Template builder helps you easily add intros and outros to brand-approved videos in seconds. Keep your sales pitch consistent, reduce video creation time, and boost sales productivity. To understand more about the feature benefits, click here. 

As an Admin, if you want to create a template builder and set the workflow for the user. 

  1. Sign-up here if you are a new user or go to Template Builder.

  2. By default, the pre-designed templates for Video Sandwich (automate intros and outros of your video pitch), Thank You (show your appreciation with special thanks)and New Year (send wishes) are available

  1. Click the ‘Create New’ button on the top right corner.

  2. As you are on the first page, ensure that your template is named and saved. You can find it in the top left corner.

  3. Click the Edit icon (top left) to enter the name for your template (mandatory) and save it.

Notegreen tick shall indicate that your template has been successfully saved.

  1. You can add your custom background music by clicking the Set Background Music tab found towards the right side in the top bar.

  1. You can import audio from local, recently used, audio libraries or g-drive and then click Import. The selected audio is set.
    Note: You can adjust the volume of the background music on each slide and also can change the background music at any point in time.

  1. To embed your video on the selected sales page, click Set Sales Page (top right). 

  1. Select the sales page and then click Choose. The selected sales page is set.
    Note: You can change the sales page at any point in time.

  1. On the left side of the screen, the list of default slides for creating videos is shown.


  • REC - Once the video or image is added to the slide the Rec button changes to a green tick mark. 

  • +ADD - Click to add slides.

  1. On the right side of the screen, enter the title name, notes for your sales team, and content for each slide of your template (pre-defined video/dynamic video).

  2. By default, you’ll have three slides but you can create number of slides based on the requirement. In this template, you’ll have two different types of slides: Pre-defined video and Dynamic video.

Pre-defined videoIf the Content Options is chosen as Pre-defined Video then you have an option to record video/import video (local/library) /import image (local/library/recently used/g-drive/free stock images/shopify).

Example of Pre-defined Video:

Dynamic videoIf the Content Options is chosen as Dynamic Video then you have an option to enable for the user such as :

Note: The Add Script (lets you add video script) and Add Image/Video as Virtual Background (lets you add virtual background) will be enabled only if the Webcam Video option is chosen.

Example of Dynamic Video:

  1. Click on the Save as Template button at the top right corner.

  2. Your template is now available inside Template Builder and also inside all the video creation flow.

Now, you can ask your sales users to create videos using these templates to save time and follow the guidelines set by you.

To manage the enabled options of the thumbnail

  1. Hover the mouse over the thumbnail to view the enabled options,

Note: No access to Edit/Delete the Default templates.

  1. To change the template privacy settings, click the Settings option. Select the preferred option and then click Save.

  1. To make the duplicate copy of the existing template, click Clone.

  2. To edit or delete the templates, click on the appropriate options.

To manage the basic features inside Template builder (at the top of the screen):

  1. Sort by - Sort the templates either by Recent/Name.

  2. Search - Search for the specific template.

  3. Visibility settings for quick create - By default, all the system templates are enabled here. You can always show/remove the newly created templates inside the ‘+Create’ button (available at the top right) by enabling/disabling the toggle button.
    Note: This is applicable only for Admin.

    1. To enable/disable the templates, click Visibility settings for quick create link at the top right.

  1. The following window will appear.

  1. Enable the toggle button near the appropriate template and then click Save.

Example: Enabled template is available inside the + Create button.