Knowledge Base

How To Prepare Your CSV File For Creating Personalized Videos With The Campaign Tool

With Pirsonal, in addition to being able to create personalized videos with our integrations and our API for developers, you can also create personalized videos using a CSV. Pirsonal’s Campaign tool is a simple option to create personalized videos by batch. It combines the simplicity of a CSV with all the possibilities of personalization of multimedia content that Pirsonal offers.
If you can insert data into a spreadsheet, you can also create batch personalized videos fully automatically in a few easy steps.
In this article, you will learn the steps you need to follow to set up a CSV in order to create personalized videos, personalized landing pages, and personalized calls to action automatically and easily.

Things you should know before you start

  1. The Campaign tool is available on all plans.
  2. Download this sample XLS.
  3. You will need to have a personalized video template ready.
  4. We also recommend using Pirsonal Pages, so it is better to have the links for the graphic elements that you can personalize for each person.
  5. For now, we limit the number of rows in the spreadsheet to 100 rows. So, if you want to create personalized videos for larger batches, you will have to do it little by little, using our integrations (for example, with Google Sheets) or our API for developers.
  6. Remember that once the rendering of personalized cloud videos starts, the process cannot be stopped.

What elements can I personalize through a CSV to create personalized videos?

From dynamic images, texts, videos, or audio, all elements can be personalized. Likewise, you can personalize for each person the different elements of Pirsonal Pages, the landing page automatically created by our platform. In the same way, you can personalize the different interactions of Pirsonal Player, the player for personalized videos. The latter is really exciting because you can choose exactly when you want a call to action to appear, or when you want it to disappear, or even if the video should be paused when the user is watching the action call or if it should follow reproducing.
Below you will see a list of all the elements that you can personalize through a CSV:
  • Texts.
  • Images.
  • Videos.
  • Audios.
  • Pirsonal Page (landing page for the video)
    • Logo.
    • Hero Banner.
    • Title text.
    • Description text.
  • Pirsonal Player
    • Calls to action:
      • Standard CTA.
      • personalized HTLM.
      • Secure Code.
      • In-video form (coming soon).
    • Interactions:
      • Decide when the call to action should appear:
        • At the beginning of the video.
        • At the end of the video.
        • From one point to another point on the timeline.
        • When the user pauses the video.
        • When the user requests to see the call to action
      • Decide if the user can close the call to action.
      • Decide the personalized video should continue playing or not when the call to action appears.
    • In the case of the extra security option, Secure Code, which asks the user to enter a specific password to view the video, you can personalizedize the following elements:
      • Modal title.
      • Description of the modal.
      • Field name where the password will be entered.
      • Placeholder, help text.
      • Button, button text.
    • Metadata:
      • Email (we validate automatically, so if an email is not configured correctly, the personalized video for that person will not be generated and you will probably see an error notification.
      • First name.
      • Second name.
      • Data (a field for you to freely add any information you consider).
      • Keywords (can be several keywords, separated by commas).

How should you configure the CSV correctly?

It is very important that you pay attention to the correct configuration of the CSV document. The easiest way to start with the configuration of this document is to do it first in a spreadsheet (Excel, Google Sheets, Open Office, among other options). Once you have configured it, you must download the document as a CSV, and then upload it to the Pirsonal platform through the Campaign section.
As you know, spreadsheets are organized by columns, so you should organize the information by columns. Each column will correspond to a specific field of information that will appear in the personalized videos or in any of the other multimedia content that Pirsonal automatically creates to help you save time and money, as well as to help you improve your conversions.
For the correct operation of our tool, these columns must be configured as follows:
Setting dynamic fields printed on personalized videos:

Dynamic Fields Ids And Types

The first column will be called “Dynamic Fields Ids And Types” (without quotes). This column is necessary to indicate to our tool which fields within the video will be dynamic and to what type of object each dynamic object corresponds.
Let’s look at this in more detail. There are four types of objects that can be personalized through our tool to create personalized videos from a CSV:
  • text
  • image
  • video
  • Audio
Each type of object can have an associated dynamic object. To do this, you must follow the following formula: object_ID-object_type; that is, the identifier of the object, followed by the type of object, separated by a hyphen. Now, let’s see it with an example: If the personalized video template has a text field called “client_name_01”, we should indicate it in the following way: client_name_01-text. If the same template also had another dynamic field, in this case an image object, you must structure the information in the same way, separating the two dynamic fields with a comma. The result would be the following: client_name_01-text, logo_01-image.
Therefore, in the “Dynamic Fields Ids And Types” field, you must indicate all the dynamic objects that will appear in the video.

