand the purpose of a simulation before diving in.


In this Tips & Tricks session, María Vives (Digital Media Specialist) walked us through the value of Overview Videos, a powerful (and optional) feature that helps agents better understand the purpose of a simulation before diving in. These short videos (ideally under 2 minutes) can improve user engagement, reduce confusion, and make your Sym experience even more impactful, especially for new hires, role transitions, and platform walkthroughs.

Key Takeaways

  • When to Use Them: Use overview videos for: simulation or company introductions, role onboarding or team intros, screening simulations, new hire orientation, training plan/module overviews, platform walkthroughs, scoring expectations, and more.
  • Recommended Structure: Every overview video should include: Welcome to the simulation, What you’ll learn/do, Tips for success, and What comes next.
  • Best Practices: Keep it under 2 minutes (max 5), script before recording, use a friendly & supportive tone, be clear and instructional, brand your content for consistency, and repurpose across similar Syms (e.g., beginner → advanced).
  • Easy Creation Tips: Use Canva with a 16:9 layout to create clean, engaging videos with 3–5 short slides, text + visuals or screen recordings, voiceover (recorded or AI-generated), background music (optional).
  • Technical Details: Max file size: 500MB, export as MP4, compress video if needed using online tools, upload and assign it as the Overview Video in SymTrain.

Similar posts

Get notified on new marketing insights

Be the first to know about new B2B SaaS Marketing insights to build or refine your marketing function with the tools and knowledge of today’s industry.