Overview
The personalized videos you are generating with Idomoo are just a part of your customer communication lifecycle. You want to be able to connect your customer's interactions with the video to the rest of the data you hold about your customer. Our analytics has this data in our analytics reports [link to reports], but how do you know which video belongs to which customer? Read on!
Analytics and Customer Identifiers
Idomoo Analytics uses the video file name as the identifier for all the interactions with that video. The analytics reports has that as a column in the CSV. By default, the video file name is a random set of characters created automatically by the Idomoo Platform. However, you can set that file name yourself and by doing that create a relationship between Idomoo Analytics and your CRM.
There are several ways to define what the video file name should be, and we'll talk about that below, but first, an important point:
Make Sure the Customer ID Isn't PII
The customer IDs you have might be your customer's account number or their email address. This is not something Idomoo should hold for you in Idomoo Analytics. It breaks our contract of not keeping any personal identifiable information (PII) about your customers.
Instead, you should create alternate unique identifiers in a separate field for each contact inside your CRM. This can be any number or hash that will be unique to the customer, but will have no other meaning.
How To Use a Unique Identifier As a File Name
So how do you do this? How do you add your unique customer identifier so it appears in your reports? It's simple, but depends how you are generating videos. Let's look at each method individually:
Generating Videos with API
When using API to generate videos you use either the generate from storyboards or generate from scenes end points. In both of these you are sending a JSON body specifying your request. In the root of this body you can add an "output_file_name" field. Insert the unique customer identifier here. If you have more than one output of the same type (for example, two jpegs), you can use the "suffix" field to differentiate between the two.
Generating Videos with Batch
When using a CSV file to generate videos by uploading the file to Idomoo's Video Generation app, you also have an option to add a column to the CSV file that would be used as the file name. You then define that column as your file name using the web interface. You can read more about that in the How to Generate Videos with Batch article.
Generating Videos with SFTP
Generating videos using SFTP is a feature only available as part of professional services. As you will work with professional services to setup your SFTP, you will also agree on which column in your CSV data file should be used for a unique customer identifier. To separate different campaigns or use cases, use different statistics IDs for each.
For more information read the How To Generate Videos Using SFTP article.
Use Statistics IDs
You probably don't have just one project with Idomoo, or maybe you send the same video to the same customer with updated data periodically. I so, how do you make sure that each statistic is different for each project, though the unique customer identifier is the same? Simple:
When generating videos you can also choose a statistics ID - a string that defines the campaign itself, whatever the word campaign means to you. Using this in combination with a unique customer identifier give you the flexibility to create many campaigns and always tie the viewer's behavior with the video to their behavior elsewhere.
