Key takeaways
- Sendspark personalizes a video with three variables: first name, company name, and job title, added to the header, message, and call-to-action.
- Always set fallback text for each variable so the video still reads well when a contact’s field is empty.
- You share the video in Salesforce using two copied links: the Image URL (inserted as a web image) and the Salesforce Video URL (attached to that image as a link).
- The snippet/links must be applied to an actual email, not a template.
Pro tip: The snippet code needs to be applied to an email and not to a template
How to send personalized videos through Salesforce
- In Sendspark, open the video you want to share and go to its edit section. On the left you’ll see the Customize options: the header (title), the message below the video, and the call-to-action button.
- Click into the header, message, or call-to-action and open the personalize dropdown to add a variable. You can choose first name, company name, or job title.
- When you add a variable, a small dialog lets you set fallback text. This is what displays if the contact’s field is empty in Salesforce, so choose fallback text that still reads well (for example, “Hey there” instead of “Hey [first name]”).
- Toggle the call-to-action on so your button appears, then finish setting up the video page.
- In Salesforce, go to Contacts and open the contact you want to email. Make sure the fields are filled in, including the Title field, which maps to Sendspark’s job title variable. Click Send List Email and add a subject line.
- In the email editor, click the image icon and choose Web Image.
- Back in Sendspark, click Share Video. Under the shortcuts, click Edit/Add, find Salesforce, and enable the first two options, the Image URL and the Video URL. Click Save changes so both appear as shortcuts.
- Click the Image URL shortcut to copy it, return to Salesforce, paste it under Enter Image URL, and click Insert.
- Single-click the inserted image so it becomes highlighted, then click the link (chain) icon. Back in Sendspark, copy the Salesforce Video URL, return to Salesforce, clear the link field, paste the URL, and click Save. You can leave the other field empty.
- Send the email. Each recipient sees their personalized version, with variables replaced by their own data (or your fallback text).
Frequently asked questions
Which variables can I personalize?
Which variables can I personalize?
Sendspark offers three variables: first name, company name, and job title. You can add them to the video’s header, message, and call-to-action.
What is fallback text and why does it matter?
What is fallback text and why does it matter?
Fallback text is what displays when a contact’s field is empty in Salesforce. Setting it ensures your video still reads well, for example showing “Hey there” instead of a blank space where the first name would go.
How many links do I copy from Sendspark?
How many links do I copy from Sendspark?
Two: the Image URL, which you insert as a web image, and the Salesforce Video URL, which you attach to that image as a link. Enable both under the Salesforce options in the Share Video shortcuts.
Should I add the code to a template or an email?
Should I add the code to a template or an email?
Apply the links to an actual email, not a template. The Salesforce Title field maps to Sendspark’s job title variable, so fill that in on the contact to take advantage of it.
Related articles
- Salesforce - Send Dynamic Videos
- Salesforce Integration - Record Videos
- Salesforce “Company” Variable Missing - Workaround
- How to Set Up Sendspark for Salesforce