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Create and set up your sales page templates

A sales page template is a landing page template 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.


To create a sales page template:

  1. Login to Hippo Video using your existing credentials.

  2. Hover the mouse over the HV Studio icon on the left navbar and click on the Sales Page Templates

  3. You will be redirected to the Sales Page Templates page where you’ll find the Custom Tags and System Tags.

    1. Custom Tags are tailor-made tags created by admins to manage and retrieve sales page templates. If there are no custom tags available for an account, the custom tag filter will not appear.

Note: The sales page templates associated with custom tags are automatically moved to the Others category when deleted.
  1. System Tags are pre-made tags available by default for every Hippo Video user to manage and retrieve sales page templates.

Note: When you hover over each tag in the All Templates section, you'll see the Add More button.
  1. Here you’ll find an option to search the sales page templates using various ways:

    1. Filter by - By default, it displays the All Sales Page Templates category. You can also opt for Shared with me or Created by me.

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

    3. Search - It helps to search the sales page templates globally. Enter the name of the sales page template and press Enter; Click Clear to clear the content inside the box.

Note: The filter, sort by, and search options work for each tag separately.
  1. In the left panel, you’ll find various tabs:

  • Recently Modified - Lists the latest 15 modified sales page templates, either custom tags or system tags (the tag names will not be shown). The default sales page template will always be the first on top for easy access; To see all the recently modified templates, click on the Add More button at the top right.

  • All Templates - This will show all the templates along with the Custom Tags and System Tags names. It displays the templates associated with System Tags first, followed by the templates associated with Custom Tags

  • Filter By Tags - This includes both Custom Tags and System Tags.

  1. Now, go to the specific category. Here, for example, go to the Prospecting tab from the left panel and click on the Add More button at the top right.

  1. The Prospecting Templates slider will appear with various templates. 

  1. Hover the mouse over the template of your choice. Here, for example, choose Pitch Wireframe template.

  1. You can either Preview your template.

  1. Or click on the Use button. All the elements that are available on the preview page are customizable.

  2. Here, you can edit the title, format text, insert an image, change the background color, insert merge fields, and add a carousel. Based on the branding permissions, the user will be able to edit the branding settings. Please refer to this article for more details about branding and non-branding elements.

  3. The primary video cannot be added during the creation of the sales page. It can only be added when you share them with your prospects.


To name the sale page template:

  1. Click on the Edit   icon at the top left.

  1. Name your sales page template and click anywhere on the sales page template. The name gets saved automatically.


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.

Note: The recommended logo dimension is 280x80 pixels. However, depending on the device, this may or may not work.
  1. You’ll notice that the logo has been added.


To format the text inside the text areas:

  1. Click on any 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.

    2. 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 under the users’ tab will fetch details from the Profile Settings (based on your update).
  1. Videos - include your video heading and the sales/landing page description.

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


To delete the section:

  1. If you want to delete the text box, 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 container's background color and background image and manage 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, select the image from local or library images or Background Color, and set Transparency. Here, for example, the background image is selected for the container.

Note: The recommended background image dimension for the entire page is 1800*1600 (or) 1980*1840’ pixels, and for a section of the page is ‘1200*400 (or) 1980*660’ pixels. However, depending on the device, this may or may not work.
  1. You’ll find the options to view the image name, set the image position as a stretch or fit, image opacity, and transparency.

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

  2. Once you’ve done this, click Set.


To add/edit the buttons:

  1. Click the Add Button or existing buttons.

  1. Select the options from the drop-down such as Link, Chat, Email, Call, Get Video Reply, Schedule a meeting, and Form.

Note: The options for each button will differ depending on the functionality; The URL is retrieved from your updated Profile Settings; When you create a new button, the Link option is automatically chosen.
  1. You’ll have the option to change the button text & colour, font type, size, style, text color & button corner.


To add any text/description:

  1. Place the cursor on top of the Enter your text here sentence and enter the title.

Note: No character limit for both text boxes.
  1. Click anywhere on the sales page template, and the title gets saved automatically.

