> ## Documentation Index
> Fetch the complete documentation index at: https://help.sendspark.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add and Save Templates in Dynamic Campaigns

> Learn how to add and save templates in dynamic video campaigns. Streamline your workflow with reusable configurations and merge tags.

Templates let you save reusable dynamic-video campaign configurations — subject line, message, call-to-action, and merge tags — so you don't rebuild them each time. Create one from the Templates menu, save one while building a campaign with **Save as Template**, or apply a saved template during campaign setup. You must complete all call-to-action fields before a template can be saved.

## Key takeaways

* Create templates three ways: from the **Templates** menu, while building a campaign (**Save as Template**), or by applying an existing one during campaign setup.
* Templates store commonly used configurations and merge tags (like ####\{\{first\_name}}) so you can reuse them across campaigns.
* You must complete all call-to-action fields — button text and redirect URL — before you can save a template.
* Manage your templates (view, edit, delete, or create new) in the **Templates** section of your main menu.

<iframe src="https://www.youtube.com/embed/X-2OsgEhtKU?rel=0" allow="autoplay; fullscreen; picture-in-picture; encrypted-media" allowFullScreen />

This guide will show you how to create, save, and manage templates for your dynamic video campaigns in Sendspark. Templates help you save time by storing commonly used configurations that you can reuse across multiple campaigns.

## Creating Templates from the Templates Menu

The quickest way to create a new template is directly from your templates dashboard:

1. Navigate to your main menu and select **Templates**
2. Click to create a new template
3. Fill in your template information, including any merge tags you want to use
4. Click **Save** when you're finished
5. Your new template will appear in your templates list

**Tip:** When adding content to your template, you'll have the option to insert merge tags like ####\{\{first\_name}} to personalize your videos.

## Using Existing Templates in Dynamic Video Campaigns

When creating a new dynamic video campaign, you can apply any of your saved templates:

1. Start creating a new dynamic video campaign
2. Select your video and proceed to the campaign setup step
3. Look for the template selector option
4. Browse through all your available templates and select the one you want to use

## Saving Templates from Within a Campaign

You can also create templates while building a campaign:

1. While setting up your dynamic video campaign, fill in all your content fields (subject line, message, call-to-action, etc.)
2. Look for the **Save as Template** option
3. Give your template a descriptive name
4. Click save to store the template

## Important Requirements for Saving Templates

**Note:** You must complete all call-to-action fields before you can save a template. This includes:

* Button text
* Redirect URL (e.g., sendspark.com/pricing)

If any required fields are incomplete, you'll see the message "Complete call to action fields before saving" and won't be able to save your template until all fields are filled in properly.

## Managing Your Templates

All your saved templates will appear in the Templates section of your main menu, where you can:

* View all existing templates
* Edit template content
* Delete templates you no longer need
* Create new templates from scratch

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="What's the quickest way to create a template?">
    Directly from your templates dashboard: go to your main menu, select **Templates**, click to create a new template, fill in your information (including any merge tags), and click **Save**.
  </Accordion>

  <Accordion title="Can I save a template while building a campaign?">
    Yes. While setting up your dynamic video campaign, fill in your content fields (subject line, message, call-to-action, etc.), use the **Save as Template** option, give it a descriptive name, and click save.
  </Accordion>

  <Accordion title="Why can't I save my template?">
    You must complete all call-to-action fields first — button text and redirect URL (e.g., sendspark.com/pricing). If any are incomplete you'll see "Complete call to action fields before saving" and can't save until they're filled in.
  </Accordion>

  <Accordion title="How do I use a saved template in a new campaign?">
    Start creating a new dynamic video campaign, select your video and proceed to the campaign setup step, then use the template selector to browse your saved templates and pick the one you want.
  </Accordion>

  <Accordion title="Can I add merge tags to a template?">
    Yes. When adding content to your template you can insert merge tags like ####\{\{first\_name}} to personalize your videos.
  </Accordion>
</AccordionGroup>

## Related articles

* [How to Create a Dynamic Video Campaign](/how-to-create-a-dynamic-video-campaign)
* [Use Merge Tags to Personalize Videos at Scale](/use-merge-tags-to-personalize-videos-at-scale)
* [How to Use Templates](/how-to-use-templates)
* [Getting Started Guide: Dynamic Videos](/getting-started-guide-dynamic-videos)

*Updated July 2026.*