# Blings Help Center
{% hint style="info" %}
Documentation for enterprise clients - [#enterprise](#enterprise "mention")
{% endhint %}
Whether you’re a solo creator using our self-serve tools or part of an enterprise team scaling personalized video at volume, this is your central hub for getting answers, learning workflows, and launching with confidence.
Explore guides, templates, videos and step‑by‑step instructions that will help you create interactive videos, integrate with your CRM, analyze results and manage your account.
***
## Getting Started
{% tabs %}
{% tab title="Self-Serve" %}
Our self-serve platform is designed to get you from idea to live video in minutes. Use our Help Center to explore quick tutorials, template guides, and FAQs that walk you through editing your video, connecting your data, and sharing across channels. Start with the “[Creating & Managing Projects](/app/creating-managing-projects)” section, and use the search bar to find answers fast. If you’re building with templates, head to the “[Use Cases & Templates](/app/use-cases-templates)” to see all of the options.
{% endtab %}
{% tab title="Enterprise" %}
Blings enterprise users benefit from advanced tools, integrations, and custom video logic. The [Help Center](https://help.blings.io/) includes technical documentation, platform walkthroughs, and best practices for CRM integration, SDK setup, multi-brand workflows, and analytics. You’ll also find guides tailored to content, marketing, and development teams. If you have a custom setup, reach out via your support channel or CSM for personalized help.
Blings for enterprise
{% endtab %}
{% endtabs %}
## Get in Touch
Contact SupportTalk to Sales
# Creating & Managing Projects
Projects are the foundation of your work in Blings. Each project contains the scenes, media, and logic that make up your personalized video experience. This section covers everything you need to create and manage your projects, from initial setup to fine-tuning the visual design.
## What You'll Find Here
* Create a Project — Start a new project by choosing a use case and picking a template.
* Scene Management — Add, move, duplicate, and organize the scenes inside your project.
* Scenes & Flow Maps — Set up connectors, conditions, and A/B tests to control how viewers move through your project.
* Editing a Scene — Add and configure text, media, buttons, and personalization elements inside each scene.
* Branding, Design, & General Content — Apply fonts, colors, logos, and background music consistently across your project.
# Create a Project
Creating a project in Blings is quick and straightforward. In just a few clicks, you choose a use case, pick a template, and land directly in the editor — ready to build your personalized video campaign.
## Step 1: Click "+ Create new"
From your Your Projects home screen, click the + Create new button in the top-left corner of the sidebar. This opens the two-step project creation modal.
## Step 2: Choose a Use Case
The modal opens on Step 1 of 2: Use Case. Select the category that best fits your campaign goal. There are five options to choose from:
* Promotions — Mark milestones and show appreciation with tailored rewards.
* User's Anniversary — Celebrate user progress and drive new actions with clear rewards.
* Birthday — Boost engagement and sales with timely, irresistible offers.
* Loyalty Tier Upgrade — Recognize loyalty milestones and encourage further engagement.
* Welcome — Make a strong first impression and guide users from day one.
## Step 3: Choose a Template
After selecting a use case, you move to Step 2 of 2: Template. You'll see a gallery of pre-built templates tailored to your chosen category. Each card shows a visual preview and a short description of what the template is designed to do. Click any template to select it and continue.
## Step 4: Start Building in the Editor
Once you select a template, you land directly in the project editor. Your project is automatically named after the template you selected — you can rename it at any time by clicking the title at the top of the editor. From here, you can customize scenes, add personalization data, and build out your video flow. To learn more about working in the editor, visit Scenes & Flow Maps.
### What's Next
Once your project is created, here is where to go next. Use Scene Management to add, move, and duplicate scenes. Head to Scenes & Flow Maps to set up the connectors and logic that control how scenes connect. Visit Editing a Scene to learn how to work with text, media, buttons, and personalization inside each scene. When you're ready to apply fonts, colors, and logos across your project, see Branding, Design, & General Content.
# Scenes & Flow Maps
The flow map shows you how all of your scenes connect and the different paths a viewer can take through your project. This article covers how connectors work, how to add conditions to control which path is followed, and how to set up A/B tests to compare different variations.
## Connectors
Connectors are the arrows between scenes on the flow map. They define what happens after a scene ends — specifically, which scene plays next. To create a connector, hover over a scene card until an arrow handle appears on its edge, then drag from that handle to the target scene. A scene can have multiple outgoing connectors, one for each possible path a viewer can take.
### Conditions
Conditions let you control which path a viewer follows based on their choices or data. When a scene has multiple outgoing connectors, you can add a condition to each one to define when it should activate. For example, you might route viewers to different scenes depending on whether they clicked "Yes" or "No" on an interactive element, or based on a personalization variable tied to their profile. To configure a condition, click on a connector arrow in the flow map and use the settings panel to define the trigger logic. Blings evaluates all outgoing conditions in order and follows the first one that matches.
### A/B Tests
A/B tests let you split viewers between two or more scene paths to compare which version performs better. You can test different messages, layouts, calls to action, or anything that affects how viewers engage. To set up an A/B test, create multiple outgoing connectors from one scene and set each connector to use a percentage-based split. For example, 50% of viewers will follow one path and 50% will follow another. Each path leads to its own variant scene. You can then compare how each variant performs in your project analytics to see which resonates more with your audience.
### What's Next
With your flow mapped out, you're ready to start editing the content inside each scene. Head to Editing a Scene to learn how to work with text, media, buttons, and personalization elements. For more advanced branching options including quizzes and timers, see Workflows & Branching Logic.
# Scene Management
Scenes are the building blocks of your video flow. You can add new scenes at any point, rearrange them to fit your narrative, and duplicate existing ones to save time. This article walks you through each of those actions.
### Add a Scene
To add a new scene, click the + icon that appears between or after scenes in the flow map. A panel opens with two tabs to choose from:
* Generic — Browse a library of pre-built scene layouts. These are ready-to-use templates covering common structures like text-only, text with image, countdown, and more. Select a layout that fits your needs, then fill in your own content.
* In this project — Reuse a scene layout that already exists in your current project. This is useful when you want visual consistency without starting from scratch. The new scene inherits the same structure and will adopt your project branding automatically.
Select the layout you want and click Add scene. The scene will appear in your flow and automatically inherit your project's branding.
### Move a Scene
To change the order of scenes, drag a scene card left or right along the flow map. Blings repositions it and keeps all existing connections intact — reordering never breaks your logic or connectors.
### Duplicate a Scene
To duplicate a scene, click the ... menu on its card and choose Duplicate. A copy appears immediately in your flow with the same content, layout, and branding as the original. Edit the duplicate independently — this is handy for creating variations or extending a flow with a similar scene structure.
### What's Next
Once your scenes are in place, the next step is connecting them and defining how viewers move between them. To learn about connectors, conditions, and A/B tests, see Scenes & Flow Maps.
# Editing a Scene
Each scene in your project is made up of individual components that you can add, arrange, and configure inside the scene editor. This article walks through each type of component and how to work with it.
### Text
Text elements let you add and edit written content inside a scene. You can type directly into any text block, apply formatting like bold, italic, or underline, and adjust the font size and alignment. Text blocks can also include dynamic variables, which pull in personalized data at playback time so each viewer sees content that is relevant to them.
### Media
Media elements let you add images, videos, and GIFs to a scene. You can upload files directly from your computer or pull from the project's media library. For videos, you can trim the start and end points to use only the portion you need. Images and videos can be resized and repositioned within the scene canvas, and you can layer them with other elements to build the visual composition you want.
### Buttons
Buttons are interactive elements that viewers can click during playback. You can configure a button's label, style, and action — for example, navigating to a URL, triggering the next scene, or capturing a viewer's choice to drive branching logic. Buttons are key to making your project interactive and can be styled to match your branding using the design settings.
### Personalization
Personalization elements display data-driven content that changes for each viewer based on the variables in your data source. You can insert a personalization element anywhere in a scene and map it to a field from your connected data — for example, a viewer's name, company, or any custom value. At playback time, Blings replaces the element with the correct value for that viewer, creating a unique experience for every person who watches.
### What's Next
Once your scenes are built, you can control how they connect and the paths viewers take through your project. See Scenes & Flow Maps to learn about connectors, conditions, and A/B tests. To update the visual style across your project, including fonts, colors, and logos, head to Branding, Design, & General Content.
# Branding, Design, & General Content
The Branding, Design, & General Content settings apply visual styles and global elements across your entire project. This is where you set fonts, colors, and logos so that every scene looks consistent, and where you can add background music that plays throughout. To access these settings, open your project and look for the General Content panel on the right side of the editor.
## Customization Options
* **Fonts:** Choose from our curated list of fonts or upload your own. Apply a font globally so all text follows your style.
* **Colors:** Set primary and secondary colors for text and backgrounds. These colors become the default for buttons, headings and highlights.
* **Logos:** Upload your logo and position it at the top, bottom or corner of scenes. You can apply it globally or per scene.
* **Soundtracks:** Add background music that plays across scenes. Adjust the volume and choose loop settings.
### What's Next
With your branding set, you're ready to refine how your project flows and performs. Head to [Scenes & Flow Maps](/app/creating-managing-projects/scenes-flow-maps) to set up connectors, conditions, and A/B tests, review [Accessibility & Language Support](/app/creating-managing-projects/accessibility-language-support), or go back to Editing a Scene to continue working on individual scene components.
# Accessibility & Language Support
Use accessibility and language checks before sharing a project with real viewers. These checks help keep text readable, interactive elements clear, and localized versions consistent across scenes.
## Accessibility Basics
Before publishing, confirm:
* Text has enough contrast against the background.
* Important text is large enough to read on mobile.
* Buttons and interactive elements use clear labels.
* The video still makes sense when audio is muted.
* Key information is not communicated by color alone.
* Viewers have enough time to read and act.
## Language and Localization
For translated or multi-language projects:
* Keep one approved source of truth for translated copy.
* Preview long translated values because text length can change by language.
* Check line breaks, alignment, and text fitting in every scene.
* Create separate scene variants when a language needs different layout or timing.
* Test links, dates, currencies, numbers, and right-to-left text when relevant.
## Captions and On-Screen Text
Use captions or visible summary text when the viewer may watch without sound. Keep captions short, readable, and synchronized with the scene timing.
If captions are part of the creative, review them as visible scene content before publishing.
## Related Pages
{% content-ref url="/pages/dWDvEf2NdtEcF4FiC7J5" %}
[Branding, Design, & General Content](/app/creating-managing-projects/branding-design)
{% endcontent-ref %}
{% content-ref url="/pages/bcRQFe7z7lFx18VCXfhy" %}
[Scenes & Flow Maps](/app/creating-managing-projects/scenes-flow-maps)
{% endcontent-ref %}
# Use Cases & Templates
Each template is interactive, personalized, and designed to boost engagement, conversion, and loyalty. Whether you're welcoming a new customer, celebrating their birthday, or nudging them toward a goal, there's a use case for that.
Simply choose a category, pick a template, personalize the content, and publish.
## Explore by Campaign Type
### Welcome — First Impressions That Wow
Guide users through their first steps with flow explainers, perks, or app download prompts.
[Explore Welcome Templates →](/app/use-cases-templates/welcome-messages)
### Birthday — Celebrate Like You Mean It
Surprise customers with interactive perks, games, and heartfelt greetings on their special day.
[Explore Birthday Templates →](/app/use-cases-templates/birthdays-anniversaries)
### Promotions — Boost Clicks and Sales
Highlight offers, deliver mystery discounts, and keep loyal customers coming back.
[Explore Promotions Templates →](/app/use-cases-templates/product-recommendations)
### Anniversary — Make Milestones Memorable
Mark customer anniversaries with rewards, recognition, and personalized recommendations.
[Explore Anniversary Templates →](/app/use-cases-templates/birthdays-anniversaries)
### Loyalty Tier — Motivate Progression
Announce upgrades, tease upcoming rewards, and drive deeper engagement with your program.
[Explore Loyalty Templates →](/app/use-cases-templates/product-recommendations)
### Customer Feedback — Listen and Learn
Collect valuable insights while keeping users engaged.
[Feedback Templates →](/app/use-cases-templates/surveys-feedback)
### Custom — Create Anything
Your brand, your rules. Design bespoke experiences using Blings Studio or with help from our team.
[Create a Custom Flow →](/app/use-cases-templates/custom-campaigns)
***
**Not sure where to start?** [Talk to our team](mailto:support@blings.com) or browse the [How-To Videos](/app/how-to-videos).
# Welcome Messages
Your welcome flow sets the tone for your entire customer relationship. Use these video templates to greet, guide, and motivate action from the first click.
## Use Case Templates
### Click to Redeem a Perk
A warm greeting paired with a small incentive—perfect for first purchases or app installs.
**Best for:** New signups, app downloads, first-time visitors
### Download the App Now
Showcase your app's top benefits and encourage installs with a direct CTA button.
**Best for:** Mobile-first businesses, SaaS companies, e-commerce apps
### Educational Welcome
Provide a visual walkthrough of your product/service, replacing walls of text with an interactive explanation.
**Best for:** Complex products, SaaS onboarding, service businesses
### Finish Setting Up Your Profile
Reduce sign-up friction by reminding users to complete their journey — with their name, progress, and a friendly nudge.
**Best for:** Incomplete registrations, profile completion, account activation
### Limited-Time Welcome Offer
Add FOMO with a countdown and personalized product teaser that expires in 24–72 hours.
**Best for:** E-commerce, subscription services, time-sensitive offers
## Why It Works
* **Higher retention starts at hello** — Personalized welcomes get up to 2x CTR over generic ones
* **Clear next steps = reduced onboarding drop-offs** — Interactive flows guide users through their journey
* **Immediate value delivery** — Perks and offers create instant positive associations
***
**Ready to create your first welcome video?** [Start with a template →](/app/creating-managing-projects/create-project)
# Birthdays & Anniversaries
Birthdays are prime moments for connection. Our birthday templates let you deliver joy, surprise, and delight — with a touch of personalization that turns passive viewers into enthusiastic fans.
## Birthday Campaign Options
### Birthday Surprise
Gamified scratch cards or "spin the wheel" perks. These drive incredible CTRs and feel truly special.
**Perfect for:** High-value customers, VIP members, loyalty program members
### Birthday Discount
Deliver an exclusive offer tailored to the viewer's preferences or purchase history.
**Perfect for:** E-commerce, retail, subscription services
### Just a Greeting
Sometimes all it takes is a warm, friendly message with the user's name and join date.
**Perfect for:** B2B companies, service businesses, community platforms
### Limited-Time Offer
Add urgency with countdowns that expire within 24–48 hours.
**Perfect for:** Creating FOMO, driving immediate action, flash sales
### Choose your gift
Let the user choose between gift options — building curiosity and boosting satisfaction.
**Perfect for:** High-engagement campaigns, luxury brands, personalized experiences
## Why Use Birthday Campaigns?
* **Customers are 3x more likely to click** during birthday campaigns
* **Personalized birthday videos boost repeat purchases**
* **Great opportunity to resurface lapsed users**
## Anniversary Campaigns
Anniversaries offer a perfect excuse to reconnect. Whether it's their 30-day mark or a full year together, make users feel seen, valued, and celebrated.
### Anniversary Gift
Send a reward that says "thank you" for their loyalty.
### Product Discount
Recommend something based on their first purchase or browsing history.
### Just a Greeting
Make the user smile with a personal touch.
### Limited time offer
Combine celebration with urgency for great results.
### Choose your gift
Let the user choose their gift from 2–3 options.
> **Tip:** Combine this with loyalty tiering for "1-year & Gold Member" videos!
# Promotions & Loyalty
Promotional fatigue is real — but interactive videos cut through the noise. Whether you're running a weekly deal, revealing a mystery offer, or boosting a loyalty reward, these templates let your content stand out.
## Campaign Types
### Weekly/Monthly Deal
Automate rolling promotions with new visuals and dynamic text pulled from your product feed.
**Perfect for:** E-commerce, retail, subscription services with regular deals
### Mystery Discount
Spark curiosity with a "click to unlock" mechanic. Customize discounts, rewards or products behind the scenes.
**Perfect for:** High-engagement campaigns, luxury brands, exclusive offers
### Post-Purchase
Send personalized thank-you videos with a promo for next purchase — instantly boosting LTV.
**Perfect for:** E-commerce, SaaS, subscription businesses
### Loyalty Promotion
Use interactive counters and tier callouts to show progress and drive reward usage.
**Perfect for:** Loyalty programs, membership businesses, tier-based services
### Holiday Campaigns
Personalize for every major occasion — Valentine's Day, Black Friday, Diwali — using name, time zone and purchase history.
**Perfect for:** Seasonal promotions, cultural celebrations, limited-time events
### Limited time offer
Combine celebration with urgency for great results.
## Loyalty Tier Campaigns
Your top customers deserve to feel special — and your rising stars deserve encouragement. These templates help you notify, celebrate, and incentivize based on user behavior or points.
### You're Almost There
Show their current points and highlight how close they are to the next tier.
### New Tier Unlocked!
A celebration video with tier explanation, perks, and a thank-you gift.
### New Tier Rewatd
Periodically reward consistent users with personalized "just because" messages.
# Customer Feedback
These use cases let you collect input through fun, fast, and friendly video flows.
### Your Opinion Matters
Collect detailed feedback on specific products or features with interactive elements.
**Perfect for:** Product development, feature testing, customer research
### Quick Surveys
Transform boring surveys into engaging experiences that actually get completed.
**Perfect for:** NPS surveys, customer satisfaction, service quality measurement
## Benefits
* **Double the response rate** of email-only surveys
* **Gather input *****and***** build brand affinity** simultaneously
* **Use branching to segment** based on user satisfaction
* **Real-time insights** with immediate data collection
* **Higher completion rates** through interactive engagement
***
**Interested in early access?** [Contact our team](mailto:support@blings.com) to be notified when these templates launch.
# Custom Campaigns
Have something unique in mind? Blings Enterprise plan allows you to build any flow you can imagine.
Create your own custom use-case by combining content, interactivity, and data by speaking with us directly.
## Custom Development Options
### Design in Adobe + Studio
Use our After Effects extension to turn your animation into a dynamic, interactive flow.
**Perfect for:** Designers, creative agencies, custom animations
### Configure With No-Code
Use the Blings Studio to add buttons, logic, forms, timers and dynamic thumbnails.
**Perfect for:** Marketing teams, business users, rapid prototyping
### Request Help from Us
Our team can help you build advanced flows, custom integrations, and secure deployments.
