Key takeaways
- Customize three elements in the Sendspark editor before sharing: the header, the message, and the call to action.
- Enable Close from the Share Video menu; if it’s not listed, click Edit/Add, search “Close”, and save changes.
- Personalize the video banner with any merge tag that Close supports, and always add a space after each merge tag so text doesn’t run together.
- Paste the copied Close code into a Close email template (Settings → Template → New Template), then send it to contacts. Test by emailing yourself first.
Prerequisites
- A Sendspark account with videos in your library
- A Close account with access to email templates and contacts
- Basic understanding of merge tags (optional - we’ll link to additional resources)
Step 1: Access Your Video Editor
- Navigate to your Sendspark video library
- Click on any video you want to personalize
- This will open the edit section where you can customize your video
Step 2: Customize Your Video
In the edit section, you can customize three key elements:- Header: The title that appears above your video
- Message: Personal text that accompanies your video
- Call to Action: The button or link you want viewers to click
Step 3: Set Up Close Integration
- Click Share Video
- Look for the Close option in the sharing menu
- If you don’t see Close listed:
- Click Edit or Add
- Type “Close” in the search field
- You should see a checkmark appear next to Close
- Click Save Changes
- The Close option will now appear in your sharing menu
Step 4: Customize Your Video Banner
- Click Customize to access banner settings
- Add merge tags to personalize the banner for each recipient
- You can use any merge tag that Close supports
Step 5: Copy Your Video Code
- Select the Close integration option
- Click to copy the Close code
- Keep this code ready for the next step
Step 6: Create an Email Template in Close
- In your Close account, navigate to Settings
- Select Template option
- Click New Template
- Paste your copied Sendspark code using Ctrl+V (or Cmd+V on Mac)
- Add your subject line and template name
- Save your template
Step 7: Send Your Personalized Video
- Go to Contacts in Close
- Select the contact you want to email
- Click Email
- Choose Template and select the template you just created
- Send the email
Step 8: Verify Your Email
Once sent, check how your email appears to recipients:- The personalized banner should display correctly
- Merge tags should be replaced with actual contact information
- The video should be embedded and clickable
Important Tips
Tip: Always include a space after merge tags in your customization fields. Without proper spacing, merge tags and surrounding text will run together, creating a poor user experience. Tip: Test your email template by sending it to yourself first to ensure all merge tags are working correctly and the formatting looks professional.Video Tutorial
Frequently asked questions
What do I need before I start?
What do I need before I start?
A Sendspark account with videos in your library, a Close account with access to email templates and contacts, and a basic understanding of merge tags (optional — resources are linked in the guide).
How do I create the email template in Close?
How do I create the email template in Close?
In Close, go to Settings, select Template, and click New Template. Paste your copied Sendspark code with Ctrl+V (or Cmd+V on Mac), add a subject line and template name, then save. Templates make it easy to reuse across multiple campaigns.
How do I check my email looks right before sending?
How do I check my email looks right before sending?
Send the template to yourself first. Confirm the personalized banner displays correctly, merge tags are replaced with actual contact information, and the video is embedded and clickable.
Related articles
- Close — Send Dynamic Videos
- Instant Integration: Close CRM
- Use Merge Tags to Personalize Videos at Scale
- How Merge Tag Fallbacks Work