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If video is already part of your marketing strategy (and it should be), adding personalization is a no-brainer. Globally, 64% of consumers prefer to buy from companies that tailor the customer experience to their wants and needs. And when communications aren’t personalized? Nearly half (44%) of consumers get upset.
But Personalized Video isn’t just a baseline expectation — it actually works. Personalized Videos are 3x-4x more likely than generic videos to boost positive feelings toward your brand, driving trust, loyalty, recommendations and customer retention. Intrigued? Try it out for yourself by creating your own below.
Create your own Personalized Video
In this guide, we’ll walk you through how to create Personalized Video content, step by step. From setting goals and scripting to production and distribution, we’ve got you covered. So hey, let’s not make this intro any longer than it needs to be. Let’s dive in.
1. Define Your Goals and Strategy
Before you dive into video creation, take a moment to get crystal clear on what you want to achieve.
First, identify your target audience. Who are you speaking to? New customers? Loyal clients? Prospects? The more specific, the better.
Next, consider your use cases. Personalized Videos can be used in a range of scenarios, like:
- Onboarding new users with warm welcomes and tailored instructions
- Empowering your sales team with personalized outreach videos that grab attention
- Staying in touch with messages that boost customer engagement
- Improving retention by presenting relevant offers or reminders
- Enhancing customer service through personalized explainers
Then, think about how you’ll deliver your video. Video emails are a popular choice because they feel direct and personal, but you can also share them through your mobile app, social media, on a personalized landing page and more.
Finally, define your call to action. What do you want viewers to do next? Book a demo? Make a purchase? Share feedback? Clear CTAs help turn engagement into real results.
Getting these pieces in place from the start means your Personalized Video message will be focused, effective and ready to deliver the ROI you’re after.
2. Take Stock of Your Data
Personalized Video runs on data — and the good news is, you probably already have more than you think.
Start by auditing what first-party data you already have. Look at your CRM, user behavior data, purchase history and so on. If you’re missing key info, consider ways to collect it. This is what you’ll use to customize the video content for each individual viewer. Not every video needs deep personalization, but a few personal touches can go a long way in making someone feel valued.
Need a little inspiration? Check out this year in review by WW (Weight Watchers). It’s a great example of how you can get creative with the data you already have. From most-tracked foods to total steps taken, it’s packed with personalized elements that celebrate the viewer’s journey in a way that feels thoughtful, fun and highly shareable.
Pro tip: If you’re light on data, consider giving viewers control via Interactive Video. That way, they have an active role in the narrative and still get a tailored experience.
3. Script and Storyboard the Experience
With your goals set and data ready, it’s time to map out the flow of your video and decide how each personalized experience will unfold. The more thought you put into structure and logic now, the smoother the rest of the process will be.
Start by writing a script that includes any personalized elements you plan to use. Then, storyboard the video scene by scene to determine the overall experience and how the narrative will shift depending on who’s watching.
You can handle this step in-house if you’ve got the creative resources or outsource it to a creative agency if you’d rather have extra support. If you work with a professional video studio like ours that specializes in data-driven video, then we can help with this step.
4. Design the Video Creative
Once your script and storyboard are ready, it’s time to bring the visuals to life.
Keep in mind you’re not personalizing just yet (otherwise you’d be making a million versions). This is when you create the core creative assets of the video, such as backgrounds, animations, graphics, voiceovers, music, etc. You’ll also define placeholders for data and test how it looks.
You can design your video in-house, collaborate with an agency you trust or let our video production studio jump in to help. Our team has years of experience building data-driven videos, and we’re just as happy to lead the creative as we are to work alongside your existing partners. You can also roll up your sleeves and access our platform directly.
If you really want to optimize your workflow, you can even generate your creative using AI. (We’re big fans of our own Lucas AI Video Creator — just saying!)
5. Personalize at Scale
This is where the magic happens — and where things can get complex. You’ve got your video creative, but how do you turn that into millions of unique versions for your audience?
Well, you need a powerful platform to automate it all.
Idomoo’s Next Generation Video Platform is purpose-built for large-scale personalization. We’re talking more than just switching out a name. You can personalize:
- Text
- Images
- Video-in-video
- Voiceovers and music
- Languages
- Interactivity (like a different CTA for different viewers)
- Scene selection
To explain that last one a bit more, with dynamic scene selection, you can swap entire scenes to present a fully custom video for each individual viewer.
The GIF below illustrates how this works.
There are so many ways to hyper-personalize your video. In gaming, for example, personalization might include different versions of gameplay footage based on the player’s history, like the characters they used most, their top achievements or the worlds they explored.
Assassin’s Creed 15th anniversary campaign did exactly that, creating a personalized recap for each player based on their in-game history.
Campaigns like this may seem massive, but they’re easy to launch with our platform. Idomoo’s intuitive, drag-and-drop web interface makes it simple to launch your Personalized Video campaign in just a few days.
Want a deeper dive into how it all works? We break it down in our ultimate guide to Personalized Video. And if you’re curious about the platform itself, check out the quick explainer video below to see how it all comes together.
6. Render and Distribute
Once your video is designed and personalized, it’s time to render and get it out into the world.
For personalized content, rendering typically happens on demand, once the viewer clicks to watch. Of course, no one’s waiting around for a video to load these days, which is why speed matters so much.
With our Next Generation Video Platform, videos are rendered in real time, up to 100x faster than playback speed. Even if millions of viewers click play at the same time, each person gets their Personalized Video in seconds.
And when it comes to distribution, you can pick whichever channel works best for your campaign. Embed your video on a landing page, share it in a social media marketing campaign or send it in an email.
Specifically, with our platform, you can distribute your video through:
- SMS and MMS
- Web and mobile apps
- Social media
- Customer portals
No matter how you deliver your video, having it ready instantly and in the right place sets you up for a win. But how do you know if you’re meeting your goals? Let’s dive into tracking performance.
7. Track Performance
To get the most out of your campaign, you need to know what’s working and what’s not.
Our platform offers an easy-to-understand analytics dashboard that gives you a clear view of your campaign funnel. You can see which parts of your video are resonating, who’s watching and even details like viewer locations and devices.
You can also easily download raw data to feed into your own analytics tools or spreadsheets. From there, you can dive deeper into your results and pull out the insights you need to keep improving your campaigns for the future.
Video Personalization Made Easy
And done! That’s our straightforward roadmap to creating Personalized Videos. It might sound like a big undertaking, but with the right tools, it’s way easier than you think.
If you want to see how this all works — and how quickly you can get started — just click the button below to schedule a demo. We’d love to show you how Personalized Video can support your business goals.
