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Create and set up your sales page

A sales page is a landing page where your viewers watch a video. You can customize the page with your branding, add CTAs, add a calendar link to book more meetings, add pre-recorded videos like customer testimonials, product demos, add collateral documents, and convey your business value. All you have to do is customize the page according to your needs and choose a relevant page for the videos you record. Let's deliver a world-class experience together to your contacts.

Note: To understand the best practices before creating a sales page, please check out this video.

To create a sales page:

  1. Click on the Library icon from the left navbar > Sales Pages

  1. Or click the Create button at the top right > Create Sales Page

  1. You’ll have an option to search the sales pages using various ways:

    1. Filter by - By default, it displays the My Sales Pages category. You can also opt for All Sales Pages or Shared Sales Pages.

    2. Sort by - By default, it displays the Recent category. You can also opt for Name.

    3. Tags - Click on the text box and choose the tags based on your preference. The sales pages will get listed accordingly.

    4. Search - Enter the name of the sales page and press Enter; Click Clear to clear the content inside the box.

  1. Then, click on the Create New button at the top right corner. 

  1. By default, the Sales category templates will be listed. 

  1. If you want to change the category then click on the various templates such as Greetings, Christmas, Hubs, and Insurance below the Hippo Video Templates tab. 

  1. Hover the mouse over the template you wish to use.

  2. You can either Preview your template or directly use the Create Page option.

  1. Click Create Page.

  1. All the elements that are available on the preview page are customizable. Here, you have an option to edit the title, format text, insert an image, change the background color, add primary video, insert merge fields, and add a carousel.

To name the sale page:

  1. Click on the Edit   icon at the top left to edit the title.

To add a logo:

  1. Click the Add Logo button.

  1. Select the image from local, g-drive, or library images and then click the Import button.

  1. You’ll notice that the logo is added.

To format the text inside the text areas:

  1. Click on any of the text areas to format the text like font, size, font face, insert merge fields (contacts, users, and videos), etc.

  1. The Insert Merge Field drop-down menu at the top of the screen has three tabs, Contacts, Users, and Videos. It helps insert the following fields,

    1. Contacts - includes your end-users details such as first name, last name, email, company name, video URL, country, city, phone number, etc.

  1. Users - includes your organization user’s details such as first name, last name, email, company name, country, video URL, twitter link, etc.

Note:  Merge fields for under users’ tab, will fetch details from the Profile Settings (based on your update).

  1. Videos - includes your video heading and description to the sales/landing page. 

Note: If you select the “${Video.Description} and ${Video. Title}” merge fields, then the description and title details will be fetched from the video preview page.

To delete the section:

  1. In case, if you want to delete the text box, then you can click the Delete icon from the top right corner of the box.

To change the background color/image of the container:

  1. In the sales page template, you’ll have two containers i.e., top and bottom. You can change the background color and background image of the container along with managing their transparency.

  2. Click on the container upon which you’ll find the options to change the background.

  1. Now, click on the Background Image (recommended resolution: 1080*1250) and select the image from local or library images or Background Color and set Transparency. Here, for example, the background image is selected.

  2. The selected image will be applied to the container. You’ll find the options to view the image name, set image position as stretch or fit, image opacity, transparency.

  1. Now, click on the bottom container and select Background Color.

  2. Once you’re done, click Set. The selected color will be applied to the container.

To add primary video:

  1. Click on the Add Primary Video

  1. Select the video from the library or local and then click the Proceed button. 

  1. The selected video will be imported. 

Note: You can also resize the primary video. Click on the video, navigate to the top of the screen & drag the horizontal bar near the Scale to increase/decrease the video size; You can change the video anytime by clicking on the Change Primary Video button.

To edit the buttons:

  1. Click the button you want to change and select the button based on your preference.

  1. Once you click on the buttons at the top of the screen, you will have an option to change the button name & color; font type, size, style & color.

  1. If you want to change the button name, select from the drop-down such as Link, Chat, Email, Call, Get Video Reply, Schedule a meeting, and Form

NoteOptions for each button will vary based on the feature. The URL fetches from the Profile Settings (based on your update).
  1. Once you’ve done, click.

To add slider videos, links and documents: 

  1. Click on the Add Slider Videos & Documents or click on the video and then click on Add Videos and Documents at the top of the screen.

  1. You can now Import VideoDocument, Image or Link from the library, local, or add via link. All the videos, images, and documents will be listed at the window's bottom.

  2. Folder: The default folder is displayed; Search: Allows to search the specific videos, images, or documents with names; Tags: Allows to search the specific videos, images, or documents with tags. 

  3. Content Type: By default, the Videos will be displayed. You can choose the content type as Videos, Images, or Documents accordingly.

Note: The Green tick indicates selection. The videos, images, and documents which are selected from your local drive will automatically get saved inside the library.
  1. You can also import the website, landing page, or link directly. Click on the Add Via Link tab and enter a valid website URL, and click the Verify Link button.

  1. The Title will be fetched automatically.

  2. By default, the Thumbnail is set. You can also edit the thumbnail (optional) and upload based on the preferred size.

  3. Click on Reset button, to change the link or click the Add Link to proceed further. You’ll be able to see the thumbnail of the added link.

  1. Click on Import. All the selected videos, images, documents and links (website snapshot) will be added to the sales page carousel.

  1. In case, if you want to add or edit the media then click the Add or Edit Media button.

Note: The added assets will be tagged accordingly such as Video/Image/Doc.
  1. You have an option to edit the video name inside the carousel,

Step 1: Click on the Edit icon below the video thumbnail. 

Step 2: Enter the name and click the Green tick near the text box. 

Step 3: You’ll notice that the name is changed. 

  1. Once you’ve done, click on Save and Next at the bottom of the screen.

  1. You will be redirected to a page where you can name your page, visibility (set its privacy), add tags, thumbnail, and add a personalized ‘Fav Icon’.

To set access for the sales page:

  1. From the Visibility option: 

    1. Select the users or groups from the search field. By default, the selected users or groups will be given view access.

    2. Set access as Viewer/Editor for the selected users or groups.

    3. Select Remove Access option to keep the page private if you prefer.

  1. In order to share the sales page with others in the organization, check the Share with everyone in the organization box. The Everyone in the Organization option will get listed below the Shared with box. You can select the access accordingly.

  1. Click on ‘Save and Next’. Your sales page is now ready to be shared.

To edit a sales page:

  1. Click on the Edit icon near the sales page. 

  1. It will redirect you to a Preview Page where you can edit. 

  2. All the elements that are available on the preview page are customizable. Here, you have an option to edit title, format text, and insert an image.

  3. Once you’ve done, click on Save and Next at the bottom right. The new changes will be saved.

  4. Click the View Report button, to track the sales analytics; Click the Set Accessicon, to modify the access; Click the Moreicon, to manage settings, set the sales page as default (set default), duplicate the sales page (clone) and delete the sales page.

To check out other topics related to sales pages.

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