**Perfect for:** Enterprise clients, complex requirements, custom integrations
## Custom Examples
### Live Data-Based Videos
* "Only 3 left in stock!" — Real-time inventory updates
* "Your order is being prepared" — Live order status
* "5 people are viewing this item" — Social proof with live data
### Personalized Explainer Quiz
* Conditional outcomes based on user responses
* Score tracking and result sharing
* Branching paths for different user types
### Custom Animation Triggers
* CRM-based personalization
* Webhook integrations
* Real-time data feeds
### Gamified Experiences
* Interactive games with leaderboards
* Reward systems with point tracking
* Achievement unlocks and celebrations
## Advanced Features
* **Custom API integrations** — Connect to any data source
* **Advanced branching logic** — Complex conditional flows
* **Real-time data updates** — Live content based on external data
* **Custom animations** — Brand-specific motion graphics
* **White-label solutions** — Completely branded experiences
## Getting Started
1. **Define your requirements** — What do you want to achieve?
2. **Choose your approach** — Studio, custom development, or hybrid
3. **Create a prototype** — Test your concept quickly
4. **Iterate and refine** — Optimize based on user feedback
5. **Deploy and scale** — Launch your custom experience
***
**Ready to build something custom?** [Talk to Sales](mailto:sales@blings.com)
# Workflows & Branching Logic
Interactivity is what makes MP5 videos unique. With branching logic, you can guide each viewer down a personalized path based on their responses or data. This collection teaches you how to design these flows—from simple yes/no branches to complex quizzes and timers.
## What You'll Learn
* [**Branching Basics**](/app/workflows-branching-logic/branching-basics) — Discover what branching logic is and when to use it.
* [**Logic Map / Flow Builder**](/app/workflows-branching-logic/logic-map-flow-builder) — Learn to visualize your flow, add nodes and connect conditions.
* [**Simple Conditions**](/app/workflows-branching-logic/simple-conditions) — Set up basic yes/no or single‑variable conditions.
* [**Advanced Conditions**](/app/workflows-branching-logic/advanced-conditions) — Combine multiple criteria and use AND/OR operators for complex logic.
* [**Quizzes & Scoring**](/app/workflows-branching-logic/quizzes-scoring) — Build quizzes, tally points and branch endings based on scores.
* [**Timers & Countdowns**](/app/workflows-branching-logic/timers-countdowns) — Add urgency with countdowns and time‑based events.
* [**Interactive Elements**](/app/workflows-branching-logic/interactive-elements) — Use buttons, hotspots, forms and other interactive components.
* [**Variables & Data Fields**](/app/workflows-branching-logic/variables-data-fields) — Track responses and reuse data across your flow.
***
> "The best interactive videos feel like a conversation, not a presentation."
Ready to make your videos interactive? Start with [Branching Basics](/app/workflows-branching-logic/branching-basics) or jump to any topic above.
# Branching Basics
Branching logic lets you build interactive experiences that adapt to each viewer. Instead of showing everyone the same sequence, you can direct viewers to different scenes based on their answers or data.
## What Is Branching Logic?
Branching logic creates multiple paths through your video content. Each viewer follows a unique journey based on:
* Their responses to questions
* Data from your CRM or database
* Time-based conditions
* Previous interactions
## When to Use Branching
**Simple Branches (Yes/No):**
* "Would you like to see our premium features?"
* "Are you interested in a demo?"
* "Should we send you more information?"
**Data-Driven Branches:**
* Show different content based on user type (new vs. returning)
* Display relevant products based on purchase history
* Customize offers based on location or preferences
**Complex Scenarios:**
* Multi-step quizzes with scoring
* Progressive disclosure of information
* A/B testing different messages
## Basic Branching Example
```
Start → Question: "Are you a new customer?"
├─ Yes → Welcome scene → Product intro
└─ No → Loyalty offer → Personalized recommendations
```
## Best Practices
* **Keep it simple** — Start with basic yes/no branches before adding complexity
* **Test your logic** — Preview all possible paths to ensure they work correctly
* **Provide clear options** — Make choices obvious and actionable
* **Include fallbacks** — Always have a default path for unexpected scenarios
***
**Ready to build your first branch?** Learn how to [visualize your flow](/app/workflows-branching-logic/logic-map-flow-builder) or set up [simple conditions](/app/workflows-branching-logic/simple-conditions).
# Logic Map / Flow Builder
The flow builder provides a visual way to design and understand your branching logic. Think of it as a map that shows every possible path a viewer can take through your content.
## Understanding the Flow Builder
The flow builder displays your scenes as nodes connected by arrows. Each arrow represents a possible path, and the connections show how viewers move from one scene to the next.
## Adding Nodes and Connections
### Creating New Scenes
1. **Add a scene** — Click the "+" button to create a new scene
2. **Choose a layout** — Select from templates or start with a blank scene
3. **Add content** — Include text, images, and interactive elements
### Connecting Scenes
1. **Drag to connect** — Click and drag from one scene to another to create a connection
2. **Set conditions** — Click on the connection line to define when this path should be taken
3. **Add labels** — Name your connections (e.g., "Yes," "No," "Continue")
## Visual Flow Example
```
[Welcome Scene]
│
├─ "New Customer" → [Onboarding Flow]
│
└─ "Returning Customer" → [Loyalty Offer]
```
## Flow Builder Tips
* **Use descriptive names** — Name your scenes clearly so the flow is easy to understand
* **Group related scenes** — Organize your flow logically from left to right
* **Test all paths** — Use the preview mode to walk through every possible journey
* **Keep it clean** — Avoid crossing connection lines when possible
## Advanced Features
* **Zoom and pan** — Navigate large flows easily
* **Collapse sections** — Hide complex branches to focus on specific areas
* **Export flow** — Share your flow diagram with teammates
* **Version history** — Track changes to your flow over time
***
**Need help with specific conditions?** Learn about [simple conditions](/app/workflows-branching-logic/simple-conditions) or [advanced logic](/app/workflows-branching-logic/advanced-conditions).
# Simple Conditions
Simple conditions are the building blocks of branching logic. They let you create basic yes/no paths or route viewers based on a single piece of data.
## Yes/No Conditions
The most common type of branching uses simple yes/no responses to guide viewers down different paths.
### Examples:
* **"Would you like to see our premium features?"**
* Yes → Show premium features demo
* No → Continue with basic features
* **"Are you interested in a free trial?"**
* Yes → Direct to signup page
* No → Show pricing information
* **"Should we send you more information?"**
* Yes → Collect email and send follow-up
* No → Thank you message
## Single-Variable Conditions
Route viewers based on one piece of data from your CRM or user input.
### User Type Conditions:
* **New vs. Returning Customer**
* New → Welcome and onboarding
* Returning → Loyalty rewards
* **User Role**
* Manager → Team management features
* Individual → Personal productivity tools
### Data-Based Conditions:
* **Location**
* US → Show US-specific offers
* International → Show global options
* **Purchase History**
* First-time buyer → Welcome discount
* Repeat customer → VIP benefits
## Setting Up Simple Conditions
1. **Create your question or data field**
2. **Add two scenes** (one for each possible outcome)
3. **Connect with conditions** — Set "If \[condition] then go to \[scene]"
4. **Test both paths** — Preview to ensure logic works correctly
## Best Practices
* **Keep options clear** — Make choices obvious and mutually exclusive
* **Provide value in both paths** — Each branch should offer something useful
* **Use natural language** — Frame questions in a conversational way
* **Include a default** — Always have a fallback for unexpected responses
***
**Ready for more complexity?** Learn about [advanced conditions](/app/workflows-branching-logic/advanced-conditions) that combine multiple criteria.
# Advanced Conditions
Advanced conditions let you create sophisticated branching logic by combining multiple criteria. Use AND/OR operators to build complex decision trees that respond to multiple data points.
## AND/OR Logic
### AND Conditions (All Must Be True)
Use AND when you want ALL conditions to be met before taking a specific path.
**Example:**
```
IF user_type = "VIP" AND location = "US" AND purchase_count > 5
THEN show exclusive VIP offer
```
### OR Conditions (Any Can Be True)
Use OR when you want to take a path if ANY of the conditions are met.
**Example:**
```
IF user_type = "VIP" OR total_spent > $1000 OR subscription_length > 12_months
THEN show premium features
```
## Complex Decision Trees
### Multi-Level Branching
Create sophisticated flows that consider multiple factors:
```
Start → Check User Type
├─ New Customer → Check Location
│ ├─ US → Show US welcome
│ └─ International → Show global welcome
│
└─ Returning Customer → Check Purchase History
├─ High Value (AND: spent > $500, purchases > 3) → VIP treatment
├─ Medium Value (AND: spent > $100, purchases > 1) → Loyalty rewards
└─ Low Value → Re-engagement campaign
```
### Conditional Scoring
Combine multiple data points to create scores or categories:
```
Score = 0
IF user_type = "VIP" THEN Score += 10
IF location = "US" THEN Score += 5
IF purchase_count > 5 THEN Score += 10
IF last_purchase < 30_days THEN Score += 5
IF Score >= 20 THEN show exclusive offer
IF Score >= 10 THEN show standard offer
ELSE show re-engagement
```
## Real-World Examples
### E-commerce Personalization
```
IF (product_category = "electronics" AND budget > $500) OR (user_type = "tech_enthusiast")
THEN show premium electronics
ELSE show budget-friendly options
```
### SaaS Onboarding
```
IF (company_size = "enterprise" AND role = "decision_maker") AND (trial_days > 7)
THEN show enterprise demo
ELSE IF (company_size = "startup" OR role = "individual")
THEN show self-service setup
```
## Best Practices
* **Start simple** — Build complex logic step by step
* **Test thoroughly** — Preview all possible combinations
* **Document your logic** — Keep notes on complex decision trees
* **Use clear naming** — Name variables and conditions descriptively
* **Plan for edge cases** — Always include fallback paths
## Common Pitfalls
* **Over-complicating** — Don't add complexity unless it adds value
* **Circular logic** — Avoid conditions that reference themselves
* **Missing defaults** — Always have a path for unexpected scenarios
* **Poor performance** — Complex conditions can slow down video loading
***
**Ready to build quizzes?** Learn how to create [interactive quizzes with scoring](/app/workflows-branching-logic/quizzes-scoring).
# Quizzes & Scoring
Transform your videos into interactive learning experiences with quizzes and scoring systems. Track responses, calculate scores, and provide personalized outcomes based on performance.
## Building Interactive Quizzes
### Question Types
* **Multiple Choice** — Select from predefined options
* **True/False** — Simple binary choices
* **Rating Scales** — 1-5 or 1-10 rating systems
* **Open Response** — Text input for qualitative feedback
### Quiz Structure
```
Start → Question 1 → Question 2 → Question 3 → Results
│ │ │ │
└─ Branch based on answers and scoring
```
## Scoring Systems
### Point-Based Scoring
Assign points to different answers and calculate totals:
**Example Quiz:**
* Question 1: "What's your experience level?"
* Beginner (1 point)
* Intermediate (3 points)
* Advanced (5 points)
* Question 2: "How often do you use our product?"
* Rarely (1 point)
* Sometimes (3 points)
* Daily (5 points)
**Scoring Outcomes:**
* 1-3 points → Beginner content
* 4-6 points → Intermediate content
* 7-10 points → Advanced content
### Category-Based Scoring
Group questions by themes and provide targeted recommendations:
**Product Knowledge Quiz:**
* Feature questions → Feature recommendations
* Use case questions → Use case suggestions
* Technical questions → Technical support options
## Real-World Examples
### Customer Onboarding Quiz
```
Questions:
1. "What's your primary goal?" (Productivity, Collaboration, Analytics)
2. "How many team members?" (1-5, 6-20, 20+)
3. "What's your industry?" (Tech, Finance, Healthcare, Other)
Outcomes:
- Productivity + Small Team → Personal productivity features
- Collaboration + Large Team → Team collaboration tools
- Analytics + Any Size → Data and reporting features
```
### Product Recommendation Quiz
```
Questions:
1. "What's your budget range?" ($0-50, $51-200, $200+)
2. "What features matter most?" (Speed, Security, Ease of use)
3. "How soon do you need this?" (ASAP, This month, No rush)
Scoring:
- High budget + Security focus → Premium security package
- Low budget + Speed focus → Basic speed package
- Any budget + Ease of use → User-friendly starter package
```
## Advanced Quiz Features
### Progressive Disclosure
Show questions based on previous answers:
```
Q1: "Are you interested in advanced features?"
- Yes → Show advanced feature questions
- No → Skip to basic recommendations
```
### Adaptive Difficulty
Adjust question difficulty based on performance:
```
IF score_so_far > 7 THEN show harder questions
ELSE show easier questions
```
### Time-Based Scoring
Add urgency with time limits:
```
IF answer_time < 10_seconds THEN bonus_points += 2
IF answer_time > 30_seconds THEN bonus_points -= 1
```
## Best Practices
* **Keep it engaging** — Mix question types and use conversational language
* **Provide immediate feedback** — Show progress and encourage completion
* **Make outcomes valuable** — Ensure quiz results provide real value
* **Test thoroughly** — Preview all possible paths and scoring combinations
* **Keep it concise** — 3-7 questions work best for most use cases
## Quiz Analytics
Track performance to improve your quizzes:
* **Completion rates** — How many viewers finish the quiz
* **Question difficulty** — Which questions are answered correctly most often
* **Path popularity** — Which outcomes are most common
* **Engagement time** — How long viewers spend on each question
***
**Want to add urgency?** Learn about [timers and countdowns](/app/workflows-branching-logic/timers-countdowns) to make your quizzes more dynamic.
# Timers & Countdowns
Add urgency and excitement to your videos with timers and countdowns. Create time-limited offers, build anticipation, and drive immediate action with time-based elements.
## Types of Timers
### Countdown Timers
Display a countdown to a specific event or deadline:
**Examples:**
* "Limited time offer expires in: 24:00:00"
* "Webinar starts in: 02:15:30"
* "Flash sale ends in: 00:45:12"
### Progress Timers
Show elapsed time or progress through content:
**Examples:**
* "Time remaining: 3:45"
* "Progress: 60% complete"
* "Question 3 of 5 (2:30 remaining)"
### Auto-Advance Timers
Automatically move to the next scene after a set time:
**Examples:**
* Auto-advance after 10 seconds
* Show next question after 30 seconds
* Transition to results after 2 minutes
## Creating Urgency
### Limited-Time Offers
```
"Special discount available for the next 24 hours!"
Countdown: 23:59:59 → 23:59:58 → 23:59:57...
Action: "Claim Now" button becomes unavailable after countdown
```
### Flash Sales
```
"Flash Sale: 50% off everything!"
Countdown: 00:59:59 → 00:59:58 → 00:59:57...
Dynamic pricing: Price increases every 10 minutes
```
### Event Countdowns
```
"Product Launch in:"
Countdown: 05:23:45 → 05:23:44 → 05:23:43...
Action: "Notify Me" button until launch, then "Buy Now"
```
## Time-Based Branching
### Conditional Actions Based on Time
```
IF time_remaining > 1_hour THEN show "Early Bird" pricing
IF time_remaining > 30_minutes THEN show "Regular" pricing
IF time_remaining > 0 THEN show "Last Chance" pricing
ELSE show "Sale Ended" message
```
### Dynamic Content Based on Countdown
```
IF countdown > 24_hours THEN show "Coming Soon" message
IF countdown > 1_hour THEN show "Limited Time" offer
IF countdown > 10_minutes THEN show "Final Hours" warning
IF countdown = 0 THEN show "Expired" message
```
## Real-World Examples
### E-commerce Flash Sale
```
Countdown: 00:59:59
Message: "Flash Sale: 50% off everything!"
Dynamic elements:
- Price updates every 10 minutes
- Stock levels decrease
- "Hurry, only X left!" messages
```
### Webinar Registration
```
Countdown: 02:15:30
Message: "Live Webinar: Advanced Features"
Dynamic elements:
- Registration closes 1 hour before
- Reminder emails sent at 24h, 1h, 15min
- "Join Now" button becomes "Watch Recording" after start
```
### Product Launch
```
Countdown: 05:23:45
Message: "New Product Launch"
Dynamic elements:
- Pre-order available until launch
- Early access for VIP customers
- Launch day special pricing
```
## Timer Configuration
### Display Options
* **Digital countdown** — 24:00:00 format
* **Text countdown** — "2 days, 3 hours, 45 minutes"
* **Progress bar** — Visual representation of time remaining
* **Hidden timer** — Timer runs in background without display
### Styling
* **Colors** — Red for urgency, green for plenty of time
* **Font size** — Large for emphasis, small for subtlety
* **Animation** — Pulsing, flashing, or smooth transitions
* **Position** — Top, bottom, corner, or center of screen
## Best Practices
* **Be realistic** — Don't create false urgency with unrealistic deadlines
* **Provide value** — Ensure time-limited offers are genuinely valuable
* **Test thoroughly** — Preview timer behavior across different scenarios
* **Include fallbacks** — Always have a plan for when timers expire
* **Respect time zones** — Consider global audiences when setting deadlines
## Common Use Cases
* **Flash sales and promotions**
* **Event registrations and reminders**
* **Product launches and pre-orders**
* **Limited-time content access**
* **Quiz time limits**
* **Auction-style bidding**
***
**Ready to make your videos interactive?** Learn about [interactive elements](/app/workflows-branching-logic/interactive-elements) like buttons and forms.
# Interactive Elements
Interactive elements are the building blocks that make your videos engaging and actionable. From simple buttons to complex forms, these components let viewers participate in your content.
## Button Types
### Call-to-Action Buttons
Drive specific actions with clear, compelling buttons:
**Examples:**
* "Get Started" → Direct to signup page
* "Learn More" → Show additional information
* "Download Now" → Trigger file download
* "Book Demo" → Open calendar scheduling
### Choice Buttons
Let viewers make decisions that affect their journey:
**Examples:**
* "Yes/No" → Binary choices
* "Option A/B/C" → Multiple choice
* "Skip/Continue" → Control flow progression
### Navigation Buttons
Help viewers move through your content:
**Examples:**
* "Next" → Advance to next scene
* "Back" → Return to previous scene
* "Restart" → Begin flow again
* "Home" → Return to main menu
## Hotspots and Clickable Areas
### Image Hotspots
Make specific areas of images interactive:
**Examples:**
* Product photos with clickable features
* Interactive maps with location details
* Screenshots with clickable UI elements
* Infographics with expandable sections
### Video Hotspots
Add interactivity to video content:
**Examples:**
* Clickable product demonstrations
* Interactive tutorials with step-by-step guidance
* Video testimonials with clickable customer stories
* Training videos with interactive assessments
## Forms and Data Collection
### Simple Forms
Collect basic information from viewers:
**Examples:**
* Email signup forms
* Name and company fields
* Contact information collection
* Preference surveys
### Multi-Step Forms
Break complex data collection into manageable steps:
**Examples:**
* Lead qualification forms
* Product preference surveys
* Customer feedback collection
* Registration flows
## Interactive Components
### Sliders and Rating Scales
Collect quantitative feedback:
**Examples:**
* Satisfaction ratings (1-10)
* Likelihood to recommend (0-10)
* Feature importance scales
* Price sensitivity sliders
### Progress Indicators
Show viewers their position in the flow:
**Examples:**
* Step counters ("Step 2 of 5")
* Progress bars
* Completion percentages
* Breadcrumb navigation
### Dynamic Content
Show different content based on interactions:
**Examples:**
* Personalized recommendations
* Dynamic pricing displays
* Customized messaging
* Real-time updates
## Advanced Interactive Elements
### Drag and Drop
Create engaging sorting and matching activities:
**Examples:**
* Product preference sorting
* Feature prioritization
* Budget allocation exercises
* Team role assignments
### Voice and Audio
Add audio-based interactions:
**Examples:**
* Voice-activated navigation
* Audio feedback and responses
* Sound-based quizzes
* Interactive audio tours
### Gesture Recognition
Use device capabilities for unique interactions:
**Examples:**
* Swipe gestures for navigation
* Pinch to zoom on details
* Shake to randomize content
* Tilt to reveal information
## Best Practices
### Design Principles
* **Clear visual hierarchy** — Make interactive elements obvious
* **Consistent styling** — Use uniform button styles and colors
* **Adequate spacing** — Ensure elements are easy to tap/click
* **Accessible design** — Support screen readers and keyboard navigation
### User Experience
* **Immediate feedback** — Show responses to interactions instantly
* **Clear expectations** — Let users know what will happen when they click
* **Logical flow** — Arrange elements in a natural progression
* **Mobile optimization** — Ensure touch-friendly sizing and spacing
### Performance
* **Fast loading** — Keep interactive elements lightweight
* **Smooth animations** — Use subtle transitions for better UX
* **Responsive design** — Work well on all screen sizes
* **Fallback options** — Provide alternatives for non-interactive scenarios
## Common Use Cases
* **Lead generation forms**
* **Product demonstrations**
* **Interactive tutorials**
* **Customer surveys**
* **Gamified experiences**
* **E-commerce product selection**
* **Training and assessments**
***
**Want to track user responses?** Learn about [variables and data fields](/app/workflows-branching-logic/variables-data-fields) to capture and use interaction data.
