If you are using the File Upload method to personalize your video, this article will provide you with an overview of the entire process, beginning with setting up the data library and ending with generating links to your video.
Each step in the process provides a short description of what you need to do, and includes links to the relevant Help Center articles. The linked articles provide detailed guidelines that you will want to refer to when performing the actions in each step.
Step 1: Create Data Fields in the SundaySky Data Library
Based on how you want to personalize your video, you'll need to create the required data fields. SundaySky supports two methods of personalization: Using a Personalization Token and Audience Messaging.
- When using a personalization token, you need to create data fields only.
- For audience messaging, you need to create data fields together with their respective values.
You can create the data fields in the data library using two methods:
- Create the data fields directly in the data library. See Managing the SundaySky Data Library to learn how.
- Enter the data fields and values in a spreadsheet and then upload the spreadsheet to the data library. This is recommended when you have a long list of data fields and values. See Creating Data Fields in Bulk to learn how to prepare the spreadsheet and how to upload it to the data library.
Warning:
The only file that should be uploaded to the data library is a file that contains the data fields and values needed for configuring your content (step 2). The file you upload in this step is not used for real-time video personalization. In step 5, you will upload the file containing your company data, used to generate the personalized videos.
Step 2: Configure the Content in the Video
Once you've completed step 1 and set up the data library, you're ready to create your video and personalize the scenes according to the data fields in your data library.
The following articles provide step-by-step guidelines for configuring both types of personalization—with a personalization token and by audience—according to the content type:
Configuring Text with a Personalization Token
Configuring Text According to Audience
Configuring a Voice-over with a Personalization Token
Configuring a Voice-over According to Audience
Configuring Media According to Data Stream
Configuring Media According to Audience
Configuring a Button
Skipping a Scene
Step 3: Set up the Data Connector
In this step, you will connect the SundaySky Video Platform to the source data that you hold in your company. You will be mapping the data fields you created to the actual fields in your records, so that the data needed for personalization is pulled correctly. If the data connector is not set up, personalization cannot occur.
See Setting up Data Integration for a Video to learn how to define this connection.
Step 4: Publish the Video
After you've completed creating your video and are happy with the result, you are ready to publish the video. You need to publish your video before you can generate the video links.
See Introduction to Publishing to learn how to publish the video.
Step 5: Generate the Video Links
In the last step of the process, the links to the video are generated. To generate the links, you'll upload a CSV file that contains your source (company) records. This is the file that is used for personalizing the videos. The source data in the file is merged with the video you created, resulting in a personalized video for each viewer.
The actions in this step depend on whether you use the landing page builder to play the video or not:
| 1. |
On the video page—in the Landing Page section—click the link icon and then select Generate page links (CSV). |
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| 2. | Upload your data file using either of the following options: a. Drag and drop the file to the area bordered by the dotted lines. b. Click Browse and then locate and upload the file from your local or cloud storage. Note: |
See Generating the Video Links to learn more. |
| 1. |
At the top of the video page, click the three-dot menu and then select Generate video links. |
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| 2. | Upload your data file using either of the following options: a. Drag and drop the file to the area bordered by the dotted lines. b. Click Browse and then locate and upload the file from your local or cloud storage. Note: |
See Data Connector: File Upload to learn more. |
The methods described above are used when generating links for the first time and for all subsequent uploads when you need to add or update source data.
It is important to note that each video link is generated with a "sticky" ID, unique to each viewer. Because of this, it is not necessary to resend links after you update the video content or update the viewer's data.
After any update, viewers only need to refresh the original link they received in order to see the updated content.
