You may personalize the content of your Spotlightr videos using information you already have about your viewer or information gathered.

Use cases are infinite but few examples we foresee being most utilized are:

A new menu button has been added next to any field in Spotlightr that can be personalized. Here's what it looks like:

Opening it will bring up a list of predefined keys (like a variable):

You also have an option to create custom keys:

Each provided key can also have a specified fallback value in case the key value is not provided for any reason. For example, if your are trying to add the person's first name to an overlay and the name cannot be retrieved for some reason, the fallback value will replace the name.
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But how do we get this data to replace the keys? There are two supported methods for providing the customer data.

Storing customer and lead data in one centralized resource is a common practice today in marketing. This is why we are enabling you to connect your CRM or Autoresponder and leverage connected data it in Spotlightr.

Step 1: Set-up an integration

First you have to set up the integration to your CRM. Supported personalization integration providers are:

Step 2: Add that integration to your video for personalized data

Inside of the video you will personalize, browse to the Settings tab >> Advanced Options >> Personalized Data:

Once you click on that you will choose the integration you wan to use. In this example we are using our integration with Intercom:

Once you select your integration you can provide a sample email with which to fetch the integration keys with.  Please note this is an email that should be an email that is in the system you chose. Do NOT use any random email. The point of this is to test the integration to ensure that data can be fetched for that contact's email address.  

After you enter the email, click on "Test Integration" and it should return a confirmation that a response was received:

You can then click on Click To See Response to see the data that it returns:

Don't forget to click Save after this is done:

Step 3: Personalize your video

Now we can add the personalization. In this example we are going to add an overlay and use the Notebox template to welcome the student back to the lesson.

The personalization will be added in the content section of the overlay. If the student's name is Tim, we want the overlay to say "Hi Tim, welcome back! Let's start your next lesson."

We'll select the name key here:

We'll use 'there' as the fallback if the name isn't found:

Here's how that looks:

Then save the overlay and the set-up there is done.

Step 4: Connect the viewer's contact info to the video

OK so now that it's set up, we need a way for Spotlightr to know that Tim is actually the one watching the video.

All you would need to do is provide their email to the URL of the page that the video is on.  When you do that, it will pick up all the data for that particular contact for your personalization keys.  

The parameter for identifying a contact is always going to be:

For example, if viewing the video on your watch page the link you share is this:

https://spotlightrteam.cdn.spotlightr.com/watch/MTMyOTUyNw==?personalized=bill@spotlightr.com

If you can pass along data captured in a previous step of your marketing funnel to the next step, or if you can send someone a link with a custom parameter in the URL, then you can personalize the viewers experience.

Here is a simple example...you can send someone this URL: 

https://spotlightrteam.cdn.spotlightr.com/watch/MTMyOTUyNw==?personName=Jimmy&personalized=true

Notice the on the URL we are including the personName key. You can use any of the provided keys in the feature or any custom key as well. You always need to add personalized=true to the URL any time you are using this method.