# Variables & Data Fields
Variables and data fields let you capture, store, and reuse information throughout your video flow. Track user responses, personalize content, and create dynamic experiences that adapt to each viewer.
## What Are Variables?
Variables are containers that store data during a viewer's journey through your video. They can hold:
* User responses to questions
* Data from your CRM or database
* Calculated values (scores, totals, etc.)
* System information (time, date, etc.)
## Types of Variables
### User Input Variables
Capture responses from interactive elements:
**Examples:**
* `user_name` — "John Smith"
* `company_size` — "Enterprise"
* `budget_range` — "$10,000-$50,000"
* `preferred_features` — \["Analytics", "Automation"]
### Calculated Variables
Derived from user interactions or data processing:
**Examples:**
* `quiz_score` — 85 (calculated from answers)
* `total_points` — 150 (sum of all interactions)
* `time_spent` — 245 (seconds in video)
* `completion_percentage` — 75%
### System Variables
Automatically provided by the platform:
**Examples:**
* `current_time` — "2024-01-15 14:30:00"
* `viewer_id` — "user\_12345"
* `session_start` — "2024-01-15 14:25:00"
* `device_type` — "mobile"
## Using Variables in Your Flow
### Displaying Variables
Show variable values in your content:
**Examples:**
* "Hello, {{user\_name}}!"
* "Your score: {{quiz\_score}}/100"
* "Based on your {{company\_size}} needs..."
* "You've earned {{total\_points}} points"
### Conditional Logic
Use variables to control branching:
**Examples:**
```
IF quiz_score >= 80 THEN show "Advanced" content
IF company_size = "Enterprise" THEN show enterprise features
IF total_points > 100 THEN show bonus offer
```
### Dynamic Content
Personalize based on stored data:
**Examples:**
* Show different product recommendations based on `preferred_features`
* Display custom pricing based on `budget_range`
* Adjust content length based on `time_spent`
## Real-World Examples
### Customer Onboarding Flow
```
Variables captured:
- user_name: "Sarah Johnson"
- company_size: "Mid-market"
- primary_goal: "Increase efficiency"
- team_size: 25
Used for:
- Personalized greeting: "Hi Sarah!"
- Relevant features: Show mid-market solutions
- Custom messaging: Focus on efficiency benefits
- Team recommendations: Suggest 25-user package
```
### Product Recommendation Quiz
```
Variables captured:
- budget: "$5,000-$10,000"
- use_case: "Marketing automation"
- experience_level: "Intermediate"
- timeline: "3 months"
Calculated:
- recommendation_score: 85
- best_product: "Pro Plan"
- estimated_roi: "$15,000"
Used for:
- Product recommendation: "Based on your needs, we recommend Pro Plan"
- ROI projection: "Expected ROI: $15,000"
- Next steps: "Schedule a demo for Pro Plan"
```
## Advanced Variable Features
### Variable Arrays
Store multiple values in a single variable:
**Examples:**
* `selected_features` — \["Analytics", "Automation", "Reporting"]
* `quiz_answers` — \["A", "B", "C", "A", "B"]
* `interaction_history` — \["clicked\_demo", "viewed\_pricing", "downloaded\_guide"]
### Variable Calculations
Perform math operations on variables:
**Examples:**
* `total_cost = base_price + add_ons`
* `discount_amount = original_price * 0.15`
* `final_score = (correct_answers / total_questions) * 100`
### Variable Persistence
Store variables across sessions:
**Examples:**
* Remember user preferences for future visits
* Track cumulative engagement across multiple videos
* Build user profiles over time
## Best Practices
### Variable Naming
* **Use descriptive names** — `user_company_size` instead of `var1`
* **Follow consistent conventions** — Use underscores for multi-word variables
* **Avoid reserved words** — Don't use system keywords
* **Document your variables** — Keep a list of what each variable stores
### Data Management
* **Validate input** — Ensure data is in expected format
* **Handle missing data** — Provide fallbacks for empty variables
* **Clean data** — Remove unnecessary spaces, format consistently
* **Secure sensitive data** — Don't store passwords or personal info in variables
### Performance
* **Limit variable count** — Too many variables can slow performance
* **Use appropriate data types** — Text, numbers, dates, etc.
* **Clean up unused variables** — Remove variables you no longer need
* **Optimize calculations** — Keep complex calculations simple
## Common Use Cases
* **Personalized greetings and messaging**
* **Dynamic product recommendations**
* **Quiz scoring and results**
* **Progress tracking and gamification**
* **A/B testing and optimization**
* **Lead qualification and scoring**
* **Customer journey mapping**
***
**Ready to personalize your content?** Learn about [dynamic data fields](/app/personalization-data-management/dynamic-data-fields) for advanced personalization.
# What is a Resize Trigger?
A Resize Trigger is a feature that ensures dynamic text elements in your video automatically scale to fit their designated area—no matter how short or long the content is.
This is especially useful in personalized videos where text length can vary depending on the viewer’s data (like names, cities, or product names). Instead of manually adjusting each design or risking awkward overflows, Resize Triggers allow you to maintain a clean, consistent layout across all variations.
### How It Works
When you apply a Resize Trigger to a text layer:
* The system monitors the text length and resizes the font or adjusts spacing accordingly.
* It ensures the text never spills out of its container, and maintains design integrity.
This is particularly important when using:
* Names of different lengths (e.g., “Jo” vs. “Alexandrianna”)
* Dynamic tokens from CRM data
* Multilingual content with varied word lengths
### When to Use Resize Triggers
* In templates designed for mass personalization
* When working with dynamic tokens or data-bound text
* When using scalable design systems that need to maintain alignment and spacing rules
### Best Practices
* Test your design using sample data sets with short, average, and long inputs.
# Personalization & Data Management
# Dynamic Data Fields
Dynamic data fields let you insert personalized content directly into your videos. Use variables, CRM data, and viewer information to create truly customized experiences for each person.
## What Are Dynamic Data Fields?
Dynamic data fields are placeholders that get replaced with actual data when your video is viewed. They let you create one video template that automatically personalizes for each viewer.
## Basic Dynamic Fields
### Personal Information
Insert basic viewer details:
**Examples:**
* `{{first_name}}` → "John"
* `{{last_name}}` → "Smith"
* `{{full_name}}` → "John Smith"
* `{{email}}` → ""
* `{{company}}` → "Acme Corp"
### Company Information
Use business data for B2B personalization:
**Examples:**
* `{{company_name}}` → "Acme Corporation"
* `{{industry}}` → "Technology"
* `{{company_size}}` → "Enterprise"
* `{{job_title}}` → "Marketing Director"
* `{{department}}` → "Marketing"
## Advanced Dynamic Fields
### Conditional Content
Show different content based on data:
**Examples:**
* `{{if company_size = "Enterprise"}}Enterprise features{{else}}Standard features{{/if}}`
* `{{if industry = "Healthcare"}}HIPAA-compliant solutions{{else}}Standard security{{/if}}`
* `{{if total_spent > 1000}}VIP customer{{else}}Regular customer{{/if}}`
### Calculated Fields
Use math operations on your data:
**Examples:**
* `{{days_since_signup}}` → "45"
* `{{total_orders}}` → "12"
* `{{average_order_value}}` → "$150"
* `{{lifetime_value}}` → "$1,800"
### Date and Time Fields
Insert current or relative dates:
**Examples:**
* `{{current_date}}` → "January 15, 2024"
* `{{days_until_expiry}}` → "7"
* `{{last_purchase_date}}` → "December 20, 2023"
* `{{subscription_renewal_date}}` → "February 15, 2024"
## Real-World Examples
### Welcome Video
```
"Hi {{first_name}}! Welcome to {{company_name}}.
Based on your {{industry}} background, we think you'll love our {{if industry = "Technology"}}developer tools{{else}}business solutions{{/if}}.
You've been with us for {{days_since_signup}} days and have made {{total_orders}} orders. That's amazing!"
```
### Product Recommendation
```
"{{first_name}}, we noticed you've been looking at {{recently_viewed_products}}.
Since you're in the {{industry}} industry, we think you might also like {{recommended_product}}.
Your {{company_size}} company could save {{estimated_savings}} annually with this solution."
```
### Abandoned Cart Recovery
```
"Hey {{first_name}}!
We noticed you left {{abandoned_product}} in your cart {{hours_since_abandoned}} hours ago.
Don't forget - you have {{items_in_cart}} items waiting for you, worth {{cart_total}}.
{{if days_since_last_purchase > 30}}As a returning customer, here's a special {{discount_percentage}} discount!{{/if}}"
```
## Using Dynamic Fields in Different Elements
### Text Elements
Insert personalized text in any text field:
* Headlines: "Welcome back, {{first\_name}}!"
* Body text: "Your {{company\_name}} account has been active for {{days\_since\_signup}} days"
* CTAs: "Get your {{personalized\_offer}} now"
### Image Elements
Use dynamic images based on data:
* Product images: Show different products based on preferences
* Logo variations: Display industry-specific branding
* Personalized graphics: Create custom visuals for each viewer
### Video Elements
Insert dynamic video content:
* Personalized video clips: Show different product demos
* Custom intros: Record multiple versions for different audiences
* Dynamic endings: Tailor conclusions based on viewer data
## Best Practices
### Data Preparation
* **Clean your data** — Remove duplicates and fix formatting issues
* **Use consistent naming** — Follow a standard format for field names
* **Provide fallbacks** — Always have default values for missing data
* **Test thoroughly** — Preview with different data sets
### Content Strategy
* **Start simple** — Begin with basic name and company personalization
* **Add context** — Use data to provide relevant information
* **Be natural** — Make personalization feel conversational, not forced
* **Respect privacy** — Don't over-personalize with sensitive information
### Technical Considerations
* **Field limits** — Keep dynamic content within reasonable length limits
* **Loading performance** — Too many dynamic fields can slow video loading
* **Error handling** — Plan for cases where data is missing or invalid
* **Caching** — Understand how dynamic content is cached and updated
# CSV Upload & Mapping
Import your contact lists and map data fields to personalize videos at scale. Upload CSV files with your audience data and automatically create personalized experiences for each contact.
## Preparing Your CSV File
### Required Format
Your CSV file should have:
* **Header row** with column names
* **One row per contact**
* **Email addresses** (required for identification)
* **Consistent formatting** (no extra spaces, proper delimiters)
### Sample CSV Structure
```csv
email,first_name,last_name,company,industry,company_size,job_title
john.smith@acme.com,John,Smith,Acme Corp,Technology,Enterprise,Marketing Director
sarah.jones@startup.com,Sarah,Jones,Startup Inc,Finance,Small,CEO
mike.wilson@enterprise.com,Mike,Wilson,Enterprise LLC,Healthcare,Large,IT Manager
```
## Uploading Your CSV
### Step 1: Access the Upload Interface
1. Go to your project's **Data** section
2. Click **Upload CSV** or **Import Contacts**
3. Select your prepared CSV file
### Step 2: Preview and Validate
* Review the first few rows of your data
* Check that column headers are recognized correctly
* Verify data types (text, numbers, dates) are detected properly
* Look for any formatting issues or missing data
### Step 3: Map Your Fields
Match your CSV columns to Blings data fields:
**Common Mappings:**
* `email` → Email Address (required)
* `first_name` → First Name
* `last_name` → Last Name
* `company` → Company Name
* `industry` → Industry
* `company_size` → Company Size
* `job_title` → Job Title
## Field Mapping Options
### Standard Fields
Pre-defined fields that work with our templates:
**Personal Information:**
* First Name, Last Name, Full Name
* Email Address, Phone Number
* Title, Department, Job Level
**Company Information:**
* Company Name, Industry
* Company Size, Revenue Range
* Location, Country, Time Zone
**Custom Fields:**
* Any additional data you want to use
* Product preferences, purchase history
* Custom attributes specific to your business
### Advanced Mapping
Create custom field mappings for unique data:
**Examples:**
* `customer_segment` → Segment
* `total_purchases` → Purchase Count
* `last_order_date` → Last Purchase Date
* `preferred_products` → Product Preferences
## Data Validation and Cleaning
### Automatic Validation
The system checks for:
* **Valid email formats** — Ensures proper email structure
* **Required fields** — Identifies missing critical data
* **Data consistency** — Flags unusual values or formats
* **Duplicate detection** — Finds and handles duplicate entries
### Manual Review
Review flagged issues:
* **Invalid emails** — Fix or remove malformed addresses
* **Missing data** — Decide whether to exclude or use defaults
* **Format inconsistencies** — Standardize date formats, company names, etc.
* **Outliers** — Review unusual values that might be errors
## Best Practices
### Data Preparation
* **Clean before upload** — Remove duplicates and fix formatting
* **Use consistent naming** — Standardize company names, job titles, etc.
* **Validate email addresses** — Ensure all emails are valid and active
* **Test with sample data** — Upload a small subset first to test mapping
### Field Mapping
* **Map all relevant fields** — Don't leave useful data unmapped
* **Use descriptive names** — Make field names clear and consistent
* **Consider data types** — Ensure numbers, dates, and text are properly categorized
* **Plan for growth** — Structure your data to accommodate future fields
### Quality Assurance
* **Preview personalized content** — Test how your data looks in videos
* **Check for missing data** — Ensure fallbacks work for empty fields
* **Validate personalization** — Confirm dynamic content displays correctly
* **Monitor performance** — Track how personalized videos perform
## Common Issues and Solutions
### Upload Problems
* **File too large** — Split into smaller files or compress
* **Encoding issues** — Save as UTF-8 format
* **Delimiter confusion** — Use commas, not semicolons or tabs
* **Header row issues** — Ensure first row contains column names
### Mapping Issues
* **Unrecognized fields** — Create custom field mappings
* **Data type mismatches** — Adjust field types in mapping
* **Missing required fields** — Add default values or exclude records
* **Duplicate field names** — Rename conflicting columns
### Data Quality Issues
* **Inconsistent formatting** — Standardize before upload
* **Missing values** — Decide on fallback strategies
* **Invalid data** — Clean or exclude problematic records
* **Outdated information** — Update data before uploading
## Advanced Features
### Batch Processing
* **Large file support** — Upload files with thousands of contacts
* **Background processing** — Continue working while data uploads
* **Progress tracking** — Monitor upload and processing status
* **Error reporting** — Get detailed reports on any issues
### Data Updates
* **Incremental updates** — Add new contacts without re-uploading all data
* **Field updates** — Modify existing contact information
* **Sync capabilities** — Keep data current with regular updates
* **Version control** — Track changes to your contact data
***
**Need to pass data via URLs?** Learn about [URL parameters](/app/personalization-data-management/url-parameters) for dynamic personalization.
# URL Parameters
Pass data through URLs to create dynamic, personalized video experiences. URL parameters let you personalize content in real-time without pre-uploading contact lists.
## What Are URL Parameters?
URL parameters are key-value pairs added to the end of a video URL that pass data directly to the video. They allow for instant personalization without requiring data to be uploaded beforehand.
## Basic URL Parameter Structure
### Standard Format
```
https://your-video-url.com/video?parameter=value¶meter2=value2
```
### Example URLs
```
https://app.blings.com/video/abc123?name=John&company=Acme
https://app.blings.com/video/abc123?first_name=Sarah&industry=Technology&budget=50000
https://app.blings.com/video/abc123?email=john@company.com&role=Manager&size=Enterprise
```
## Common URL Parameters
### Personal Information
```
?first_name=John
?last_name=Smith
?email=john.smith@company.com
?phone=+1-555-123-4567
```
### Company Information
```
?company=Acme Corporation
?industry=Technology
?company_size=Enterprise
?job_title=Marketing Director
?department=Marketing
```
### Custom Data
```
?customer_id=12345
?product_interests=analytics,automation
?budget_range=50000-100000
?timeline=3_months
?use_case=lead_generation
```
## Using URL Parameters in Your Videos
### Text Personalization
Insert URL parameter values into your video content:
**Examples:**
* "Hello, {{first\_name}}!" (from `?first_name=John`)
* "Welcome to {{company}}!" (from `?company=Acme`)
* "As a {{job\_title}}, you'll love..." (from `?job_title=Manager`)
### Conditional Content
Show different content based on URL parameters:
**Examples:**
* `{{if company_size = "Enterprise"}}Enterprise features{{else}}Standard features{{/if}}`
* `{{if industry = "Healthcare"}}HIPAA-compliant solutions{{else}}Standard security{{/if}}`
* `{{if budget_range = "50000-100000"}}Premium package{{else}}Basic package{{/if}}`
### Dynamic CTAs
Customize call-to-action buttons:
**Examples:**
* "Schedule a demo for {{company}}" (from `?company=Acme`)
* "Get {{personalized\_offer}} now" (from `?personalized_offer=20% discount`)
* "Contact {{sales\_rep}}" (from `?sales_rep=Sarah Johnson`)
## Real-World Examples
### Sales Outreach
```
https://app.blings.com/video/abc123?first_name=John&company=Acme&industry=Technology&budget=75000&sales_rep=Sarah
Video content:
"Hi {{first_name}}! I noticed {{company}} is in the {{industry}} space.
Given your {{budget}} budget, I think you'd be perfect for our Enterprise plan.
