File Upload (CSV)—Quick Reference Guide

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.
Click to see where the data fields are created in the data library



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. 

Click to see an example of a completed data integration


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 Publishing a Video to learn how to publish the video.

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 SundaySky landing page to play the video or not.

If you are using the SundaySky landing page, see Generating Video Links for a SundaySky Landing Page.
If you are not using the SundaySky landing page, see Generating Video Links for a Non-SundaySky Landing Page.

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.

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