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 element 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 Elements in the SundaySky Data Element Library

Based on how you want to personalize your video, you'll need to create the required data elements. SundaySky supports two methods of personalization: 1:1 Personalization and Audience Messaging.

  • For 1:1 Personalization, you need to create data elements only.
  • For Audience Messaging, you need to create data elements together with their respective values.

You can create the data elements in the data module using two methods:

Click to see where the data elements are created in the data module

Data_module.png

Warning:

The only file that should be uploaded to the data module is a file that contains the data elements 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 element library, you're ready to create your video and personalize the scenes according to the data elements in your data library.

The following articles provide step-by-step guidelines for configuring both types of personalization—1:1 Personalization and Message by Audience—according to the content type:


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 elements you created (also known as video fields) 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 Your Video to learn how to define this connection. 

Click to see an example of a completed data integration

Manage_data_integration.png


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:

Using the Landing Page Builder Not Using the Landing Page Builder
1.

On the video page—in the Landing Page section—click the link icon and then select Generate page links (CSV).

  LPB_generate_page_links.png

 

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 Preparing the Data File for guidelines on how to prepare the CSV file with the source data. If you would like to use a template for this file, click Your customized CSV Template in the Generate video links window (see below).

  LPB_upload_file.png

See Generating the Video Links 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.

Was this article helpful?
0 out of 0 found this helpful

Still Have Questions?

SundaySky Support is here for you

contact support