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How to Create, Edit, and Manage Presets on Dubb

Create, edit, and manage video presets on Dubb.

Darius avatar
Written by Darius
Updated over 2 weeks ago

How to Access and Create a Preset

  1. Navigate to Presets

    • Go to your Dubb Dashboard.

    • Click on “Assets” > “Presets.”

  2. Create a New Preset

    • Click the blue plus button at the top-right corner.

    • Name your preset (e.g., “Real Estate - Buyers” or “Tech Recruiters”).

  3. Set Ownership & Sharing

    • Choose who can access this preset (just you or your team).

    • Assign a description (optional).

    • Decide if you want to make this the default preset (applies to all new videos unless changed).


Customizing the Preset Layout

1. Branding

  • Upload your logo to replace the Dubb logo.


  • Choose your background image (1280x720) or select from Dubb’s stock image library.


2. Color Customization

  • Select the video player color, CTA button color, text color, header background, and tile colors.

3. Video Description

  • Optional: Add a description that will appear below your video.

    • Note: If your video already has a description, this one won’t override it.

4. Layout Options

  • Choose centered or left-justified layout.


Adding Interactive Elements

1. Call-to-Action (CTA) Buttons

  • Add multiple CTAs using the dropdown or search field.

  • Options include:

    • Book a calendar meeting

    • Visit a link

    • Call/text (mobile only)

    • Download a document

    • Fill out a form

  • You can reorder, edit, or delete CTAs with drag-and-drop functionality.

2. Playlists

  • Add supplementary videos (e.g., testimonials, feature walkthroughs).

  • These play immediately after the main video.

  • You can add, delete, and reorder videos to shape the viewer’s journey.

3. SIA (Sales Interactive Assistant)

  • Activate SIA to provide live AI-powered support.

  • Train SIA using:

    • Website links

    • PDF documents

    • FAQ buttons

  • SIA can answer prospect questions right on the video page.


Additional Settings

  • Privacy Settings: Public, Private, or Team Only.

  • Tagging: Assign relevant tags to organize presets.

  • Video Options: Toggle controls for downloadability, hiding playlist, hiding time bar, autoplay, and more.


Editing or Managing a Preset

To edit a preset:

  • Click the pencil icon next to the preset name.

To clone a preset:

  • Click the duplicate icon to make a copy and customize it.

To delete a preset:

  • Click the trash can icon (be cautious—this action is permanent).

To set a default preset:

  • Click the radio button under the "Default" column.

  • This preset will now be applied to all new videos by default.


Applying a Preset to a Video

You can apply or change the preset of a video at any time:

  1. Go to the video edit page.

  2. Use the preset dropdown near the top.

  3. Select a different preset.

  4. The video landing page will refresh to reflect the new design and layout.

This flexibility allows you to dynamically match the video experience to different audience segments or campaigns.


Here's a quick video:



Ready to Go Further with Dubb?

If you're on a free or basic plan, upgrading gives you access to:

  • Full video tracking analytics

  • Advanced automation features

  • Unlimited custom CTAs

  • Priority support and expert training

Level up your outreach today.


If you need more personalized help, Dubb's support and training teams are ready to assist you every step of the way. Keep creating, sharing, and succeeding!

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