Note: If you wish to remove the title text box, click on the Delete icon in the top right corner of the text box, but you must undo your action if you want the text box to reappear.


To add a title inside the carousel: 

  1. Hover the mouse over the Text box and enter the title.

  1. Then, click anywhere on the sales page template to save the title. You can also delete the text box if needed.

Note: No character limit for both text boxes.
  1. Click on Add Videos and Documents at the top of the screen or click on Add Links, Videos, Images, & Documents.

  1. You can now Import VideosDocuments, Images, and Links from the library, local, or add via link. 

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

  3. Content Type: The Videos are displayed by default. You can choose the content type as Videos, Images, or Documents accordingly.

Note: The Green tick indicates selection; The selected videos, images, and documents get listed at the bottom of the pop; The videos, images, and documents selected from your local drive will automatically get saved inside the library.
  1. Click the Import button. The selected assets are imported to the carousel.



    To change the colour of the carousel, select the container and click on the carousel color from the top of the screen.

  1. You can also import the website, landing page, or link directly. Click on the Add Via Link, enter a valid website URL, and click the Verify Link button.

  1. The Title fetches automatically.

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

  3. Click the 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. The Sales page template carousel contains all the imported videos, images, documents, and links (website snapshot).

Note: You’ll be notified with the total count of assets chosen (marked in the above screenshot).
  1. If you want to add or edit the media, click the Add/Edit Media button.

Note: The added assets, such as Video/Image/Document (PDF, DOC, CSV, etc) and Link (Add via link), will be tagged accordingly.
  1. If no thumbnail is provided for the selected asset, the system will automatically update with the default thumbnail, as shown in the example below.

  1. You have the option to edit the video name inside the carousel,


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


Step 2: Modify the asset name and thumbnail. Click the Save button. 


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

  1. You can also delete the asset within the carousel. The Delete icon will appear by hovering over the thumbnail. Now, click on the icon upon which the asset will get deleted from the carousel.

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

Note: You’ll be prompted with an alert message to manage your sales page template privacy settings. Please read the message and click Ok to proceed.
  1. Fill in the fields required such as,

  • Sales page name - Name your sales page template.

  • Page URL - Gets updated based on the sales page name. If necessary, you can change it.

  • Video Flow Settings - If you want to allow users to edit the non-branding settings of the sales page template during video flows, check the box or to restrict users from editing non-branding settings of the sales page template within video flows, uncheck the box. 

  • Visibility - Select users or groups or everyone in the organization.

  • Share with everyone in the organization - If you want to share the sales page templates with everyone in the orgranization, check the box else uncheck the box.

  • Tags - By default, the System Tags will be mapped to the sales page templates. If you want you can add more tags and remove the existing tags but it is mandatory to have atleast one tag to save the page.

  • Fav Icon - This icon will show up on the browser. You can at any point in time, if necessary.

  • Thumbnail - The thumbnail will be automatically loaded. You can change it if you want.

Note: The recommended thumbnail dimension for the entire page is 320*180. However, depending on the device, this may or may not work.
  1. Click on ‘Save and Next’.


  1. You shall be redirected to the Sales Page Templates preview page.

Note: The Preview Page button at the top right of the preview lets you to see the sales page template preview and click on the respective icons below the preview to clonedelete, or edit the sales page template, if necessary. 
  1. Your sales page template is now ready to be used while sharing the video with your prospects.


To manage sales page template settings:

  1. Go to the respective sales page template and click on the More icon.

  2. Click Edit to modify the sales page template; Set as default to set the sales page template as default; Clone to duplicate the sales page template; Settings to modify the sales page template settings; Delete to delete the sales page template.


Note: Any changes made to the sales page template after sharing will not affect those already shared. If you wish to edit the shared sales page template, go to the Shares & Tracking tab, select the appropriate Context Name, and then click Edit Sales Page Template in the top right corner. The Shares & Tracking page can be accessed by clicking here.


To check out other topics related to sales page templates.




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