{{sales_rep}} from our team would love to show you how we can help."
```
### Product Demo
```
https://app.blings.com/video/def456?name=Mike&role=CTO&company_size=Startup&use_case=scaling
Video content:
"{{name}}, as a {{role}} at a {{company_size}} company, I know you're focused on {{use_case}}.
Let me show you how our platform can help you scale efficiently..."
```
### Event Invitation
```
https://app.blings.com/video/ghi789?first_name=Lisa&industry=Finance&location=New York&event_date=March 15
Video content:
"{{first_name}}, we're hosting a {{industry}} summit in {{location}} on {{event_date}}.
As a leader in the {{industry}} space, we'd love to have you join us..."
```
## Best Practices
### URL Structure
* **Keep it clean** — Use simple, descriptive parameter names
* **Encode special characters** — Use URL encoding for spaces and special characters
* **Limit parameter count** — Too many parameters can make URLs unwieldy
* **Use consistent naming** — Follow a standard format across all URLs
### Data Handling
* **Validate parameters** — Check for required parameters and valid formats
* **Provide fallbacks** — Have default values for missing parameters
* **Sanitize input** — Clean and validate all parameter data
* **Handle errors gracefully** — Show appropriate content for invalid parameters
### Security Considerations
* **Don't include sensitive data** — Avoid passwords, API keys, or personal identifiers
* **Use HTTPS** — Always use secure URLs for parameter passing
* **Validate on server side** — Don't trust client-side parameter validation
* **Log parameter usage** — Track which parameters are being used
## Advanced URL Parameter Features
### Multiple Values
Pass arrays or multiple values:
```
?interests=analytics,automation,reporting
?products=product1,product2,product3
?features=feature1&features=feature2&features=feature3
```
### Encoded Values
Handle special characters and spaces:
```
?company=Acme%20Corporation (space encoded as %20)
?name=Jos%C3%A9 (accented character encoded)
?message=Hello%20World (multiple spaces encoded)
```
### Dynamic URL Generation
Create URLs programmatically:
**JavaScript Example:**
```javascript
const params = new URLSearchParams({
first_name: 'John',
company: 'Acme',
industry: 'Technology'
});
const url = `https://app.blings.com/video/abc123?${params}`;
```
## Integration Examples
### CRM Integration
Generate personalized URLs from your CRM:
```
https://app.blings.com/video/abc123?first_name={{contact.first_name}}&company={{contact.company}}&industry={{contact.industry}}
```
### Email Marketing
Include personalized video links in emails:
```
"Hi {{first_name}}, check out this personalized demo: https://app.blings.com/video/abc123?name={{first_name}}&company={{company}}"
```
### Website Integration
Pass visitor data to videos:
```
https://app.blings.com/video/abc123?referrer=website&page=product&interest={{current_product}}
```
## Common Use Cases
* **Sales outreach and demos**
* **Email marketing campaigns**
* **Website personalization**
* **Event invitations**
* **Product recommendations**
* **Customer onboarding**
* **Lead nurturing**
***
**Want to combine multiple data sources?** Learn about [variables and data enrichment](/app/personalization-data-management/variables-data-enrichment) for richer personalization.
# Variables & Data Enrichment
Combine multiple data sources to create richer, more personalized video experiences. Use variables and data enrichment to build comprehensive viewer profiles and deliver highly targeted content.
## What Is Data Enrichment?
Data enrichment enhances your existing contact data by adding additional information from multiple sources. This creates more complete viewer profiles for better personalization.
## Data Sources for Enrichment
### Internal Data
Information from your own systems:
**CRM Data:**
* Contact information (name, email, company)
* Purchase history and transaction data
* Interaction history and engagement metrics
* Account status and subscription details
**Website Analytics:**
* Pages visited and time spent
* Search queries and interests
* Device and browser information
* Geographic location and time zone
**Email Marketing:**
* Open rates and click-through rates
* Email preferences and subscription status
* Campaign engagement history
* A/B test performance data
### External Data
Information from third-party sources:
**Company Intelligence:**
* Company size and revenue
* Industry and sector classification
* Technology stack and tools used
* Recent news and company events
**Demographic Data:**
* Age, gender, and location
* Education and professional background
* Income level and purchasing power
* Lifestyle and interest categories
**Behavioral Data:**
* Online browsing patterns
* Social media activity
* Professional networks and connections
* Content consumption preferences
## Combining Data Sources
### Multi-Source Variables
Create variables that combine data from multiple sources:
**Example:**
```
user_profile = {
basic_info: {first_name, last_name, email, company},
crm_data: {purchase_history, account_status, interaction_count},
website_data: {pages_visited, time_on_site, interests},
enriched_data: {company_size, industry, technology_stack}
}
```
### Calculated Variables
Derive new insights from combined data:
**Examples:**
* `engagement_score` = (email\_opens \* 0.3) + (website\_visits \* 0.4) + (purchase\_frequency \* 0.3)
* `lifetime_value` = total\_purchases + (predicted\_future\_value \* 0.7)
* `churn_risk` = calculate\_risk\_score(account\_age, usage\_pattern, support\_tickets)
* `upsell_potential` = analyze\_purchase\_patterns\_and\_gaps
## Real-World Enrichment Examples
### B2B Customer Profile
```
Base Data (CRM):
- Name: John Smith
- Company: TechStart Inc
- Email: john@techstart.com
- Role: CTO
Enriched Data:
- Company Size: 50-100 employees
- Industry: SaaS/Technology
- Revenue: $5M-$10M
- Technology Stack: AWS, React, Node.js
- Recent Funding: Series A ($2M)
- Location: San Francisco, CA
Combined Insights:
- High-growth startup in competitive market
- Technical decision maker with budget authority
- Likely interested in scaling solutions
- Geographic proximity to sales team
```
### E-commerce Customer Profile
```
Base Data (Website):
- Email: sarah@email.com
- Recent Purchase: $150
- Pages Visited: Product pages, reviews
Enriched Data:
- Age: 28-35
- Location: New York, NY
- Income Level: $75K-$100K
- Interests: Fashion, Technology, Travel
- Social Media: Active on Instagram, Pinterest
Combined Insights:
- Fashion-conscious millennial with disposable income
- Values social proof and reviews
- Likely to respond to visual content
- Potential for premium product recommendations
```
## Advanced Enrichment Techniques
### Predictive Scoring
Use enriched data to predict future behavior:
**Lead Scoring:**
```
score = 0
IF company_size = "Enterprise" THEN score += 20
IF industry = "Technology" THEN score += 15
IF job_title = "Decision Maker" THEN score += 25
IF website_engagement = "High" THEN score += 20
IF email_engagement = "High" THEN score += 20
IF score >= 80 THEN "Hot Lead"
IF score >= 60 THEN "Warm Lead"
ELSE "Cold Lead"
```
### Segmentation
Create dynamic segments based on enriched data:
**Examples:**
* High-Value Enterprise Customers
* At-Risk Subscribers
* Upsell Opportunities
* New Market Prospects
* Product Evangelists
### Personalization Rules
Use enriched data to customize content:
**Examples:**
```
IF company_size = "Enterprise" AND industry = "Healthcare"
THEN show HIPAA-compliant features
IF engagement_score > 80 AND purchase_history = "High"
THEN show VIP exclusive content
IF churn_risk > 70
THEN show retention-focused messaging
```
## Implementation Strategies
### Data Integration
Connect multiple data sources:
**API Integrations:**
* CRM systems (Salesforce, HubSpot, Pipedrive)
* Marketing automation (Marketo, Pardot, ActiveCampaign)
* Analytics platforms (Google Analytics, Mixpanel)
* Enrichment services (Clearbit, ZoomInfo, FullContact)
### Data Processing
Clean and standardize enriched data:
**Steps:**
1. **Data validation** — Check for accuracy and completeness
2. **Format standardization** — Ensure consistent data formats
3. **Deduplication** — Remove duplicate or conflicting information
4. **Quality scoring** — Rate data reliability and freshness
### Privacy and Compliance
Handle enriched data responsibly:
**Considerations:**
* **Data consent** — Ensure proper permissions for data enrichment
* **GDPR compliance** — Respect data subject rights
* **Data retention** — Set appropriate storage and deletion policies
* **Security measures** — Protect sensitive enriched information
## Best Practices
### Data Quality
* **Validate sources** — Use reliable, up-to-date enrichment services
* **Regular updates** — Keep enriched data current and relevant
* **Accuracy checks** — Verify enriched data against known information
* **Fallback strategies** — Have defaults for missing or unreliable data
### Performance
* **Caching** — Store enriched data to reduce API calls
* **Batch processing** — Enrich data in bulk when possible
* **Incremental updates** — Only refresh changed or new data
* **Rate limiting** — Respect API limits and quotas
### User Experience
* **Relevant personalization** — Use enrichment to add value, not creepiness
* **Transparency** — Be clear about how data is used
* **Opt-out options** — Allow users to control data enrichment
* **Testing** — A/B test enriched personalization for effectiveness
## Common Use Cases
* **Account-based marketing**
* **Lead scoring and qualification**
* **Customer lifecycle management**
* **Churn prediction and prevention**
* **Upsell and cross-sell opportunities**
* **Market expansion and targeting**
* **Product development insights**
***
**Need to ensure data quality?** Learn about [data quality and spam prevention](/app/personalization-data-management/data-quality-spam-prevention) to maintain effective campaigns.
# Data Quality & Spam Prevention
Maintain high-quality data and prevent spam to ensure your personalized video campaigns are effective and deliverable. Clean data leads to better personalization and higher engagement rates.
## Data Quality Best Practices
### Email Validation
Ensure your email addresses are valid and deliverable:
**Validation Checks:**
* **Format validation** — Proper email structure ()
* **Domain validation** — Valid domain names and MX records
* **Disposable email detection** — Filter out temporary email services
* **Role-based email detection** — Identify generic addresses (info@, admin@)
**Common Issues:**
* `john@company` (missing domain extension)
* `john.company.com` (missing @ symbol)
* `john@company..com` (double dots)
* `john@company.com.` (trailing dot)
### Data Cleaning
Maintain clean, consistent data:
**Standardization:**
* **Name formatting** — Consistent capitalization and spacing
* **Company names** — Standardize variations (Inc, LLC, Corp)
* **Phone numbers** — Consistent format and country codes
* **Addresses** — Standardized abbreviations and formatting
**Deduplication:**
* **Exact matches** — Remove identical records
* **Fuzzy matching** — Identify similar records (John Smith vs Jon Smith)
* **Cross-field matching** — Match by email, phone, or other unique identifiers
### Data Completeness
Ensure essential information is available:
**Required Fields:**
* Email address (primary identifier)
* First name (for personalization)
* Company name (for B2B campaigns)
**Optional but Valuable:**
* Last name, job title, industry
* Company size, location, phone number
* Custom fields specific to your business
## Spam Prevention Strategies
### Email List Hygiene
Maintain clean email lists to avoid spam filters:
**Regular Maintenance:**
* **Remove bounced emails** — Hard bounces indicate invalid addresses
* **Clean inactive subscribers** — Remove contacts who haven't engaged in 6+ months
* **Update outdated information** — Refresh stale data regularly
* **Monitor engagement metrics** — Track opens, clicks, and conversions
**Engagement Scoring:**
```
engagement_score = (opens * 0.4) + (clicks * 0.4) + (conversions * 0.2)
IF engagement_score < 0.1 THEN flag_for_removal
```
### Permission Management
Ensure proper consent and opt-in practices:
**Opt-in Requirements:**
* **Explicit consent** — Clear opt-in language and checkboxes
* **Double opt-in** — Email confirmation for new subscribers
* **Opt-out options** — Easy unsubscribe process
* **Consent records** — Track when and how consent was given
**Consent Language Examples:**
* "I agree to receive personalized video content from \[Company]"
* "I consent to receive marketing communications via email"
* "I understand I can unsubscribe at any time"
### Content Quality
Create content that avoids spam filters:
**Subject Line Best Practices:**
* **Avoid spam triggers** — No excessive punctuation, caps, or urgency words
* **Be descriptive** — Clear, relevant subject lines
* **Personalize naturally** — Use names and company information appropriately
* **Test variations** — A/B test subject lines for effectiveness
**Content Guidelines:**
* **Relevant personalization** — Use data to add value, not just for show
* **Clear value proposition** — Explain what viewers will gain
* **Professional tone** — Avoid overly promotional language
* **Mobile optimization** — Ensure videos work well on all devices
## Technical Spam Prevention
### Authentication
Use proper email authentication to improve deliverability:
**SPF Records:**
```
v=spf1 include:_spf.blings.com ~all
```
**DKIM Signing:**
* Sign emails with DKIM keys
* Verify signatures are valid
* Monitor authentication rates
**DMARC Policy:**
```
v=DMARC1; p=quarantine; rua=mailto:dmarc@yourcompany.com
```
### Sending Best Practices
Follow email sending best practices:
**Volume Management:**
* **Gradual ramp-up** — Start with small volumes and increase gradually
* **Consistent sending** — Maintain regular sending patterns
* **Avoid spikes** — Don't send large volumes suddenly
* **Monitor feedback** — Track bounces, complaints, and engagement
**Timing Optimization:**
* **Best sending times** — Tuesday-Thursday, 10 AM - 2 PM
* **Time zone consideration** — Send when recipients are active
* **Frequency limits** — Don't overwhelm subscribers
* **Seasonal adjustments** — Account for holidays and busy periods
## Monitoring and Maintenance
### Data Quality Metrics
Track key metrics to maintain data quality:
**Email Metrics:**
* **Bounce rate** — Target < 2% for good deliverability
* **Complaint rate** — Target < 0.1% to avoid spam filters
* **Engagement rate** — Track opens, clicks, and conversions
* **List growth rate** — Monitor organic list growth
**Data Quality Indicators:**
* **Completeness rate** — Percentage of records with required fields
* **Accuracy rate** — Valid email addresses and information
* **Freshness score** — How recently data was updated
* **Uniqueness rate** — Percentage of duplicate-free records
### Regular Audits
Conduct periodic data quality reviews:
**Monthly Tasks:**
* Review bounce and complaint reports
* Clean up invalid email addresses
* Update engagement scoring
* Monitor deliverability metrics
**Quarterly Tasks:**
* Comprehensive data quality audit
* Update data enrichment sources
* Review and update consent records
* Analyze engagement trends
**Annual Tasks:**
* Full data quality assessment
* Update data retention policies
* Review compliance requirements
* Plan data quality improvements
## Compliance Considerations
### GDPR Compliance
Follow data protection regulations:
**Requirements:**
* **Lawful basis** — Clear legal basis for data processing
* **Data minimization** — Only collect necessary information
* **Right to erasure** — Allow users to delete their data
* **Data portability** — Enable data export requests
**Implementation:**
* **Consent management** — Track and manage user consent
* **Privacy notices** — Clear information about data use
* **Data processing records** — Document how data is used
* **Breach notification** — Plan for data breach response
### CAN-SPAM Compliance
Follow email marketing regulations:
**Requirements:**
* **Accurate headers** — Honest subject lines and sender information
* **Clear identification** — Identify messages as advertisements
* **Physical address** — Include valid postal address
* **Unsubscribe mechanism** — Provide easy opt-out process
## Tools and Resources
### Data Quality Tools
* **Email validation services** — Verify email addresses
* **Data cleaning software** — Standardize and deduplicate data
* **Enrichment services** — Add missing information
* **Monitoring platforms** — Track data quality metrics
### Spam Prevention Tools
* **Authentication services** — SPF, DKIM, DMARC setup
* **Deliverability monitoring** — Track inbox placement
* **Spam filter testing** — Test content before sending
* **Reputation monitoring** — Track sender reputation
***
**Concerned about data privacy?** Learn about [data privacy and storage](/app/welcome-getting-started/data-privacy-storage) to understand how we protect your information.
# Integrations & CRM Guides
Blings plugs straight into the marketing tools you already use—turning static emails into hyper‑personalized video experiences. This collection walks you through every supported integration, with copy‑and‑paste merge‑tag syntax, UI screenshots to guide mapping, and testing check‑lists so you can launch with confidence.
***
> **Security & Privacy with CRM Data**
>
> Blings does not collect or store personal data from your CRM. All data is passed **client-side only** when the user opens the email.
>
> * **Zero data storage** – We never save names, emails, or values
> * **GDPR-ready** – Full privacy compliance
> * **Works with any CRM** – No integration risk, no backend exposure
# Turn your video link into a high-performing email
You've copied your video link, great! Now here's how to put it in front of the right people with an email setup that drives opens and clicks.
{% stepper %}
{% step %}
### Open your email editor
Head to your email platform and create a new campaign or one-off email.
{% hint style="info" %}
If you'd like to start small, you can send this email to a subset of your audience.
{% endhint %}
{% endstep %}
{% step %}
### Write a subject line that gets your email opened
We recommend using a subject line that feels personal and makes the recipient curious to open. Here's one that works well:
> Subject example: **We created a video especially for you**
{% hint style="info" %}
**Why this works**
This subject line feels personal and creates curiosity, your customer sees that something was made just for them, which drives higher open rates compared to generic subject lines.
Feel free to personalize it further — for example, add your recipient's name or reference your product. The key is to keep it short, personal, and intriguing.
{% endhint %}
{% endstep %}
{% step %}
### Add a "Watch your video" CTA
In your email, add a clear and prominent "**Watch your video**" CTA button. Make it the focal point of your email design.
{% hint style="info" %}
**Why this works**
A dedicated "Watch your video" CTA button drives higher click-through rates because it feels personal and action-oriented. The more clearly the button stands out, the more customers will click it — regardless of the marketing use case.
Don't bury it under long paragraphs. A focused email with a strong CTA consistently outperforms a cluttered one.
{% endhint %}
{% endstep %}
{% step %}
### Paste the video link as the CTA link address
In your email editor, select the "Watch your video" CTA button and open its settings. Paste the video-link you copied from Blings as the button's destination URL.
{% hint style="info" %}
#### **Every element works together to maximize exposure**
Whatever your use case — product demo, onboarding, outreach, or campaign recap — this structure consistently gets more of your customers to actually watch your video.
:check: **Relevant subject line -** More customers open the email in the first place
:check: **Focused intro -** Keeps the reader engaged and moving toward the CTA
:check: **"Watch your video" CTA -** Drives higher click-through and gets more eyes on your video
:check: **Video link as destination** - Every click lands the customer on their personalized video
{% endhint %}
{% endstep %}
{% step %}
### Run it as an A/B test first
If you'd like to compare Blings' impact against your existing campaign before committing to a full send, start with a subset of your audience. Send the Blings video email to a portion of your list, and keep your regular email running for the rest. Then let the results speak for themselves.
{% endstep %}
{% endstepper %}
### Good to know
A common question new clients raise:
> "Before Blings, customers clicked my email CTA and went straight to my landing page.\
> Now the video is in between — what's the benefit?"
