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How do I streamline my Dynamic Video Sales workflow?

Save time with Dynamic Video Sales by using product catalogs and templates to quickly set up and manage add-ons.

Updated over 2 weeks ago

Manually creating and configuring each add-on for every project can be time-consuming. Fortunately, there are two proven workflows that save significant time: creating a Product Catalog and using Presentation Templates.


Creating a Product Catalog

If you are adding add-ons to previously delivered projects, setting up a Product Catalog can greatly reduce repetitive work.

Steps to create a Product Catalog:

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

  2. Upload a placeholder video for each add-on option you plan to offer.

    • A simple example is a 10-second black background with white text:
      “Thank you for your purchase. We are diligently working on your order and will have it ready within 2 weeks.”

    • You can also brand the placeholder with your logo and colors.

  3. For each placeholder video:

    • Set the Title to match the button name it will have in the presentation menu (e.g., “Documentary Edit”).

    • Set the Description to the full add-on description. This appears on the Add-ons screen for viewers.

    • Set the Poster Frame to a reusable image such as your logo.

  4. Repeat for each add-on until your Product Catalog project contains all placeholder videos.

    Example:


Using the Product Catalog

Once your Product Catalog is created, you can quickly add add-ons into any presentation:

  1. Open the Presentation Editor for the project you want to update.

  2. Click Add Video at the top and select the relevant placeholder videos from your Product Catalog project (you can import multiple at once).

  3. Arrange the button order to your liking.

  4. For each placeholder button you want to sell as an add-on:

    • Hover the button → click the settings (gear) icon.

    • Toggle Make this button a paid add-on (this reveals the Dynamic Video Sales tab).

    • In the Dynamic Video Sales tab, configure:

      • Price

      • Currency

      • Add-on Title (can be more descriptive than the button name)

      • Description (sell the value + set delivery expectations if not immediate)

      • Preview Video (optional; autoplays on the Add-ons screen and boosts conversions)

  5. Publish the presentation.

That’s it — all your add-ons are live with consistent titles, descriptions, and poster frames already in place.


Using Presentation Templates

For new projects, you can save even more time by reusing an entire presentation template.

  1. Copy an existing presentation (including its design settings and add-ons).

  2. Update the menu background and replace referenced videos using Change Video in each button’s settings.

👉 Learn how to create and reuse Presentation Templates.


Tip: Combining Product Catalogs and Templates gives you the fastest workflow — placeholder add-ons from your catalog + cloned presentation layouts = minimal setup time.


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