How do you connect Loom as an Extension?

Myles Dean
Myles Dean
  • Updated

Loom lets you record your camera, microphone, and desktop simultaneously to create and publish tutorials, guides, presentations, and more types of videos. You can connect a Video by following the instructions below:

Connecting Loom

    1. Go to Modules & Extensions, and click Add New in the top right corner.
    2. Click Add under Loom
    3. Set a title and icon that represents the extension.
    4. We're going to keep this as a Global Extension so that all clients see the same embedding.
    5. We'll also leave this extension as connected as embed so clients can watch the video directly in your portal.
    6. Now simply find the video you want in your Loom Library.
    7. Hover over your desired video, and click the link button to copy the link.
    8. Now go back and paste the link in the content box.
    9. Next, click Add. It will take you to the extension's page, where you can see the extension is added for all of your clients.

Client Experience

    1. To check if the clients can view the extension properly, open an incognito window and log in with a test client account. Click Here to learn how to set up a test client account.
    2. Once logged in, click the extension on the sidebar to preview the client view.

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