This is a great question, and the short answer is in what happens before customers reach your landing page
**The video warms up your customers before they arrive**
Previously, a customer would click your CTA and land on your page cold, with no context, no connection, and no emotional pull. With Blings, they watch a personalized video first. By the time they reach your landing page, they're already engaged, informed, and primed to act.\
A warmed-up visitor is far more likely to convert. That extra step isn't a detour — it's what turns a passive click into an engaged customer.
{% hint style="info" %}
**What to expect**
Clients who use Blings as a warm-up step consistently see higher engagement on their landing pages, compared to sending customers there directly.
{% endhint %}
# General Integration Concepts
## Embed Options: Video Link vs Visual Placeholder
| Method | Where to add in your CRM | How-to |
| ------------------------------------ | ------------------------ | ------------------------------------------------------------------------------------------------------------------ |
| **Video Link (URL)** | Button/Image link field | Copy the PURL from Blings and paste it into the link/URL setting of your email component. |
| **Visual Placeholder (HTML banner)** | HTML/Code content block | In Blings, click **Copy HTML**. In your CRM’s email editor, drag in an HTML (or Code) block and paste the snippet. |
## Test Your CRM Integration
Test your CRM integration
* Send to at least two contacts with/without first name.
* Click-through opens video with correct data.
* Analytics event logs viewer’s email/ID.
* Mobile and desktop rendering verified.
## Link-Tracking & UTM Best Practices
Use UTM parameters to measure video link performance:
```markdown
https://app.blings.io/xyz/embed?name={{ contact.firstname }}&utm_source=hubspot&utm_medium=email&utm_campaign=onboarding
```
* Set **utm\_source** to the CRM or tool.
* Set **utm\_medium** to email, push, etc.
* Set **utm\_campaign** to match your internal campaign name.
* Track results in Google Analytics or your BI tool.
## Merge‑Tag Quick‑Reference Table
| Platform | First‑Name Syntax | Notes |
| -------------- | ------------------------- | ----------------------------------- |
| HubSpot | `{{ contact.firstname }}` | Supports default values |
| SFMC | `%%FirstName%%` | Works in Email Studio & CloudPages |
| Klaviyo | `{{ first_name }}` | Filters: `default:''`, `url_encode` |
| Braze | `{{${first_name}}}` | Liquid subset |
| Iterable | `{{recipient.firstName}}` | Case‑sensitive |
| ActiveCampaign | `%FIRSTNAME%` | Use Personalize → First Name |
| Mailchimp | \`\* | FNAME |
| Marketo | `{{lead.First Name}}` | Add `:default=` filter |
| Zoho | `${Contacts.First Name}` | Type `#` to insert |
| Pipedrive | `{{Person First Name}}` | Insert field button |
{% hint style="info" %}
Use URL‑safe encoding on text variables that may contain spaces; most CRMs offer a `url_encode` filter or equivalent.
{% endhint %}
# HubSpot Integration Guide
{% stepper %}
{% step %}
### Find Personalization tokens
To find and use HubSpot's personalized tokens:
1. Open any email in the editor.
2. Click to edit any text block
3. At the top-right corner, click **‘Personalize’** to open the menu.
4. Select the token you want (e.g. First name, City, Lifecycle stage).
5. In the text block, the token will appear as a **closed element** (not the actual token).
6. To copy the actual token, go to **More → Source code.** This opens the HTML view.
7. In the HTML, you’ll see the actual token. For example: `{{ company.name }}`
8. Copy each token and paste it into its relevant **variable field** in your project's **Connect** page.
{% endstep %}
{% step %}
### Add the Video link to your campaign
Once the relevant tokens have been added, **Copy your video link,** and in your HubSpot email campaign, paste it into any clickable element (e.g., image or button).
(Your tokens are baked in the video link, so each recipient sees a video made just for them)
{% hint style="info" %}
[Get more from your video: Tips for a higher-performing email](/app/integrations-crm-guides/turn-your-video-link-into-a-high-performing-email)
{% endhint %}
{% endstep %}
{% endstepper %}
For more info, see [HubSpot’s guide](https://knowledge.hubspot.com/marketing-email/use-personalization-tokens)
Pro Tips
* In the case the data is not known, utilize a fallback field: `{{ contact.firstname | default("there") }}`.
* Trigger **If/Then Branch** in workflows after the video‑completed event from Blings.
## Official Resources
* [HubSpot: Use Personalization Tokens](https://knowledge.hubspot.com/marketing-email/use-personalization-tokens)
# Salesforce Marketing Cloud Integration Guide
### **Using personalization strings in Salesforce Marketing Cloud**
In Salesforce Marketing Cloud (SFMC), personalization strings let you insert subscriber attributes (like first name, email, or custom fields) into your messages. To use them in Blings:
1. Open any **email** in Content Builder or Email Studio.
2. Click to edit a text block.
3. In the toolbar, click **Personalization → Insert Attribute** (sometimes shown as *Insert → Personalization String*).
4. Select the attribute you want (e.g. First Name).
5. The token will appear inline as a token. For examples: First Name → `%%FirstName%%`
6. Copy the token and paste it into the relevant variable field in the Blings **Connect** page.
For more details, see [Salesforce’s guide](https://www.salesforce.com/eu/marketing/email/personalization/)
### Using Merge Fields in Salesforce CPQ
In Salesforce CPQ, your template content can store fields that show field values from different objects. These merge fields are automatically updated in your content when the referenced field is updated on the other object. This process is useful if you want template content to reflect changes made elsewhere in your org.
1. In the toolbar, click "Insert Merge Field."
2. In the Merge Field window, select the relevant Merge Field and insert it into your email.
Troubleshooting
| Issue | Fix |
| --------------------- | --------------------------------------------------- |
| Broken link in test | Ensure DE column names match personalization string |
| Extra `&` encoded | Use *HTML Paste* block not *Text* |
**Official Resources:**
* [SFMC: Personalization Strings](https://help.salesforce.com/articleView?id=mc_es_personalization_strings.htm)
* [SFMC: AMPScript Syntax & Functions](https://developer.salesforce.com/docs/atlas.en-us.mc-programmatic-content.meta/mc-programmatic-content/ampscript_syntax_and_functions.htm)
* [SCPQ: Merge Fields](https://help.salesforce.com/s/articleView?id=sales.cpq_merge_fields.htm\&type=5)
* [SFMC: Personalizing Merge Fields](https://help.salesforce.com/s/articleView?id=mktg.mktg_content_personalization_merge_fields.htm\&type=5)
# Braze Integration Guide
### Step 1: **Finding Liquid Tags**
In Braze, personalization tags (AKA **Liquid Tags**) let you insert user profile data (like first name or city) into your messages. To use them in Blings:
1. Open any **email** **campaign** in Braze.
2. In the editor's left toolbar, click **Personalization**
3. Select the **attribute** you want (e.g., First Name, Last Name, Email, City).
4. Click the copy icon to copy the token.
5. In the Blings **Connect** page, paste the tokens into the relevant **variable fields.**
### Step 2: Adding the Video link
1. Once the relevant tokens have been added, copy the **video link**\
and paste it into your Braze email campaign's CTA as its link address.
2. Send a **Test Email** through Braze to confirm the code.
{% hint style="info" %}
[Get more from your video: Tips for a higher-performing email](/app/integrations-crm-guides/turn-your-video-link-into-a-high-performing-email)
{% endhint %}
For more info, see [Braze guide](https://www.braze.com/docs/user_guide/personalization_and_dynamic_content/liquid/using_liquid)
Pro Tips
* Use Liquid filters for fallback(AKA "Default value ): `{{${first_name} | default: 'there'}}`.
**Official Resources:**
* [Braze: Email Personalization & Liquid Tags](https://www.braze.com/docs/user_guide/personalization_and_dynamic_content)
* [Braze: Liquid Use Cases](https://www.braze.com/docs/user_guide/personalization_and_dynamic_content/liquid/using_liquid/#assigning-variables)
# Copy of Braze for enterprise
### Test & Preview:
For more info, see [Braze guide](https://www.braze.com/docs/user_guide/personalization_and_dynamic_content/liquid/using_liquid)
* Here is a code you may use for testing purposes:
```
```
###
###
### **Finding Liquid Tags**
In Braze, personalization tags (AKA *liquid tags*) let you insert user profile data (like first name or city) into your messages. To use them in Blings:
1. Open any **campaign** in Braze.
2. Click to edit the text block
3. In the editor toolbar, click **Insert Personalization → User Attribute**.
4. Select the attribute you want (e.g. First Name, Last Name, Email, City).
5. The token will appear inline as raw code in the Liquid Snippet box. For example: First Name → `{{${first_name}}}`
6. Copy the token and paste it into the relevant variable field in the Blings **Connect** page.
7. Copy the video URL and paste it into your Braze email campaign
8. Send a **Test Email** through Braze to confirm the code.
Advanced Tips
* Use Liquid filters for fallback: `{{${first_name} | default: 'there'}}`.
* Add more personalization—loyalty points, product, etc.
**Official Resources:**
* [Braze: Email Personalization & Liquid Tags](https://www.braze.com/docs/user_guide/personalization_and_dynamic_content)
* [Braze: Liquid Use Cases](https://www.braze.com/docs/user_guide/personalization_and_dynamic_content/liquid/using_liquid/#assigning-variables)
# Iterable
> "Use Iterable merge tags for effortless, dynamic video email campaigns."
{% stepper %}
{% step %}
#### Create video in Blings
Create with dynamic fields.
{% endstep %}
{% step %}
#### Choose Iterable
From CRM dropdown.
{% endstep %}
{% step %}
#### Map merge tags
Name → `{{firstName}}`, Email → `{{email}}`.
{% endstep %}
{% step %}
#### Embed in Iterable
In the Blings app, choose your preferred embed method: **Video Link** or **Visual Placeholder**.
Once field mapping is complete, you can:
1. **Copy the personalized video URL** and paste it into any link element (e.g. image or button), or
2. **Copy the Visual Placeholder HTML snippet** and paste it directly into your email as a dynamic banner.
| Method | Iterable Email Editor Location | CRM Help |
| ------------------------------------ | ------------------------------------------------------------------------------------------- | -------------------------------------------------------------- |
| **Video Link (URL)** | Drag a **Button** or **Image** block → *Settings* → **URL** field | |
| **Visual Placeholder (HTML banner)** | Add **HTML** block in the drag‑and‑drop editor or switch to **HTML** mode and paste snippet | |
| {% endstep %} | | |
{% step %}
#### Test and send.
{% endstep %}
{% endstepper %}
Expandable
* Supports dynamic thumbnails—add as an image block with the same tokens.
***
{% tabs %}
{% tab title="Common Issues" %}
Blank fields—ensure audience profiles are complete.
{% endtab %}
{% tab title="Advanced" %}
Use `|default` for fallback values.
{% endtab %}
{% endtabs %}
**Official Resources:**
* [Iterable: Personalizing Templates with Handlebar Tags](https://support.iterable.com/hc/en-us/articles/360039506271)
# Klaviyo Integration Guide
### Step 1: Finding Personalization Tags
1. Open any campaign or flow email.
2. Click to edit any text block.
3. Click the **Personalization** icon in the formatting bar.
4. Choose the field you want (e.g., First Name, City, Custom Property).
5. Klaviyo will insert the token to the text block. For example: `{{first_name}}` or `{{ person.City }}`.
6. Copy the token and paste it into the relevant **variable field** in the Blings **Connect** page
### Step 2: Adding the Video link
Once the relevant tokens have been added, **copy the video link**\
and paste it into any clickable element (e.g., image or button) of your Klaviyo email campaign.
{% hint style="info" %}
[Get more from your video: Tips for a higher-performing email](/app/integrations-crm-guides/turn-your-video-link-into-a-high-performing-email)
{% endhint %}
For more info, see [Klaviyo’s guide](https://help.klaviyo.com/hc/en-us/articles/18986347580827)
Pro tip
Use filters, Such as `|default:'Friend'` to avoid blanks. (see: Klaviyo's [filters reference](https://developers.klaviyo.com/en/docs/glossary_of_variable_filters))
**Official Resources:**
* [Klaviyo: How to add personalization to your messages](https://help.klaviyo.com/hc/en-us/articles/18986347580827)
* [Klaviyo: Message personalization reference](https://help.klaviyo.com/hc/en-us/articles/4408802648731)
* [Klaviyo: How to add a first name to an email, SMS, or push message](https://help.klaviyo.com/hc/en-us/articles/11613154130843)
* [Klaviyo: How to insert personalization into text blocks](https://help.klaviyo.com/hc/en-us/articles/4408810654235)
# Adobe Journey Optimizer Integration Guide
### Using Personalization
{% stepper %}
{% step %}
Select **Adobe Journey Optimizer** in Connect to CRM.
{% endstep %}
{% step %}
Map the dynamic variables needed in the video, to AJO personalization syntax:\
e.g. Name → `{{profile.person.name.firstName}}`. ([reference](https://experienceleague.adobe.com/en/docs/journey-optimizer/using/content-management/personalization/personalization-syntax?utm_source=chatgpt.com))
* Other common fields:
* Last name: `{{profile.person.name.lastName}}`
* Custom profile attribute (example): `{{profile.myBrand.loyaltyTier}}`
{% endstep %}
{% step %}
Example URL, that includes the base link to the video page, and AJO personalization field (copy from Blings app)\
`https://app.blings.io/embed?name={{profile.person.name.firstName}}` .
* [Helpers](https://experienceleague.adobe.com/en/docs/journey-optimizer/using/content-management/personalization/functions/string?utm_source=chatgpt.com) like `urlEncode(...)` and `encode64(...)` are available when you need URL safety or obfuscation.
Dynamic link for AJO campaigns, using "name" variable.
|
| {% endstep %} | | |
| {% endstepper %} | | |
{% tabs %}
{% tab title="Tips" %}
* Classic:
* V7: [Add personalization fields](https://experienceleague.adobe.com/en/docs/campaign-classic/using/sending-messages/personalizing-deliveries/personalization-fields).
* V8: [Add personalization fields](https://experienceleague.adobe.com/en/docs/campaign/campaign-v8/send/personalize/personalization-fields)
* Campaign Standard:
* [Personalizing email content](https://experienceleague.adobe.com/en/docs/campaign-standard/using/designing-content/personalization)
* [Working with images](https://experienceleague.adobe.com/en/docs/campaign-standard/using/designing-content/images)
* [Using product listings](https://experienceleague.adobe.com/en/docs/campaign-standard/using/designing-content/using-product-listings)
{% endtab %}
{% tab title="Dynamic Thumbnails" %}
Supported by appending the same tokens.
{% endtab %}
{% endtabs %}
**Official Resources:**
* [AJO: Add Personalization](https://experienceleague.adobe.com/en/docs/journey-optimizer/using/content-management/personalization/personalization-build-expressions)
* [AJO - Personalization syntax.](https://experienceleague.adobe.com/en/docs/journey-optimizer/using/content-management/personalization/personalization-syntax?utm_source=chatgpt.com)
* [AJO - Helper functions overview and string functions.](https://experienceleague.adobe.com/en/docs/journey-optimizer/using/content-management/personalization/functions/functions?utm_source=chatgpt.com)
# ActiveCampaign Integration Guide
### Step 1: **finding personalization tags**
1. Open any **campaign** or **automation email** in the editor.
2. Click to edit a text block.
3. Click **Personalization Tags** to open the Menu.
4. Choose the field you want (e.g., First Name, Last Name, Email, or a custom field).
5. The token is inserted as a token into the text block. For example: First Name → `%FIRSTNAME%`
6. Copy the token and paste it into the relevant **variable field** in the Blings **Connect** page.
### Step 2: Adding the Video link
Once the relevant tokens have been added, **copy the video link**\
and paste it into any clickable element (e.g., image or button) in your ActiveCampaign email.
For more details, see [ActiveCampaign’s guide](https://help.activecampaign.com/hc/en-us/articles/220709307-Personalization-Tags-overview?utm_source=chatgpt.com)
Tip
Combine with ActiveCampaign's automations to trigger Blings video sends post-purchase or sign-up.
{% hint style="info" %}
Make sure to use the correct token formatting; capitalization matters!
{% endhint %}
**Official Resources:**
* [ActiveCampaign: Personalization Fields in Emails](https://help.activecampaign.com/hc/en-us/articles/221936368)
# Mailchimp Integration Guide
### Step 1: **finding merge tags**
Map the dynamic variables you need in the video to Mailchimp merge tags.
* Example: Name → `*|FNAME|*`
* Other common fields you may use
* Last name: `*|LNAME|*`
* Any custom audience field: use its merge tag (for example `*|LOYALTY_TIER|*`).
* For unique per-contact links, create a field and a merge tag, then put it into your URL ([link](https://mailchimp.com/developer/marketing/docs/merge-fields/))
* Set Default Merge Values ([link](https://mailchimp.com/help/set-default-merge-values/))
* Copy Blings' **Video link,** Example `://app.blings.io/abc?name=*|FNAME|*`
### Step 2: Adding the Video link
Once the relevant tokens have been added, **copy the video link**\
and paste it into any clickable element (e.g., image or button) of your Mailchimp email campaign.
Pro Tip
Use audience segments and Blings video events to trigger follow-up campaigns.
**Official Resources:**
* [Mailchimp: Merge Tag Cheat Sheet](https://mailchimp.com/help/all-the-merge-tags-cheat-sheet/)
* [Getting started with merge tags](https://mailchimp.com/help/getting-started-with-merge-tags/)
* [Preview and test (enable live merge tag info)](https://mailchimp.com/help/preview-and-test-your-email-campaign/).
* [Add a link in a campaign](https://mailchimp.com/help/add-a-link-in-a-campaign/)
* [Set default merge values for an audience](https://mailchimp.com/help/set-default-merge-values/).
* [Create unique URLs for subscribers](https://mailchimp.com/help/create-unique-urls-for-subscribers/)
# Marketo Integration Guide
Give every lead a personalized touch with Marketo tokens and interactive video.
### Step 1: Finding Tokens
1. Map the dynamic variables you need in the video to Marketo tokens.
* Example: Name → `{{lead.First Name}}`
* Add a safe default when possible: `{{lead.First Name:default=there}}`
### Step 2: Adding the Video link
Once the relevant tokens have been added, **copy the video link**\
and paste it into any clickable element (e.g., image or button) of your Marketo email campaign.
Advanced tracking
For advanced tracking, append Marketo's tracking token to URLs if your workflow supports it.
**Official Resources:**
* [Add tokens to an email link](https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/email-marketing/general/using-tokens/add-tokens-to-an-email-link).
* [Using URLs in My Tokens](https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/email-marketing/general/using-tokens/using-urls-in-my-tokens).
* [Email authoring in the new Email Designer](https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/email-marketing/email-designer/email-authoring).
* [Tokens overview](https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/demand-generation/landing-pages/personalizing-landing-pages/tokens-overview).
* [Email scripting with Velocity](https://experienceleague.adobe.com/en/docs/marketo-developer/marketo/email-scripting).
