How to create and use templates

Explore Vidyard’s templates to help you record great videos

To help you start creating effective videos, we've introduced templates to guide you through your next recording. Use templates to get inspired, record more confidently, and explore different ways that you can use video to communicate with customers, prospects, and colleagues.

In this article, you'll learn the basics including the different types of templates, where to find them, and how to create your own (applies to Vidyard Business plans).

What are templates?

Templates are reusable blueprints to inspire and guide you to create great videos. Each template includes helpful tips for recording, an example video, and sample Speaker Notes to show you how to record and deliver effective videos.

In Vidyard, you'll find templates for different types of videos, audiences, use cases, and stages of the sales cycle.

There are two (2) types of templates — pre-made templates and custom templates.

• Pre-made templates are created by Vidyard and industry partners to help you get started and inspire you to create great videos
• Custom templates are templates that you create to save and reuse common types of videos that you record, and share best practices with your team(s)— Applies to Business plans (Essentials, Growth, Enterprise)

Where to find templates

You can find templates in 2 locations.

• The Templates Library in your Vidyard account (select Templates from the main menu)
• The Templates Hub (on vidyard.com) includes dozens of pre-made templates from Vidyard and industry professionals in Sales, Marketing, and Support to help get started and create great videos

Select any template to apply it to your next video, or to use as inspiration to get started. ✨

Use a template to record

Once you've found a Template that you like, use it to help record your next video.

1. Sign in to your Vidyard account
2. Select Templates ▶️ from the main menu
3. Hover over a template, then select Use
   • If you choose to Preview or Edit a template first, you can then select Use Template from the top-right of the preview page

When you select Use, the Vidyard browser extension launches automatically and applies the Speaker Notes from the template to your recording. Review and edit the Speaker Notes to make them your own before you start recording your video.

If recording your screen, use the expand/collapse button to make your Speaker Notes bigger or smaller.

Create your own template

You can create custom templates to replicate common types of videos and save time when you record. You can also use custom templates to share successful videos and best practices with your team members.

As you continue to use video and learn more about what works well, you can update a custom template to refine your process and messaging.

Templates that you create appear under Custom Templates > Personal in your templates library.

1. Select Templates ▶️ from the main menu
2. Click on + Create a template in the top-right corner of the page
3. Give your template a Title, add an Example Video, and Speaker Notes
   • Any changes you make are saved to the template automatically

When finished, you can use the template in your videos and share it with other users in the same Vidyard workspace.

The following table outlines each aspect of a template that you can customize.

Duplicate a template

Like someone else's template, but want to make it your own? You can duplicate any Vidyard-created templates or templates that others have shared with you, then make your own changes.

Duplicated templates appear under your personal templates (Custom Templates > Personal) in the Template Library with the name "Duplicate of [template name]".

1. Select Templates ▶️ from the main menu
2. Hover over a template, then open the menu (3 dots) in the top-right corner of the thumbnail
3. Select Duplicate to create a copy
   • If you're a Viewer on a shared template, instead select Duplicate to Personal Templates

Edit or delete a template

You can edit existing templates that you own, as well as any shared templates where you've been made an Editor.

Any changes made to a template are saved automatically and appear to anyone else who has access to the template.

1. Select Templates ▶️ from the main menu
2. Hover over a template, then select Edit
3. Make any changes to the template, as needed

If you need to delete a template that you own, hover over the template in your library and open the menu (3 dots) in the top-right corner. Select Delete, then confirm your choice.

Deletion is permanent and cannot be reversed.

Change or remove an in-use template

You can change an in-use template at any time by selecting a new template from your library in Vidyard. When you select Use on a different template, it replaces the current Speaker Notes in your browser extension.

You can also remove an existing template from your Speaker Notes:

1. Open the Vidyard browser extension
2. Select the X button next to the template tag in your Speaker Notes
   • In Camera mode, Speaker Notes are automatically open
   • In Screen mode, select Speaker Notes on your recording controls if they are not already open

You can then select Explore Templates to find a different template, or write your own notes before recording.

Frequently asked questions

Can I see a history of changes made to my template?

No – at the moment you cannot see the editing history of your template. Moreover, you cannot revert back to a prior version of the template once changes have been made.

Can more than 1 person edit a template?

In Vidyard Business Accounts (Essentials, Growth, or Enterprise), anyone who you've shared the template with as an Editor role can edit the template.

Be aware that more than 1 person may attempt to make changes to a template at the same time. This may mean that changes made by one person do not save.