Configuring Content Using Message by Audience


Background

The content in your video can be personalized according to the audience watching the video. This content includes on-screen text, voice-over, media assets, and buttons. This personalization, known as Message by Audience, is implemented using data that is passed to SundaySky for each viewer.

Here are examples for how Message by Audience can be used:

  • The text displayed in a scene is customized according to the credit card that the viewer holds. In this case, the viewer's card type (gold, silver, or platinum) determines the message that is displayed.

  • The image displayed in a scene is based on the viewer's geographic location. In this case, the location (United States, Europe, EMEA) determines the image that is displayed.

  • The behavior of a button is based on whether the viewer has already signed up to the platform or is a potential customer. In this case, the customer status (signed up or not signed up) determines the text on the button and the URL to which the viewer is directed.

If this is the first time that you are implementing audience messaging, we recommend that you familiarize yourself with the personalization workflow by reading Video Personalization—How It Works.

In this article you will find step-by-step instructions for configuring each type of content according to Message by Audience:


Understanding Data Fields and Values

Before you can implement Message by Audience, you need to make sure that the data library that you are using includes the data field and respective values that you need. This can be an existing data library that you just need to select or a new data library that you're creating from scratch.

The data field is the entity by which you want to segment your audience, for example: card type or age group. The values represent different segments of this entity. Below are several examples:

Data Field Values
Card type Gold
Silver
Platinum
Age group Gen X
Gen Y
Gen Z
Boomer
Department Marketing
Finance
HR


Following is an example of how the data field and its values appear in the data library:

Data_library_example.jpg


Text: Message by Audience

1. Make sure that the data library that you are using includes the data field and values that you need for configuring the text. If not, update the data library before continuing.
▶ In the example below, Customer Loyalty Program is one of the data fields in the data library. It has two values: Family and Individual. Each value is a type of customer loyalty program.
  Text_data_library.jpg
2. Select the relevant text placeholder.
  Select_text_placeholder.jpg
3. On the toolbar, click the Edit text icon.
  Click_edit_text.jpg
4. Toggle the switch to Message by audience.
  Text_toggle_mba.jpg
5. Click the down arrow to open the Set message by drop-down list and then select the data field by which you want to segment your viewers.
▶ In the example below, viewers are segmented according to the customer loyalty program to which they belong.
  Text_set_message_by.jpg
6. Click the down arrow to open the Audience drop-down list and then select the relevant value.
▶ In the example below, Family is a type of customer loyalty program to which a viewer can belong.
  Text_audience_selected.jpg
7. Enter the message that you want this audience to see.
  Text_variation1_message.jpg
8. Click + Variation to define a message for another audience.
  Text_plus_variation.jpg
9. Repeat steps 6-7 to select the value and enter the message.
  Text_variation2.jpg
10. (Optional) Add more variations, as required.
11. (Optional) You can also include a personalization token inside your message. See Configuring Text with a Personalization Token (steps 5-6) to learn how.
▶ In the example below, the message displayed to the Individual audience will begin with the viewer's first name.
  Personalization_token.jpg
12. Enter the text (referred to as default text) that you want to display when the following occur:
● A viewer does not belong to any of the audiences that you have defined.
● Data is not available for the personalization token in a variation. Note that when a personalization token is included, the viewer must belong to the specified audience and have data for the required token in order to see the defined message.

In the example below: Rewards for everyday purchases will be displayed in the scene when:
● The viewer does not belong to any audience, neither Family nor Individual.
● The viewer's first name is not included in the record of a person belonging to the Individual audience.
  Default_message.jpg
13. Click anywhere outside the configuration dialog window to close the window.
  An icon is added to the text placeholder and to the scene thumbnail in the line-up to indicate that audience messaging has been added.
  personalization_icon.png

Voice-over: Message by Audience

1. Make sure that the data library that you are using includes the data field and values that you need for configuring the voice-over. If not, update the data library before continuing.
▶ In the example below, Employee Position is one of the data fields in the data library. It has two values: UX Designer and Social Media Manager.
  Data_library_voiceover.jpg
2. Select the relevant voice-over placeholder, located beneath the scene.
  Select_narration_placeholder.jpg
3. On the toolbar, click the Edit Voice-over icon.
  Click_the_edit_voice-over_icon.jpg
4. Toggle the switch to Message by audience.
  Voiceover_message_by_audience.jpg
5. Click the down arrow to open the Set message by drop-down list and then select the data field by which you want to segment your viewers.
▶ In the example below, viewers are segmented according to their position.
  Voiceover_set_message_by.jpg
6. Click the down arrow to open the Audience drop-down list and then select the audience that will hear this voice-over.
▶ In the example below, UX Designer represents all the viewers that hold this position.
  Voiceover_audience_selected.jpg
7. Enter the voice-over script that you want this audience to hear.
  Voiceover_script_1.jpg
8. Click + Variation to add a voice-over for another audience.
  voiceover_plus_variation.jpg
9. Repeat steps 6-7 to select the audience and enter the voice-over script.
  voiceover_variation2.jpg
10. (Optional) Add more variations, as required.
11. (Optional) You can also include a personalization token in the voice-over script. See Configuring a Voice-over with a Personalization Token (steps 5-6) to learn how.
▶ In the example below, the voice-over script for UX designers begins with the employee's first name.
  Personalization_token_voiceover.jpg
12.