# Other CRM Tools Integration Guide
Personalize and send Blings videos from any tool that delivers email or messages. From home-grown platforms to legacy software, niche CRMs, or leading email automation tools — simply map your dynamic field format (brackets, percents, or curly braces) to Blings variables and you’re good to go.
## Step-by-Step Guide
{% stepper %}
{% step %}
#### Create a video in Blings.
{% endstep %}
{% step %}
#### Click "Go live" to open the 'Connect' tab.
{% endstep %}
{% step %}
#### At the tab's title drop menu, select 'Any other CRM'
{% endstep %}
{% step %}
#### Manually enter your CRM's personalized syntax next to each field
* Examples: `[[FIRST_NAME]]`, `%FNAME%`, `{{customer.name}}`, etc.
* Blings supports any syntax your CRM supports
{% hint style="info" %}
If you're not familiar with the exact token's syntax, go to the email editing area of your CRM, edit a text block, and look for any personalization option in the commands bar,\
Pick the relevant token and copy the result to the relevant field."
{% endhint %}
{% endstep %}
{% step %}
#### Once field mapping is complete:
Copy the video link and paste it into any link element (e.g. image or button) of your email campaign
{% endstep %}
{% step %}
#### Send a test to yourself and check that the values are being replaced correctly
{% endstep %}
{% step %}
#### Launch your campaign and monitor Blings analytics for engagement
{% endstep %}
{% endstepper %}
When to Use Zapier or Make
* If your CRM or system can't natively merge fields, use Zapier or Make to trigger Blings video creation when a contact is added, deal is updated, or a form is submitted.
* Example: A new Google Sheet row triggers Zapier, which generates a Blings link and emails it via Gmail.
{% tabs %}
{% tab title="Best Practices" %}
* Always preview emails with test contacts.
* Match field names exactly.
* Consider URL encoding on fields like name or company.
{% endtab %}
{% tab title="Security" %}
* Blings never stores PII; everything is rendered client-side for privacy.
{% endtab %}
{% tab title="Inter-connectivity" %}
* Need to automate at scale? See [Custom API & SDK Guide](https://github.com/yonatanmn/gitbook/blob/main/pls/blings-pro/blings-sdk-api.md) for enterprise integrations.
{% endtab %}
{% endtabs %}
***
{% hint style="success" %}
Blings supports new integrations all the time—let us know if you need a custom connector or want us to feature your CRM!
{% endhint %}
# Zoho
> "Every sales touchpoint, now with video."
{% stepper %}
{% step %}
#### Create your video in Blings.
{% endstep %}
{% step %}
#### Connect to Zoho CRM.
{% endstep %}
{% step %}
#### Map placeholders
`${Contacts.First Name}` etc.
{% endstep %}
{% step %}
#### Example link
`https://app.blings.io/embed?name=${Contacts.First Name}`
{% endstep %}
{% step %}
#### Paste in Zoho email template.
{% endstep %}
{% step %}
#### Send mass email or workflow alert.
{% endstep %}
{% endstepper %}
**Embed Options – Video Link vs Visual Placeholder**
| Method | Zoho Email Template Builder Location | CRM Help |
| ------------------------------------ | ------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------- |
| **Video Link (URL)** | Select text/image → **Insert Link** tool or URL field | |
| **Visual Placeholder (HTML banner)** | Switch to **HTML** mode or choose **HTML** template type → paste Blings snippet | |
Tip
Use 'Insert Placeholder' for perfect syntax—never type manually.
{% hint style="info" %}
Always send a test to your own contact first!
{% endhint %}
**Official Resources:**
* [Zoho CRM: Merge Fields in Email Templates](https://help.zoho.com/portal/en/kb/crm/customization/templates/articles/merge-fields-in-email-templates)
# Pipedrive
> "From prospecting to deals—video makes every message memorable."
{% stepper %}
{% step %}
In Blings, choose Pipedrive in the CRM menu.
{% endstep %}
{% step %}
Map to smart fields, e.g., `{{Person First Name}}`, `{{Deal Title}}`.
{% endstep %}
{% step %}
Paste link or HTML code in Pipedrive campaign or direct email.
{% endstep %}
{% step %}
Test with your own contact card.
{% endstep %}
{% endstepper %}
**Embed Options – Video Link vs Visual Placeholder**
| Method | Pipedrive Email/Campaigns Location | CRM Help |
| ------------------------------------ | ---------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------- |
| **Video Link (URL)** | In the email composer, highlight text or select Button/Image → **Insert Link** dialog → paste Blings PURL | |
| **Visual Placeholder (HTML banner)** | In Campaigns editor, add **Code** block (\) or open **Source code** view → paste the HTML snippet from Blings | |
Common Use Case
Field Mapping
Example
Prospecting
Name
{{Person First Name}}
Deal update
Deal
{{Deal Title}}
**Official Resources:**
* [Pipedrive: Placeholders in Email Templates](https://support.pipedrive.com/hc/en-us/articles/360001337425)
# Dynamics 365
> "Personalize every Customer Insights Journey with MP5 video."
**CRM Term:** *Personalization Token*
{% stepper %}
{% step %}
#### Create video
In Blings.
{% endstep %}
{% step %}
#### Connect to CRM
Select **Dynamics 365**.
{% endstep %}
{% step %}
#### Map personalization fields
`{{FirstName}}`, `{{EmailAddress}}`, etc.
{% endstep %}
{% step %}
#### Choose embed method in Blings
Either **Video Link** (URL) *or* **Visual Placeholder** (HTML snippet).
{% endstep %}
{% step %}
#### Paste into Dynamics email designer
* **Video Link:** select Button/Image → **Link URL** field → paste PURL.
* **Visual Placeholder:** drag an **HTML** block into the layout → paste snippet from Blings.
{% endstep %}
{% step %}
#### Preview & Test
Use *Real‑time Marketing* → *Test send*.
{% endstep %}
{% endstepper %}
**Embed Options – Video Link vs Visual Placeholder**
| Method | Dynamics 365 Email Designer Location | CRM Help |
| ------------------------------------ | ------------------------------------------- | ---------------------------------------------------------------------------- |
| **Video Link (URL)** | Button/Image component → **Link URL** field | |
| **Visual Placeholder (HTML banner)** | Drag **HTML** content block → paste snippet | |
**Official Resources:**
* [Dynamics 365: Personalization Tokens](https://learn.microsoft.com/dynamics365/marketing/personalization)
# Customer.io
> "Liquid‑powered automation meets interactive video."
**CRM Term:** *Liquid Tag*
{% stepper %}
{% step %}
#### Design video in Blings.
{% endstep %}
{% step %}
#### Choose Customer.io in Connect to CRM.
{% endstep %}
{% step %}
#### Map tags
`{{customer.first_name}}`, `{{customer.email}}`.
{% endstep %}
{% step %}
#### Choose embed method in Blings
**Video Link** (URL) *or* **Visual Placeholder** (HTML snippet).
{% endstep %}
{% step %}
#### Paste into Customer.io email editor
* **Video Link:** highlight text / select Button → **Link** pane → paste PURL.
* **Visual Placeholder:** add **Code** block → paste snippet.
{% endstep %}
{% step %}
#### Test & Send
Use Customer.io's *Preview with profile*.
{% endstep %}
{% endstepper %}
**Embed Options – Video Link vs Visual Placeholder**
| Method | Customer.io Email Builder Location | CRM Help |
| ------------------------------------ | ----------------------------------------------- | ----------------------------------------------------- |
| **Video Link (URL)** | Button/Text link → **Link** settings | |
| **Visual Placeholder (HTML banner)** | **Code Block** in email builder → paste snippet | |
CRM Docs
# Emarsys
# Testing, Previewing & Sharing
Before launching a personalized video campaign, it's essential to test your flow, preview the user experience and choose the best way to share your content. This collection covers everything from previewing scenes to embedding videos and sharing on social media.
Launch videos from email, SMS or chat and follow up with viewers.
# Preview a Flow
Testing ensures your viewers get the experience you intend. Preview your scenes and flows to check that personalization, logic and design work perfectly.
1. **Open the flow** – Navigate to your project and click the 'Watch Flow' button.
2. **Choose preview mode** – Select 'Single Scene' to focus on a specific part of your flow or 'Full Flow' to watch the entire experience.
3. **Enter sample data** – Manually enter values for data fields (e.g., name, status) or use random test data to see how personalization looks.
4. **Switch devices** – Toggle between desktop and mobile views using the device icons at the top of the preview window.
5. **Test branches** – Click through different options to follow each branch. Make sure conditions lead to the right scenes.
{% hint style="info" %}
Write down the combinations of responses you want to test (e.g., VIP vs. non-VIP, high score vs. low score) to ensure all paths work.
{% endhint %}
# Send Test Emails
Sending yourself a test email helps you verify that merge tags, thumbnails and links appear correctly before you go live.
## Step-by-Step Guide
{% stepper %}
{% step %}
#### Step 1: Generate the personalized link
In the share panel, create the link with data fields (e.g., `?first_name={{ contact.firstname }}`).
{% endstep %}
{% step %}
#### Step 2: Insert into your email tool
Paste the link into a button or image block in your email template.
{% endstep %}
{% step %}
#### Step 3: Send a test
Use your email platform's test function to send the email to yourself or a small group. Enter sample values to simulate personalization.
{% endstep %}
{% step %}
#### Step 4: Check personalization
Open the email, confirm the text shows the correct name and details, and click the video link to ensure it plays as expected.
{% endstep %}
{% step %}
#### Step 5: Verify analytics
Check your Blings analytics dashboard to see if the test view registered.
{% endstep %}
{% endstepper %}
{% hint style="info" %}
For dynamic thumbnails, generate a GIF that looks like a playing video. This can increase click‑through rates.
{% endhint %}
Need CRM‑specific instructions? See [Integrations & CRM Guides](/app/integrations-crm-guides).
# Email & Messaging
Email and messaging campaigns are effective channels for delivering personalized videos. Follow these best practices when sending videos through different platforms.
## Distribution Channels
### Email
Embed the link in a button or image. Use merge tags for personalization. Check preview modes to confirm the personalization works.
### SMS / WhatsApp / Chat
Shorten the link using a URL shortener for easier sharing. Include a brief description so recipients know what to expect. Note that dynamic thumbnails may not appear in all messaging apps.
### Follow‑ups
Send a reminder message if the recipient hasn't viewed the video after a certain timeframe. You can automate follow-ups using your CRM's workflows.
## Best Practices
{% tabs %}
{% tab title="Email Best Practices" %}
* Use a compelling subject line mentioning video
* Place the video "above the fold" so it's immediately visible
* Add a play button overlay on thumbnail images
* Test across multiple email clients (Gmail, Outlook, Apple Mail)
* Include alternate text for recipients who can't view the video
{% endtab %}
{% tab title="Messaging Best Practices" %}
* Keep messages brief - focus on the value proposition
* Use URL shorteners like bit.ly for cleaner links
* Add emoji 🎬 to indicate video content
* Follow up with a question to encourage engagement
* Schedule messages during peak engagement hours
{% endtab %}
{% tab title="Follow-up Strategy" %}
* Wait 24-48 hours before sending reminders
* Reference the video specifically ("Did you get a chance to see the personalized video I sent?")
* Provide an alternative way to access the content
* Add new information in follow-ups to provide additional value
* Limit follow-ups to 2-3 messages to avoid being intrusive
{% endtab %}
{% endtabs %}
{% hint style="warning" %}
Remember that some messaging platforms limit message length. Keep your text concise and focus on the call to action.
{% endhint %}
# Social Sharing & Link Previews
Sharing your video on social platforms can generate buzz and organic reach. Control how your link appears in previews to increase clicks.
* **Customize the thumbnail** – Choose an eye-catching image or create a dynamic thumbnail that reflects the viewer's data (for example, showing their name).
* **Add Open Graph metadata** – Set the `og:title`, `og:description` and `og:image` tags in your page's HTML so platforms like Facebook and LinkedIn display the correct preview.
* **Test your preview** – Use tools like Facebook's Sharing Debugger to check what your link looks like before posting.
* **Use short links** – Create a memorable, shareable short link using a URL shortener such as `bit.ly` or `tinyurl`.
{% hint style="info" %}
Social platforms sometimes cache link previews. If you change your thumbnail, add a dummy parameter like `?version=2` to force the platform to fetch the new preview.
{% endhint %}
# Analytics & Reporting
Data‑driven insights help you optimize your personalized video campaigns. This collection explains which metrics matter, how to view scene‑level performance, track conversions, create and export reports, explore future AI insights and configure custom analytics.
# Views & Engagement
Understanding how people interact with your videos is crucial for measuring success. Here are the primary metrics you'll see in your Blings dashboard:
## Definitions
* **Impressions** – The number of times your video or thumbnail is loaded in an email, page or feed. An impression doesn't mean the video was played.
* **Plays** – The number of times viewers click the play button. Plays are usually a subset of impressions.
* **Views (Completions)** – The number of times a viewer finishes watching the main content. Depending on the flow, you can define a view as reaching a specific scene or threshold.
* **Average watch time** – How long viewers stay engaged with your video. Longer watch times indicate higher interest.
* **Engagement rate** – The percentage of impressions that result in a play (plays ÷ impressions).
* **Completion rate** – The percentage of plays that result in a view (views ÷ plays).
Use these metrics to identify which videos grab attention and which need improvement. Comparing engagement rates across different segments (new vs. returning users) can reveal valuable insights.
# Scene‑Level Analytics
Dive deeper by examining performance at the scene level. This helps you see exactly where viewers click, drop off or skip ahead.
## Table Example
| Scene Name | Avg. Watch Time | Interactions | Drop‑off Rate |
| ---------------------- | --------------- | ------------ | ------------- |
| Welcome Scene | 15 s | 85 clicks | 10 % |
| Product Recommendation | 12 s | 60 clicks | 25 % |
| Quiz Question 1 | 18 s | 110 clicks | 5 % |
Scenes with high drop‑off rates may need to be shortened, made more engaging or reordered. Scenes with high interaction may indicate successful CTAs or engaging content.
# Conversion Tracking
Conversions are the actions you want viewers to take—signing up for a newsletter, visiting a product page or completing a quiz. Tracking conversions shows how effectively your video drives results.
## Steps to Track Conversions
1. **Define your goal** – "Decide which action counts as a conversion. Examples: clicking a 'Buy Now' button or submitting a form."
2. **Enable tracking** – "In the flow builder, select the button or form and enable conversion tracking. Give it a clear name (e.g., 'Purchase Button Click')."
3. **Assign value (optional)** – "If applicable, assign a monetary or point value to the conversion so you can calculate ROI."
4. **Analyze results** – "Open your analytics dashboard and filter by conversion event to see total conversions and conversion rate."
{% hint style="info" %}
A/B testing different CTAs and button positions can significantly impact conversions. Try variations and monitor the results.
{% endhint %}
# Reports & Exports
Regular reporting keeps your team informed and helps you make data‑driven decisions. Blings provides built‑in reports and the ability to export data.
## List of Capabilities
* **Generate reports** – "Choose metrics (views, engagement, conversions), a date range and any filters (like campaign or region). Generate a report in a few clicks."
* **Share reports** – "Send reports via email to teammates or stakeholders. You can also generate a shareable link."
* **Export raw data** – "Download CSV files of your analytics data for custom analysis or import into BI tools."
* **Integrate with analytics platforms** – "Send your Blings events to tools like Mixpanel, Google Analytics or your own BI platform via API or SDK."
{% hint style="info" %}
Schedule weekly or monthly reports to stay on top of performance without manually pulling data each time.
{% endhint %}
# Smart Insights & AI (Roadmap)
Blings is building AI‑powered features that will help you optimize your videos automatically. Here's a preview of what's coming:
## Expandable Sections
* **Automated A/B Testing** – "The system will automatically test different scenes or CTAs and recommend the best‑performing version."
* **Predictive Analytics** – "AI will forecast viewer behaviour based on historical data, helping you tailor experiences before campaigns launch."
* **Smart Segmentation** – "Automatically group viewers based on engagement patterns and recommend personalized follow‑ups."
**Call to Action:** "Want early access to these features? Join the waitlist in the [Blings Pro – Studio & Developer Tools](https://github.com/yonatanmn/gitbook/blob/main/pls/blings-pro/README.md) section."
# Custom Analytics
If you need to integrate Blings data into your own analytics stack, our platform is flexible enough to send events wherever you need them.
> ⚠️ **Note**: The Custom Analytics feature is available on the **Enterprise plan only**. For implementation, see the full [SDK documentation here](https://github.com/yonatanmn/gitbook/blob/main/enterprise/developer/getting-started/getting-started-with-blings.io-dynamic-video-sdk.md).
## List of Options
* "**Use the SDK** – Fire custom events (e.g., 'Quiz Completed') from the video player to your analytics service."
* "**Define custom metrics** – Track values specific to your business (e.g., referral code usage or loyalty tier upgrades)."
* "**Build dashboards** – Pull Blings data into BI tools like Looker, Tableau or Power BI to create comprehensive dashboards."
{% hint style="info" %}
Coordinate with your analytics team to map Blings events to your existing data model. More details are in [Blings SDK & API](https://github.com/yonatanmn/gitbook/blob/main/pls/blings-pro/blings-sdk-api.md).
{% endhint %}
# Profile & Workspace Management
Blings makes it easy to collaborate with your team, organize your projects and manage your profile settings. This collection covers how to create workspaces, assign roles, invite team members, monitor usage and configure your account.
# Inviting & Managing Team Members
Collaboration is easy with Blings. Invite teammates and assign the right role based on their responsibilities.
## Steps
1. **Go to workspace settings** – Open your workspace, click 'Workspace Settings' and navigate to the 'Teammates' tab.
2. **Invite by email** – Enter email addresses of the people you want to invite. Choose their permission level from the dropdown menu.
3. **Send invites** – Click 'Send Invitation.' Invitees will receive an email with instructions to join your workspace.
# Usage & Quotas
Each plan includes a limit on video views and seats. Tracking your usage helps you avoid unexpected overage fees.
## Tracking your views
On Blings dashboard's bottom left, you will see a Video views tracker. The tracker resets on the first of each month. Basic plans are limited to 500 views. Business plans are limited to 1,000 views.
If you frequently hit your limits, consider upgrading to a higher plan.
# Profile Settings
Update your personal preferences and account details at any time. Simple click on profile icon on the bottom left of your screen. The icon is found to the left of your email address. Then select "Profile."
## List of Settings
* **First Name**
* **Last Name**
* **Password**
# Workpace Settings
### **Update Workspace Name**
* Navigate to your Workspace settings
* Toward the top of your screen you will see your current Workspace name in a text field.
* Write the new Workspace name and click "save."
# Resetting Password
If you need to reset your password, click the 'Forgot password?' button on the log in page
This will take you to a new page where you can enter your email address to receive a code.
Copy the copy from your email, and enter it into the Rest Password form along with your new password.
