In this article:
Introduction to the Data Library
Dynamic Messaging Types
Creating the Data Library
Uploading the Data Library

Introduction to the Data Library

Once you have decided on how you want to personalize your video, you're ready to set up the data library.

A data library is a collection of data elements that are used to personalize content. It helps to think of a data element as the entity by which you want to create personalization. If, for instance, you want to display the viewer's first name in a scene, you'll need to create a data element for the viewer's first name.

The data elements that you create need to represent actual data that exists in your company records. If you create a data element for the viewer's first name, the first name of your viewer needs to exist in your company records.

The diagram below shows the major phases of data personalization:

1.

You have data in your company that you would like to use for personalization. In the diagram example, you would like to include the viewer's first name in the video.

2.

You create data elements for the actual data that you hold. The collection of data elements (data library) is uploaded to your SundaySky program, where you can configure content with them.

3.

You use the data element to personalize a scene.

 

Data_flow_diagram_new_size.png


Dynamic Messaging Types

Inside the Editor, you can configure two types of dynamic messaging—1:1 Personalization and Audience Messaging—using the data elements that you created.
Following you will find detailed descriptions of each type.

1:1 Personalization
How is it Used?
Data from the data record is inserted into the video.
Example of Use:
Hi {first name}!
Important Note:
If you are using the data element in a voice-over narration, all the predefined values need to be entered into the data library.
For example: if the sentence Thank you for purchasing the {plan name} plan will be narrated, you will need to include all the plan names in the data library.
Audience Messaging
How is it Used?
The video is personalized for a specific audience according to a predefined value that exists in the data record.
Example of Use:
The on-screen text displayed to the viewer is based on the age group of the viewer.
In this example, the data element is Age Group and the predefined values are Gen Y, Gen Z, and Baby Boomer.
Important Note:
When creating a data element that will be used for audience messaging, predefined values must always be entered in the data library.

Creating the Data Library

1.

Access the program that you want to connect data to.

2.

Select Data in the toolbar.

Select_data.png

3.

Click Download CSV Template.

click_download_csv_template.png

4.

Open the data library template on your desktop.
As you work, make sure to save the file in CSV UTF-8 (Comma delimited) format.

New_template.png

5.

Define the data elements that you want to use in your video. Following you will find specific guidelines for creating data elements, according to how you will use them in your dynamic messaging.
▶ Before beginning, we recommend that you read Dynamic Messaging Types.

1:1 Personalization without Voice-over Narration
1.

In the column header, enter the name of the data element.
▶ Remember that the name of the data element that you define needs to exactly match the name of the data element in your company data.
▶ In the example below, the name of the data element is First Name.

First_data_element-header.png

2.

Delete all the placeholder values beneath the column header.

First_data_element-header_no_values.png

 

1:1 Personalization with Voice-over Narration
1.

In the column header, enter the name of the data element.
▶ Remember that the name of the data element that you define needs to exactly match the name of the data element in your company data.
▶ In the example below, the name of the data element is Department Name.

Second_data_element-header.png

2.

Beneath the data element that you just defined, enter all the predefined values that this data element can have. These predefined values need to exactly match the values in your company data.
▶ In the example below, the predefined values are Product, R&D, Support, Finance, Human Resources, and Training.

Second_data_element-predefined_values.png

 

3.

Delete all the placeholder values (beneath the predefined values) that you do not need.

Second_data_element-no_values.png

Audience Messaging
1.

In the column header, enter the name of the data element.
▶ Remember that the name of the data element that you define needs to exactly match the name of the data element in your company data.
▶ In the example below, the name of the data element is Age Group.

Third_data_element-header.png

2.

Beneath the data element that you just defined, enter all the predefined values that this data element can have. These predefined values need to exactly match the values in your company data.
▶ In the example below, the predefined values are Gen X, Gen Y, Gen Z, and Baby Boomer.

Third_data_element-predefined_values.png

3.

Delete all the placeholder values (beneath the predefined values) that you do not need.

Third_data_element-no_values.png
6.

After defining all the data elements for your video, delete all the placeholder text in the file that you do not need.
▶ Be careful not to delete the id column (A) as this column is mandatory.

Unnecessary_columns_removed.png

7.

Save the file in CSV UTF-8 (Comma delimited) format.

8.

Continue to Uploading the Data Library.


Uploading the Data Library

1.

Select Data in the toolbar.

Select_data.png

2.

Click Upload CSV.

Upload_CSV.png

3.

Upload your CSV file using either of the following options:
a. Drag and drop the file to the area bordered by the dotted lines.
b. Click Upload From Computer and then locate and upload the file from your local or cloud storage.

Upload_window.png

After the file has uploaded successfully, the following confirmation message is displayed, indicating how many data elements have been created:

upload_success_message.png

The data library you created is now connected to your program. If a data element includes predefined values, they are displayed when you select the relevant data element.
▶ In the example below, selecting Department Name displays the predefined values on the right side of the page.

Data_library_ready.png

4.

Click Done to close the data library.

Click_done.png

You are now ready to begin personalizing your video.
In the example below, the data element Department Name (as defined in the data library with predefined values) is ready to be used for audience messaging.

Data_element_example.png

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