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How do I streamline my Dynamic Video Sales workflow?
How do I streamline my Dynamic Video Sales workflow?
Updated over 4 months ago

Manually creating and configuring each add-on for each project can be a time-intensive process. Fortunately we've created workflows to save you significant time.

Creating a Product Catalog

If you are going back and updating previously delivered projects with add-ons, it is best to create a product catalog to reduce the time involved using the following steps:

  1. Create a new project folder and name it Product Catalog or similar.

  2. Upload a placeholder video for each add-on option that will be in your product catalog. The placeholder video can be 10 seconds of a simple black background with white text that says "Thank you for your purchase. We are diligently working on your order and will have it ready within 2 weeks." See and download example. You could also incorporate your logo or branding into the background and colors.

  3. Click on a placeholder video in your dashboard to open it, then set the title to the exact button title it will have in the presentation menu, e.g. "Documentary Edit".

  4. Next, set its description to that of the Add-on. This description will appear for the viewer on the Add-on screen.

  5. Last, set the poster frame to your logo or something that can be re-used for each presentation.

  6. Repeat steps 3 through 5 for each add-on in your product catalog. Your product catalog project should look something like this:

Now that your product catalog is created, you can easily import them into each presentation that you want the add-on displayed. The placeholder video, poster frame, button title, and add-on description are already done. You only need to do the following steps on each presentation once the product catalog is created:

  1. Edit the Presentation of the one you want to update, click Add Video at the top, and select all the add-ons you want at once from the product catalog project.

  2. Ensure the button order is to your liking, then click the money icon in the top-right of the presentation editor to quickly jump to the Dynamic Video Sales settings.

  3. Click 'Select Add-ons', then click on the add-on buttons in the presentation menu on the right.

  4. Click 'Done', update the prices, and add any preview videos you may have (preview videos are optional).

  5. Publish the presentation. You're all set!

Using Presentation Templates

Before creating a new presentation for a project, you can significantly speed up the process by making a copy of an existing presentation. This will copy all the design settings as well as the add-ons. You then just need to go through the newly created presentation and update the background images and referenced videos using "Change Video" in the button's settings.

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