# Plans & Pricing
Blings offers flexible plans to suit every stage of growth—from trying out personalized videos for the first time to scaling enterprise campaigns. Review the features of each plan below and learn how to manage your subscription.
| Feature | Free Plan | Business Plan | Enterprise Plan |
| --------------------- | ---------------- | ----------------------------------- | ----------------------------- |
| **Video Views/month** | 500 | 1,000 | Unlimited |
| **Seats** | 1 | 10 | Unlimited |
| **Branding** | Blings watermark | Remove watermark + Branding options | Full customization |
| **Analytics** | Basic metrics | Advanced reporting | Advanced + API access |
| **Integrations** | Limited | All integrations | All integrations + custom API |
| **SSO / SCIM** | Not available | Optional (add‑on) | Included |
| **AI Features** | Not included | Optional (add‑on) | Included |
# Upgrading & Downgrading
You can change your plan at any time from your billing settings. Here's how the process works and what to expect.
1. **Open billing settings** – Click 'Workspace settings' and scroll down to 'Plan & Billing.'
2. **Select a new plan** – Select 'Change Plan.' Here you can choose Free or Business. For Enterprise plans, [contact our sales team](https://go.blings.io/meetings/isaac-marrache?uuid=346fddb6-e84c-46e2-a8b6-d12d8694cf7e&_gl=1*hfvtbo*_gcl_au*MTk5NjYxOTQwOC4xNzU0MjQ4NzMwLjk3NDY2ODA1LjE3NTU1Mzc1MzQuMTc1NTUzNzUzNA..).
3. **Confirm change** – Click 'Confirm.' New features unlock immediately; if downgrading, features restricted by the lower plan will remain available until the end of your current billing period.
{% hint style="info" %}
Downgrading to a lower plan can restrict your projects and data. Ensure you're under the new limits or remove excess projects before confirming.
{% endhint %}
# Video Views: Understanding Your Free Views Allowance
#### What counts as a view?
A **view** is counted each time a recipient watches your personalized video. It doesn't matter how the video was delivered. What matters is whether someone actually played it.
#### Free views on the Free plan
Free plan accounts include **500 free views per month.**
#### How the allowance works in practice
Here's a realistic example based on industry benchmarks:
| Step | Number |
| --------------------------------------- | ------- |
| Emails sent | 20,000 |
| Recipients who clicked the email CTA | 600 |
| Recipients who watched the video | 500 |
| **Views counted toward your allowance** | **500** |
The video doesn't play inside the email. When a recipient clicks the CTA, they're taken to a page where the personalized video loads, just like a regular landing page, but with their video instead.
Not everyone who clicks will watch. Some recipients may close the tab before the video loads. In this example, 500 out of 600 clickers actually played the video, a realistic drop-off to account for in your planning.
> **Key insight:** Your view count is driven by your audience's engagement, not by how many emails you send. A highly engaged list will consume your free views faster than a large but less engaged one.
#### Your allowance is shared across all campaigns
The 500 monthly free views apply to your entire account, not to individual campaigns. Whether you run one campaign or ten, all video plays count toward the same pool.
For example, if you run three campaigns in a month and they generate 200, 200, and 150 views respectively, you've used all 500 free views, even though no single campaign hit the allowance on its own.
#### What happens when you exceed your allowance?
Nothing breaks. Your recipients can still watch their videos without any interruption. The only difference is that videos will open with a short Blings-branded label at the start. Everything else, personalization, interactivity, playback, works exactly as normal.
#### When does the allowance reset?
Your free views count resets on your billing cycle date each month.
One thing worth knowing: email engagement is front-loaded. Most clicks and video plays happen within the first hours or days after a campaign goes out. So if you're approaching your allowance, you'll likely see the impact right after sending. You won't have to wait weeks to understand where you stand.
#### Tips for managing your free views
**Segment before you send.** Target your most engaged contacts first, those most likely to click and watch. This helps you get the most value from your free views allowance.
**Monitor your usage.** Keep an eye on your view count in the dashboard before launching large campaigns.
**Plan for high-engagement sends.** With a 3% CTR and typical drop-off rates, 20,000 emails can consume your entire monthly allowance in a single campaign. If you're running multiple campaigns in the same month, factor in the combined view count.
#### On the Business plan?
The Business plan works differently. It includes 1,000 free views per month, with additional views available beyond that. [See how views work on the Business plan →](https://app.notion.com/p/Gitbook-500-views-article-2efe6055dab580e88e6feab80c7d0dd4#)
# Payment & Invoicing
Blings manages payment through Stripe. Manage your billing details here.
* **Add or update payment method** – In your billing settings, click 'Add Payment Method.' Enter your card or PayPal details. For bank transfers, contact support.
* **Download invoices** – Your invoices are listed in the 'Billing History.' Click 'Download' to save a PDF.
* **Assign billing contacts** – Add the email addresses of those who should receive invoices and billing notifications.
{% hint style="info" %}
Contact with any questions
{% endhint %}
# Overage & Usage
If your campaign is a big hit, you may exceed your plan's monthly view limit. Overage fees ensure your videos keep playing without interruption.
| Plan | Overage Fee per Extra View | Volume Discount |
| -------------- | -------------------------- | ----------------------- |
| **Basic** | $0.10 | None |
| **Business** | $0.05 | 10% off for >100K views |
| **Enterprise** | Custom pricing | Negotiated per contract |
A view is counted when a viewer starts playing your video. Overage fees are billed at the end of your cycle. You can track your usage in [Usage & Quotas](/app/account-workspace-management/usage-quotas) and receive alerts when you approach your limit.
* Views Count:
* What happens if I’ll exceed my free plan’s 1,000 views (For Free plan) (Viewers will see a modal before the video play) Corrie, LMK if you need to understand that.
* What happens if I’ll exceed my 5,000 views limit (For Business plan)
* How can I prevent exceeding the views limit?
# Special Plans
Blings offers plans tailored for unique needs—whether you're a large enterprise, educational institution or non‑profit.
* **Enterprise Custom Pricing** – Get unlimited views, seats and projects. Enjoy dedicated support, SSO, SCIM and advanced analytics. Contact sales for a personalized quote.
* **Educational & Non‑profit Discounts** – Eligible organizations receive significant discounts. Provide proof of status to apply.
* **Add‑ons** – Enhance any plan with dynamic thumbnails, advanced AI features or additional seats. Visit your billing settings to manage add‑ons.
**Interested in a custom plan?** [**Talk to Sales**](https://go.blings.io/meetings/isaac-marrache?uuid=346fddb6-e84c-46e2-a8b6-d12d8694cf7e&_gl=1*hfvtbo*_gcl_au*MTk5NjYxOTQwOC4xNzU0MjQ4NzMwLjk3NDY2ODA1LjE3NTU1Mzc1MzQuMTc1NTUzNzUzNA..)
# Canceling your Plan
1. **Open billing settings** – Click 'Workspace settings' and scroll down to 'Plan & Billing.'
2. **Cancel plan** - Here you can cancel or downgrade the plan.
## What happens once I have Canceled my plan?
When you cancel your Blings subscription, your plan will not renew at the end of your current billing period. However, your access to features does not end immediately.
#### What You Can Expect:
**Continued Access Until End of Billing Period**
You’ll retain access to all features and benefits included in your current plan tier (e.g., Free, Business, Enterprise, etc.) through the end of your billing cycle.
**Charges for Extra Usage Still Apply**
If your account generates additional usage (such as views beyond your plan’s included amount), you will still be charged for that overage, even after cancellation, until the billing period ends.
**Campaign Management Reminder**
While your account remains active:
* We recommend pausing or stopping any live campaigns before your billing period ends.
* This ensures there’s no unexpected interruption when your plan fully expires.
After the billing period ends, your account will be downgraded to the Free tier (unless you’ve chosen a different plan), and features specific to your previous tier will be disabled.
# Security & Compliance
Your trust is our top priority. Blings uses client‑side rendering, strong encryption and rigorous data protection policies to safeguard your information. This collection explains how our technology keeps data private, outlines compliance with regulations, describes security features, sets content guidelines and clarifies data retention.
See how long data is stored and how to delete or export it.
# Client‑Side Rendering & Privacy
Blings MP5 technology renders videos on the viewer's device. Personal data is merged into the video in the browser and never leaves the user's environment.
* **Data stays local:** Personal information used to personalize the video is not sent to Blings servers during playback.
* **Reduced server risk:** Because personal data never travels to our servers for rendering, the risk of a server‑side data breach is minimized.
* **Real‑time updates:** The video reflects real‑time data from your systems without exposing that data externally.
When analytics are enabled, only anonymized events—such as a view or button click—are sent back to Blings for reporting. **These events do not include personally identifiable information**.
# GDPR & CCPA Compliance
Blings complies with major privacy regulations such as the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA). This means your users have rights to access, delete and transport their data.
* **Access** – Users can request a copy of their data by contacting support through your organization. We will provide all data stored on Blings systems related to that user.
* **Deletion** – Upon request, we will delete personal data from our systems within the legally required timeframe. Note that you must also remove data from your own CRM or marketing platform.
* **Portability** – Data can be exported in a machine‑readable format (e.g., CSV) if a user requests to transfer it elsewhere.
To submit a privacy request, contact our support team through the [Support & Contact](/app/changelog-blog-support/support) page. Include the user's email address or unique identifier so we can locate their data.
# Security Features
Blings provides robust security measures to keep your content and accounts safe.
* **Two‑Factor Authentication (2FA)** – Add an extra layer of security by requiring a one‑time code in addition to your password.
* **Single Sign‑On (SSO) & SCIM** – Use your corporate identity provider (e.g., Okta, Azure AD) to manage user access and provisioning on Enterprise plans.
* **Encryption** – All data in transit is encrypted with HTTPS. Data stored on our servers is encrypted at rest.
* **Secure Hosting** – Our infrastructure partners meet stringent security standards such as SOC 2 and ISO 27001.
{% hint style="info" %}
Enable 2FA in your account settings to protect your account from unauthorized access. For SSO setup, see the documentation in the [Blings Pro – Studio & Developer Tools](https://github.com/yonatanmn/gitbook/blob/main/pls/blings-pro/README.md) collection.
{% endhint %}
# Content Moderation & Acceptable Use
Blings aims to foster a safe and respectful environment for all users. The following items are prohibbited from use on Blings:
* Hate speech, harassment, threats or violence.
* Pornography, sexually explicit or otherwise adult content.
* Misleading, fraudulent or deceptive materials (e.g., fake testimonials).
* Illegal activities, including the sale or promotion of restricted goods.
* Malware or malicious code embedded within videos.
We review reported content and reserve the right to remove videos or suspend accounts that violate these guidelines. For more details, read our full Terms of Service.
# Data Retention & Export
Data retention determines how long Blings keeps your analytics and imported data. Export options allow you to retain your data independently.
* **Default retention:** Blings retains analytics data for 12 months. Older data is automatically deleted to protect privacy and maintain system performance.
* **Custom retention:** Enterprise customers can specify custom retention periods as part of their contract.
* **Export options:** At any time, download a CSV of your data—including analytics events and imported data—through the data management interface.
* **Deletion:** When you delete a project, all associated data is removed from Blings servers. Deleting user data (via GDPR/CCPA requests) permanently removes their information.
{% hint style="info" %}
Regularly export your data if you need to keep records beyond the default retention period.
{% endhint %}
# Changelog
Stay informed and inspired. This collection chronicles our product updates, highlights success stories and provides multiple ways to contact our team. Check back often for new releases, insights and support resources.
Open a support ticket, send us an email, call or start a live chat.
# Changelog & Release Notes
We regularly release updates to improve performance, introduce new features and fix issues. Below is a timeline of our most recent releases. Expand each entry to see what's new.
{% stepper %}
{% step %}
#### Version 2.5 – July 2025
Added advanced conditions builder in the flow map, improved analytics dashboard with real‑time filters, and introduced dynamic thumbnail add‑on.
Click to see details on the advanced conditions builder
Details on how to use the advanced conditions builder.
{% endstep %}
{% step %}
#### Version 2.4 – May 2025
Launched dynamic thumbnails in Klaviyo integration, enhanced CSV mapping validation and fixed minor bugs in the media library.
{% endstep %}
{% step %}
#### Version 2.3 – March 2025
Introduced AI‑powered suggestions (beta), revamped the user interface for easier navigation and improved security with expanded 2FA options.
{% endstep %}
{% endstepper %}
{% hint style="info" %}
Want to test new features early? Join our beta program by contacting support via [Support & Contact](/app/changelog-blog-support/support).
{% endhint %}
# Support & Contact
Our team is here to help. Whether you have a question about a feature, need technical assistance or want to talk business, you can reach us in multiple ways.
Open a Ticket
Submit a support ticket via our portal. We typically respond within 24 hours.
Email Us
Send an email to support@blings.io. Include your workspace name and a detailed description of your issue.
Call Us
Reach our support line at +1 (888) 555‑1234 between 9 am and 5 pm (UTC + 2).
Live Chat
Premium customers can start a live chat by clicking the chat icon in the bottom corner of your dashboard.
If you're interested in Enterprise plans or custom integrations, use the 'Talk to Sales' button on the homepage to get in touch with our sales team.
# About Blings
Welcome to Blings! Our patented MP5 technology renders videos on the viewer’s device using edge computing. This gives you unprecedented control over personalization, interactivity and privacy. This collection will walk you through the basics, from understanding MP5 videos to setting up your account and workspace.
# What Are MP5 Videos?
MP5 is the next evolution of video. Instead of streaming a pre‑rendered file, Blings treats video as a code. When a viewer presses play, our client‑side SDK merges a video template with real‑time data to render the video on the user’s device.
## Why MP5 is different
Edge Computing
MP5 videos are rendered right on the end user’s device. This means there’s no waiting for a server to process personalized content. Video playback is instantaneous and scales effortlessly without adding server load.
HTML‑Based Structure
An MP5 video is built with an HTML‑like structure. Developers can layer interactive elements, animations and logic just like they would on a web page. This unlocks features that aren’t possible with a static MP4.
Real‑Time Personalization
MP5 pulls viewer data in real time. A customer named Alex will read, ‘Hi Alex!’ while a viewer named Rana sees ‘Hi Rana!’—all from the same template. Updates in your CRM are reflected instantly without re‑rendering a video.
Lightweight Design
Each MP5 file is tiny—around 60 KB. Because the heavy lifting happens on the viewer’s device, your website and emails load quickly, even with personalized content.
## Where to use MP5
* Personalized onboarding videos that greet new customers by name.
* Transactional updates that reflect the latest order status or renewal date.
* Dynamic product recommendations based on browsing or purchase history.
* Interactive quizzes that branch viewers to different endings based on their responses.
To dive deeper into the technical side of MP5 and explore our SDK, visit the [Blings Pro - Studio & Developer Tools](https://github.com/yonatanmn/gitbook/blob/main/pls/blings-pro/README.md) collection.
# Glossary
This glossary defines the core concepts you'll encounter throughout the Blings platform. If you ever feel lost, come back here for clarity.
| Term | Definition |
| ------------------------ | ------------------------------------------------------------------------------------------------ |
| **Scene** | A segment of an MP5 flow; similar to a slide in a presentation. |
| **Flow** | A series of connected scenes that guide viewers through different paths. |
| **CTA (Call‑to‑Action)** | An interactive element prompting viewers to act, such as a button or form. |
| **Data Field** | A placeholder for dynamic content like names, dates or images. |
| **Variable** | A value created or updated during a flow (e.g., quiz score) used for logic or personalization. |
| **View** | A unique video session. A view occurs when a user plays the video (distinct from an impression). |
| **Logic Map** | A visual representation of a flow's branching logic. |
| **Workspace** | A container for projects, assets and users. Each team or department can have its own workspace. |
| **Project** | A video with multiple scenes. |
For more information on how these terms are used in context, follow the links to [Scenes & Flow Maps](/app/creating-managing-projects/scenes-flow-maps), [Variables & Data Fields](/app/workflows-branching-logic/variables-data-fields), and other relevant pages throughout the Help Center.
# Data Privacy & Storage
We take data privacy and security seriously. This page explains how we handle, protect, and store your data in compliance with global privacy regulations.