Columns for dynamic fields

Then you must add a column for each dynamic field that should appear in each personalized video. Continuing with the previous example, in this case we would have two columns with dynamic fields that will appear in the personalized video:
  • client_name_01
  • logo_01
If the dynamic field is a text type object, you simply have to enter the text in question. If you want to force line break or create paragraphs, use “\\ n” (without quotes) between the text you want to divide. For example:
Hello \\ n
John doe
For video, image, and audio object types, if they are dynamic, you will need to insert a URL from which our personalized multimedia marketing engine will automatically download content. In the previous example, the logo_01 field would be filled with the following URL: https://upload.wikimedia.org/wikipedia/commons/thumb/0/00/Apollo_program.svg/170px-Apollo_program.svg.png.

Setting up Pirsonal Pages

Below you’ll find a description of the fields that you can personalize for each personalized video or person to create dynamic landing pages. This landing page is responsive, so it adapts to various mobile and desktop devices automatically.

Landing Page Title

This column should be called “Landing Page Title” (without quotes) in the column header of the spreadsheet. This field corresponds to the video title, which is below the personalized video. It has a limitation of up to 100 bytes. One of the benefits of using spreadsheets is that you can easily concatenate texts to create personalized titles.
This field will also be the title of the landing page, visible in the browser, as well as the title exposed when sharing the content on platforms such as Facebook, Twitter or WhatsApp.

Landing Page Description

This column should be called “Landing Page Description” (without quotes) in the column headings of the spreadsheet. This field corresponds to the description of the video, which is located under the title of the personalized video. It has a limitation of up to 5000 bytes. One of the benefits of using spreadsheets is that you can easily concatenate texts to create personalized titles.

Landing Page Logo URL

This column should be called “Landing Page Logo URL” (without quotes) in the column header of the spreadsheet. In this field, you can add the logo you want to appear on each landing page, for which you must use a URL. The supported image file extensions are JPG, PNG, and GIF.

Landing Page Banner URL

This column should be called “Landing Page Banner URL” (without quotes) in the column header of the spreadsheet. In this field, you can add the parallax hero image that you want to appear on each landing page, for which you must use a URL. The supported image file extensions are JPG, PNG, and GIF.

Landing Page Embed Iframe

This column should be named “Landing Page Embed Iframe” (without quotes) in the column header of the spreadsheet. This field allows you to add external content on each landing page, in iframe format. For this, you must provide a URL. If this field is used, the layout of the landing page automatically changes to visually adapt.
Setting up calls to action in Pirsonal Player personalized video player
Creating personalized calls to action is one of the most effective ways to bring users to a point of marketing conversion. That is why Pirsonal Player offers a lot of flexibility so that you can create the call to action that best suits each individual.
Of the different types of Pirsonal Player personalized calls to action, we only support the following through the Campaign tool:
  • Text
  • personalized HTML
  • Secure code
Calls to action “text” and “personalized HTML” are not compatible with each other, so you can only use one or the other in a personalized video. However, both calls to action are compatible with “Secure Code”, which protects personalized videos with a password to offer greater security.
Next, we will see how to configure different fields of personalized calls to action.

CTA Type

First, configure what type of call to action you want for each personalized video. You can do this with “CTA Type” (without quotes “as the column name for this header field. Options below this heading are” text “or” HTML “(without quotes).
If you choose the “text” option, you must configure the following fields:
  • CTA Body Text: The “CTA Body Text” field (without quotes) is for you to put the main title of the call to action.
  • CTA Button Text: The “CTA Button Text” field (without quotes) is for you to define the text visible to the user on the call-to-action button.
  • CTA Button URL: The “CTA Button URL” field (without quotes) is to specify the URL behind the button. You can a URL to a file, a web page, a phone number or an email.
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