Enter the default voice-over script. This is what a viewer will hear when:
● The viewer does not belong to any of the audiences that you have defined.
● Data is not available for the personalization token in a variation. Note that when a personalization token is included, the viewer must belong to the specified audience and have data for the required token in order to hear the defined voice-over.

In the example below: Welcome to your first day! We're so excited... will be narrated in the scene when:
● The viewer is not a UX designer or social media manager.
● The employee's first name is not included in the record of a UX designer.

  Default_voiceover.jpg
13. Click anywhere outside the configuration dialog window to close the window.
  An icon is added to the voice-over placeholder and to the scene thumbnail in the line-up to indicate that audience messaging has been added.
  Voiceover_scene_indication.jpg

Media: Message by Audience

1. Make sure that the data library that you are using includes the data field and values that you need for configuring the media. If not, update the data library before continuing.
▶ In the example below, Plan Name is one of the data fields in the data library. It has two values: Select Care and Essentials. These are names of health plans.
  Data_library_media.jpg
2. Select the relevant media placeholder.
3. On the toolbar, click the Edit media icon.
  Click_edit_media.jpg
4. Toggle the switch to Message by audience.
  Media_message_by_audience.jpg
5. Click the down arrow to open the Set message by drop-down list and then select the data field by which you want to segment your viewers.
▶ In the example below, viewers are segmented according to the name of their health plan.
  Media_set_message_by.jpg
6. Click the down arrow to open the Audience drop-down list and then select the relevant value.
▶ In the example below, Select Care represents all viewers that have a family health plan.
  select_care.png
7. Add the media asset that you want to display for the audience that you selected in the previous step.
▶ Click browse to upload a media asset from your computer or drag and drop a media asset from the media library.
 
Click to see how to drag and drop a media asset

drag_and_drop_asset.gif

  Locate_media.png
  The thumbnail of the media asset is added.
In the example below, the image of the family will be displayed to all viewers who hold a Select Care plan.
  Media_asset_added.png
8. Click + Variation to define a media asset for another audience.
  Media_plus_variation.jpg
9. Repeat steps 6-7 to select the audience and add the media asset.
▶ In the example below, a different media asset is displayed when the viewer has an Essentials health plan (targeted to young couples).
  Variation_2.png
10. (Optional) Add more variations, as required.
11. Using drag and drop, add the media asset that you want to display when the viewer does not belong to any of the audiences that you defined in the previous steps.
▶ This asset is referred to as the default media asset.
  Default_asset.gif
12. Click anywhere outside the configuration dialog window to close the window.
  In the scene, the default media asset is displayed in the placeholder. An icon is added to the placeholder to indicate that personalization has been added.
  Default_media.jpg

Button: Message by Audience

1. Make sure that the data library that you are using includes the data field and values that you need for configuring the button. If not, update the data library before continuing.
▶ In the example below, Age Group is one of the data fields in the data library. It has three values: Boomer, Gen-Z, and Gen-Y.
  Data_library_button.jpg
2. Select the relevant button.
3. On the toolbar, click the Edit icon.
  Click_edit_button.jpg
4. Toggle the switch to Button by audience.
  Button_by_audience.jpg
5. Click the down arrow to open the Set message by drop-down list and then select the data field by which you want to segment your viewers.
▶ In the example below, viewers are segmented according to their age.
  Set_message_by_button.jpg
6. Click the down arrow to open the Audience drop-down list and then select the audience that will see this button.
▶ In the example below, Boomer represents viewers who are 57-75 years old (Baby Boomers).
  Boomer_audience.jpg
7. In the Button text field, enter the text that you want to display on the button for this audience.
  Button_text.jpg
8. In the Destination URL field, type the URL that viewers in this audience will be directed to when they click the button.
Either http:// or https:// must be included in the URL for the link to be valid.
▶ To initiate an email after viewers click the button, type mailto:{Recipient address}
For example: mailto:susan.adams@example.com
To initiate a phone call after viewers click the button, type tel:{phone number in digits only, without spaces}
For example: tel:123456789
  Destination_URL.jpg
9.

(Optional) Define how this button is referred to in the dashboard widgets.

Select Same as button text if you want the button name in the dashboard to be the same as the button text in the scene. This is the default option.

Select Custom if you want to give the button a different name in the dashboard.

  Display_name_in_reports.jpg
10. Click + Variation to define a button for another audience.
  button_plus_variation.jpg
11. Repeat steps 7-9 to configure the button text, URL, and reporting option for the additional audience.
  Button_variation2.jpg
12. (Optional) Add more variations, as required.
13.

Define the button that will be displayed when the the viewer does not belong to any of the audiences that you defined.

In the example below:
A button displaying Unbeatable loans made easy! (linking to https://skybank.com/alloffers) will be included in the scene when the viewer does not belong to either the Boomer or Gen-Z audience.

  Default_button.jpg
14. Click anywhere outside the configuration dialog window to close the window.
  An icon is added to the button placeholder and to the scene thumbnail in the line-up to indicate that audience messaging has been added.
  Personalization_indication.jpg
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