## Our Privacy Commitment
### Data Protection Principles
We follow these core principles:
**Transparency:**
* Clear information about how we use your data
* Easy-to-understand privacy policies
* Regular updates on data practices
**Security:**
* Industry-standard encryption and security measures
* Regular security audits and assessments
* Secure data centers and infrastructure
**Control:**
* User control over their personal data
* Easy opt-out and deletion options
* Clear consent management
**Compliance:**
* GDPR, CCPA, and other global privacy regulations
* Regular compliance audits and updates
* Dedicated privacy and legal teams
## Data We Collect
### Information You Provide
Data you directly share with us:
**Account Information:**
* Name, email address, company details
* Payment and billing information
* Account preferences and settings
**Content Data:**
* Video content and templates you create
* Contact lists and audience data
* Custom branding and assets
**Usage Data:**
* How you use our platform
* Feature usage and preferences
* Support interactions and feedback
### Information We Collect Automatically
Data gathered through normal platform usage:
**Technical Data:**
* IP addresses and device information
* Browser type and version
* Operating system and platform
**Usage Analytics:**
* Pages visited and features used
* Time spent on different sections
* Error logs and performance data
**Video Analytics:**
* View counts and engagement metrics
* Interaction data and completion rates
* Performance and delivery statistics
## How We Use Your Data
### Platform Operations
Essential functions to provide our service:
**Account Management:**
* Create and maintain your account
* Process payments and billing
* Provide customer support
**Service Delivery:**
* Generate and deliver personalized videos
* Process data for personalization
* Maintain platform functionality
**Improvement:**
* Analyze usage patterns to improve features
* Develop new functionality
* Optimize performance and reliability
### Marketing and Communication
With your consent, we may use data for:
**Product Updates:**
* New feature announcements
* Platform improvements and changes
* Security updates and maintenance
**Educational Content:**
* Best practices and tips
* Tutorial videos and guides
* Industry insights and trends
**Promotional Offers:**
* Special pricing and discounts
* Event invitations and webinars
* Partner promotions and integrations
## Data Storage and Security
### Storage Infrastructure
Where and how we store your data:
**Data Centers:**
* Enterprise-grade cloud infrastructure
* Multiple geographic regions for redundancy
* Regular backups and disaster recovery
**Encryption:**
* **In transit** — TLS/SSL encryption for all data transfers
* **At rest** — AES-256 encryption for stored data
* **Database** — Encrypted database connections and storage
**Access Controls:**
* Role-based access permissions
* Multi-factor authentication
* Regular access reviews and audits
### Data Retention
How long we keep your data:
**Account Data:**
* **Active accounts** — Retained while account is active
* **Inactive accounts** — Deleted after 12 months of inactivity
* **Billing data** — Retained for 7 years for tax compliance
**Content Data:**
* **Videos and templates** — Available while account is active
* **Analytics data** — Retained for 2 years for insights
* **Contact lists** — Deleted when account is closed
**Usage Data:**
* **Logs and analytics** — Retained for 12 months
* **Performance data** — Retained for 6 months
* **Error reports** — Retained for 3 months
## Your Privacy Rights
### Data Access and Control
Your rights regarding your personal data:
**Access:**
* View all personal data we hold about you
* Download your data in standard formats
* Request information about data processing
**Correction:**
* Update inaccurate or incomplete information
* Modify account preferences and settings
* Correct contact and billing information
**Deletion:**
* Request deletion of your personal data
* Close your account and remove all data
* Opt out of marketing communications
**Portability:**
* Export your data in machine-readable formats
* Transfer data to other services
* Download your content and templates
### Consent Management
Control how we use your data:
**Marketing Consent:**
* Opt in/out of marketing emails
* Choose communication preferences
* Manage promotional offers
**Data Processing:**
* Control data enrichment and analytics
* Manage third-party integrations
* Set data sharing preferences
**Cookies and Tracking:**
* Manage cookie preferences
* Control analytics tracking
* Opt out of targeted advertising
## Third-Party Services
### Service Providers
We work with trusted partners for:
**Infrastructure:**
* Cloud hosting and storage providers
* CDN and content delivery services
* Database and analytics platforms
**Business Services:**
* Payment processing and billing
* Customer support and help desk
* Email delivery and marketing tools
**Data Enrichment:**
* Company and contact data providers
* Email validation and verification
* Analytics and insights services
### Data Sharing
We only share data when necessary:
**Legal Requirements:**
* Court orders and legal requests
* Regulatory compliance requirements
* Law enforcement cooperation
**Business Operations:**
* Service providers under strict contracts
* Partners with explicit consent
* Analytics and improvement services
**Never Shared:**
* Personal contact information without consent
* Video content without permission
* Sensitive business data
## Compliance and Certifications
### Global Privacy Regulations
We comply with major privacy laws:
**GDPR (European Union):**
* Data protection by design and default
* Lawful basis for data processing
* Data subject rights and freedoms
* Breach notification requirements
**CCPA (California):**
* Right to know about data collection
* Right to delete personal information
* Right to opt out of data sales
* Non-discrimination protections
**Other Regulations:**
* PIPEDA (Canada)
* LGPD (Brazil)
* POPIA (South Africa)
* Various state and national laws
### Security Certifications
Industry-recognized security standards:
**SOC 2 Type II:**
* Security, availability, and confidentiality
* Regular independent audits
* Comprehensive security controls
**ISO 27001:**
* Information security management
* Risk assessment and mitigation
* Continuous improvement processes
**GDPR Compliance:**
* Regular compliance assessments
* Data protection impact assessments
* Privacy by design implementation
## Data Breach Response
### Incident Response Plan
How we handle security incidents:
**Detection:**
* 24/7 security monitoring
* Automated threat detection
* Regular security assessments
**Response:**
* Immediate incident response team
* Containment and investigation
* Customer notification within 72 hours
**Recovery:**
* System restoration and validation
* Post-incident analysis
* Security improvements and updates
### Customer Notification
We notify you of any data incidents:
**When We Notify:**
* Personal data is compromised
* Unauthorized access occurs
* Data is lost or corrupted
**How We Notify:**
* Email to registered addresses
* In-platform notifications
* Public announcements if necessary
**What We Provide:**
* Details about the incident
* Steps we're taking to resolve it
* Actions you should take
* Contact information for questions
## Contact Us
### Privacy Questions
If you have any questions, concerns or complaints regarding our compliance with this notice and the data protection laws, or if you wish to exercise your rights, we encourage you to first contact us at .
***
**Need help with data management?** Learn about [data quality and spam prevention](/app/personalization-data-management/data-quality-spam-prevention) to maintain effective campaigns.
# Frequently Asked Questions
Here you’ll find answers to common questions about using Blings in self-serve mode, including setup, personalization, usage limits, and sharing. If your question is not answered here or in our [support docs](https://blings.gitbook.io/future-for-both-pls-and-enterprise/), feel free to reach out to our [support team](/app/changelog-blog-support/support) directly. We’re here to help.
***
#### Account & Access
* How do I sign up for a Blings account?
* Visit [app.blings.io](https://app.blings.io) to sign up.
* What’s included in the free plan?
* Details of each plan are found in the [Plans & Pricing section](/app/plans-pricing)
* Can I upgrade, downgrade, or cancel my plan at any time?
* Yes, you can. Visit [Plans & Pricing ](/app/plans-pricing)to learn how.
* What happens when I exceed my monthly view limit?
* On the free plan, you cannot exceed your monthly view limit. On all other plans, you are charged a per view fee after your included views. Learn more in our [Plans & Pricing](/app/plans-pricing) section.
* Can I use Blings with multiple brands or clients?
* If you are an agency looking to work with multiple brands or clients, please reach out to our [sales department](/app/changelog-blog-support/support) to discuss agency partnerships.
* How do I reset my password?
* Full details to reset your password are [found here](/app/account-workspace-management/resetting-password).
***
#### Getting Started
* How do I create my first project?
* You can create your first project by following the steps in the “Getting Started” guide [here](https://blings.gitbook.io/future-for-both-pls-and-enterprise/).
* What is a Flow?
* A Flow is a sequence of scenes that make up the structure of your video. Learn more about creating and managing Flows [here](https://blings.gitbook.io/future-for-both-pls-and-enterprise/).
* How do templates work?
* Templates allow you to use pre-designed video structures that can be customized with your content. More information on how to use templates is available [here](https://blings.gitbook.io/future-for-both-pls-and-enterprise/).
* What are Scenes, and how do I edit them?
* Scenes are the individual sections of your video, and you can edit them to adjust content and interactions.
* How do I preview or test my video before publishing?
* You can test and preview your video within the platform before publishing.
***
#### Editing & Personalization
* How do I personalize text or images in my video?
* How do I connect user data (like name or location)?
* User data like name or location can be connected using dynamic tokens or data variables that pull from your CRM or data sources into the video content.
* What are breakpoints, and how do they affect layout?
* Breakpoints are specific screen size thresholds that determine how content is displayed. They help ensure your video layout adjusts properly for different devices and screen sizes.
* Can I change fonts, colors, and branding?
* Yes, you can customize fonts, colors, and other branding elements to match your company’s style guide and design preferences.
* Can I duplicate or reuse a Flow?
* Yes, you can duplicate and reuse a Flow to streamline the creation of similar videos, saving time on future projects.
***
#### Publishing & Sharing
* How do I publish and share my video?
* You can publish and share your video by generating a link or embedding code.
* Where can I embed my video (email, web, SMS)?
* You can embed your video in emails, websites, and SMS messages by using the provided embed codes or links. Detailed instructions for each option are available here.
* What is an MP5 video link?
* An MP5 video link is a unique URL that directs viewers to your personalized, interactive video. It allows you to track video performance and interactions.
***
#### Analytics & Tracking
* How can I see how my video is performing?
* You can track your video’s performance through built-in analytics that show key metrics such as views, clicks, and completion rates.
* What do “views,” “clicks,” and “completion rate” mean?
* Views: The number of times your video has been watched.
* Clicks: The number of times viewers interact with embedded calls to action.
* Completion rate: The percentage of viewers who watch the video to the end.
* How is click tracking handled inside the video?
* Click tracking is embedded in interactive elements of the video, capturing actions such as button clicks or form submissions, and these actions are recorded for performance analysis.
***
#### Integrations
* Can I connect Blings to my CRM?
* Yes, Blings can integrate with various CRM platforms, allowing for personalized video content based on customer data.
***
#### Billing & Limits
* What happens after I use all my views?
* Once you exceed the 1,000 included views, you will be charged based on your selected pricing plan for additional views.
* How is additional usage billed?
* Additional usage is billed based on the number of views you exceed your free allocation, with per-view fees applied according to your plan.
***
#### Technical Questions
* Can I host the video on my own domain?
* Yes, Blings allows you to host your video on your own domain using our Enterpise plan. Contact sales to learn more
* Can I export the video as a file?
* No, currently, Blings does not support exporting the video as a file. Videos are streamed through the platform.
* Do I need to install anything to use Blings?
* No installation is required. You can access Blings directly through your web browser.
* Is there an SDK or API for developers?
* Yes, Blings offers an SDK and API for developers to integrate personalized video content into other platforms and apps
***
#### Support
* How do I get help if I’m stuck?
* You can get help by referring to the support documentation, or by contacting the support team for assistance.
* How do I report a bug?
* If you want to report a bug, reach out to the support team here.
# How-to Videos
Our video library is ideal for visual learners. Watch quick tutorials that walk you through every aspect of Blings—from building your first flow to integrating with your CRM and analyzing your results.
Duration
Building Your First Flow
Follow along as we create a flow from scratch, add scenes and connect them with simple conditions.
4:27
Uploading & Managing Assets
Learn how to upload images, GIFs and videos to your media library and reuse them across projects.
3:10
Personalization with URL Parameters
See how to personalize a video link with URL parameters and merge tags in your email platform.
2:55
Creating Quizzes & Calculating Scores
Build a quiz, assign scores, and branch your flow based on results.
5:13
Integrating with HubSpot
Insert personalized videos into a HubSpot email, add dynamic thumbnails and test your campaign.
6:05
Search videos...
New tutorials are added regularly. Have an idea for a video? Let us know on the [Support & Contact](/app/changelog-blog-support/support) page.
# Product Tour
Get an overview of the Blings platform and its key features.
{% embed url="" %}
## Key Topics Covered
* Platform navigation and interface overview
* Main features and capabilities
* Best practices for getting started
* Tips for optimal workflow
Duration: 5:30
# Create a Personalized Campaign
Learn how to create your first personalized video campaign from start to finish.
{% embed url="" %}
## Key Topics Covered
* Setting up your campaign
* Adding personalization elements
* Testing your campaign
* Best practices for engagement
Duration: 8:15
# Add Branching Logic
Learn how to create interactive experiences with branching logic and conditions.
{% embed url="" %}
## Key Topics Covered
* Setting up decision points
* Creating conditional paths
* Testing different scenarios
* Advanced branching techniques
Duration: 6:45
# Import and Map Data
Learn how to import customer data and map it to your video elements.
{% embed url="" %}
## Key Topics Covered
* Data import methods
* Field mapping strategies
* Data validation
* Troubleshooting common issues
Duration: 4:50
# Test and Share Your Video
Learn how to test your personalized videos and share them with your audience.
{% embed url="" %}
## Key Topics Covered
* Preview and testing methods
* Sharing options and settings
* Email integration tips
* Social media sharing
Duration: 5:20
# Analytics & Optimization
Learn how to analyze your video performance and optimize for better results.
{% embed url="" %}
## Key Topics Covered
* Understanding analytics dashboard
* Key performance metrics
* A/B testing strategies
* Optimization techniques
Duration: 7:10
# old welcome
Get up to speed with Blings quickly. Learn what MP5 videos are, how to easily create your first interactive video, and start driving engaging experiences right away.
***
## 🚀 Quick Start (5-minute setup)
Follow these quick steps to create and share your first MP5 interactive video campaign:
1. [**Sign up and login →**](/app/ignore/welcome)\
Choose between Google, Email, or Single Sign-On (SSO).
2. [**Choose your first template →**](/app/ignore/welcome)\
Select a professional template or start from scratch.
3. [**Customize your content →**](/app/ignore/welcome)\
Easily add and edit text, images, and CTAs. Match your brand's colors, fonts, and styles.
4. [**Preview, test & publish →**](/app/ignore/welcome)\
Ensure everything looks perfect before sending. Share via email, SMS, or embed directly into your site.
***
## 📖 Essential resources
* [What is Blings & MP5 video technology? →](/app/ignore/welcome)\
Understand how Blings makes interactive, personalized video creation easy.
* [Blings glossary of key terms →](/app/ignore/welcome)\
Learn the language of Blings: scenes, flows, CTAs, and more.
* [Common FAQs →](/app/ignore/welcome)\
Quickly find answers to questions new users frequently ask.
***
## 🖥️ Supported browsers & devices
Blings works best on modern browsers and mobile devices. [Check compatibility here →](/app/ignore/welcome)
***
## 🎬 Popular "How-to" videos
Prefer visuals? These short guides help you master the basics quickly:
* [Create your first interactive video (5 min) →](/app/ignore/welcome)
* [Customize your brand styles and colors (3 min) →](/app/ignore/welcome)
* [Build personalized video flows & branches (4 min) →](/app/ignore/welcome)
[Explore all how-to videos →](/app/ignore/welcome)
***
## 📚 In-depth getting started guides
Master the core features of Blings step-by-step:
* [**Create & customize your first MP5 video →**](/app/ignore/welcome)\
A detailed visual guide, from template selection to final publishing.
* [**Understanding scenes & flow maps →**](/app/ignore/welcome)\
Learn how scenes form the backbone of your videos, how to connect them logically, and how branching works.
* [**Personalizing videos with dynamic data →**](/app/ignore/welcome)\
Discover how to use URL parameters and CRM integrations to deliver hyper-personalized experiences.
* [**Sharing & embedding videos →**](/app/ignore/welcome)\
Step-by-step instructions for embedding your videos into emails, websites, and SMS campaigns.
* [**Viewing analytics & insights →**](/app/ignore/welcome)\
Get a clear understanding of how your viewers interact with your videos through detailed analytics.
***
## 🛠️ Troubleshooting & support
Having trouble? Let's fix it:
* [**Troubleshooting common issues →**](/app/ignore/welcome)\
Quick solutions for common issues related to video display, integration, and performance.
* **Still stuck?** [**Contact support →**](/app/ignore/welcome)\
Reach out via email or live chat (Business/Enterprise).
* [**Blings Community →**](/app/ignore/welcome)\
Join fellow marketers, exchange tips, and get inspired.
***
## 📌 Next steps: Explore further
* [Use cases & templates →](/app/ignore/welcome)
* [Integrations & CRM guides →](/app/ignore/welcome)
* [Workflows & branching logic →](/app/ignore/welcome)
* [Account & subscription management →](/app/ignore/welcome)
***
We're excited to see what you'll create! 🌟\
– The Blings Team
# old home
> **welcome to blings — your new home for personalized, interactive mp5 videos.**
{% hint style="info" %}
**new to blings?** start with the 5-minute quick-start below, then explore deeper guides in the tabs that follow.
{% endhint %}
***
{% stepper %}
{% step %}
#### 1. sign up
create an account with google, email, or sso.
{% endstep %}
{% step %}
#### 2. pick a template
choose from marketing, onboarding, or promo templates.
{% endstep %}
{% step %}
#### 3. customize
edit scenes, update text & images, set global styles.
{% endstep %}
{% step %}
#### 4. test & share
send yourself a test email, embed, or grab a share link.
{% endstep %}
{% endstepper %}
***
### 📚 quick links
{% columns %}
{% column %}
#### getting started
[what is blings & mp5? →](/app/welcome-getting-started/what-are-mp5-videos)\
[glossary →](/app/welcome-getting-started/glossary)\
[faq →](/app/welcome-getting-started/frequently-asked-questions)
{% endcolumn %}
{% column %}
#### create & edit
[first-video guide →](/app/creating-managing-projects/create-project)\
[scenes & flow map →](/app/creating-managing-projects/scenes-flow-maps)\
[global styles →](/app/creating-managing-projects/branding-design)
{% endcolumn %}
{% endcolumns %}
***
{% tabs %}
{% tab title="use-case guides" %}
* product recommender
* onboarding sequence
* renewal reminder
* event invitation\
[view all →](/app/use-cases-templates)
{% endtab %}
{% tab title="how-to videos" %}
* beginner tour (5 min)
* customize brand styles (3 min)
* build branching flows (4 min)\
[video library →](/app/how-to-videos)
{% endtab %}
{% tab title="trending" %}
* embed in shopify
* calculate view usage
* build quiz-style video\
[changelog →](/app/changelog-blog-support/changelog)
{% endtab %}
{% endtabs %}
***
***
### need help?
| option | details |
| ------------------------- | -------------------------------------------------------------- |
| **troubleshooting guide** | [common issues & fixes →](/app/changelog-blog-support/support) |
| **email us** | |
| **live chat** | available on business + plans |
| **community** | [join the forum →](/app/changelog-blog-support/support) |
***
# old home2
> **welcome to blings — your new home for personalized, interactive mp5 videos.**
{% hint style="info" %}
**new to blings?** start with the 5-minute quick-start below, then explore deeper guides in the tabs that follow.
{% endhint %}
***
{% stepper %}
{% step %}
#### 1. sign up
create an account with google, email, or sso.
{% endstep %}
{% step %}
#### 2. pick a template
choose from marketing, onboarding, or promo templates.
{% endstep %}
{% step %}
#### 3. customize
edit scenes, update text & images, set global styles.
{% endstep %}
{% step %}
#### 4. test & share
send yourself a test email, embed, or grab a share link.
{% endstep %}
{% endstepper %}
***
### 📚 quick links
{% columns %}
{% column %}
#### getting started
[what is blings & mp5? →](/app/welcome-getting-started/what-are-mp5-videos)\
[glossary →](/app/welcome-getting-started/glossary)\
[faq →](/app/welcome-getting-started/frequently-asked-questions)
{% endcolumn %}
{% column %}
#### create & edit
[first-video guide →](/app/creating-managing-projects/create-project)\
[scenes & flow map →](/app/creating-managing-projects/scenes-flow-maps)\
[global styles →](/app/creating-managing-projects/branding-design)
{% endcolumn %}
{% endcolumns %}
***
{% tabs %}
{% tab title="use-case guides" %}
* product recommender
* onboarding sequence
* renewal reminder
* event invitation\
[view all →](/app/use-cases-templates)
{% endtab %}
{% tab title="how-to videos" %}
* beginner tour (5 min)
* customize brand styles (3 min)
* build branching flows (4 min)\
[video library →](/app/how-to-videos)
{% endtab %}
{% tab title="trending" %}
* embed in shopify
* calculate view usage
* build quiz-style video\
[changelog →](/app/changelog-blog-support/changelog)
{% endtab %}
{% endtabs %}
***
***
### need help?
| option | details |
| ------------------------- | -------------------------------------------------------------- |
| **troubleshooting guide** | [common issues & fixes →](/app/changelog-blog-support/support) |
| **email us** | |
| **live chat** | available on business + plans |
| **community** | [join the forum →](/app/changelog-blog-support/support) |
***
# old readme
> **search**\
> \&#xNAN;*find answers fast – search by keyword, feature, or use-case*
***
## :staylinked:New buttonNew buttonNew button
> quote
* [ ] todo a
* [ ] todo b
* [ ] todo c
expandable1
this in the expandable
{% tabs %}
{% tab title="First Tab" %}
tab1
{% endtab %}
{% tab title="Second Tab" %}
tab2
{% endtab %}
{% endtabs %}
{% hint style="info" %}
hint1
{% endhint %}
divider
***
images:
