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What are common uses for personalization and variables?

Updated · 2 min read

Short answer

Use a variable when a value should change what a viewer sees, where they go next, or how the view is reported. Common uses are a greeting by name, an offer that fits the viewer’s role, a route to the right section, an answer that carries into the next video, and a link from your CRM that identifies the viewer.

  1. Pick one decision that a variable will make better.
  2. Choose one source for the value: a question, a click, lead capture, the link, or a Set Variable navigation.
  3. Use a short variable name and a small, fixed set of values.
  4. Use the value in text, in conditional logic, or in a branch.
  5. Test with a value, with an unexpected value, and with no value.
  • Greeting: collect the name with lead capture, then show a text interaction that says “Thanks, {{name}}. Here is your plan.”
  • Role-based offer: ask “What is your role?” and store the answer in role. Show the Manager offer button only if role Equals manager.
  • Routing: a button sets product=analytics and uses Switch Video to open the analytics demo.
  • Memory across videos: the value of role is still available after a switch, so the next video can skip what does not apply.
  • CRM links: send each contact a link with name, email, and custom_id, so the view is reported under that person.
  • Score messages: show a message only if cScore Is a number greater than 79.
  • Page handoff: turn on Append variables when opening links, so your landing page receives values such as role in its link.

Offers and branches based on viewer roles

Copy link to Offers and branches based on viewer roles

Show an offer for the viewer’s role or use branching to skip sections that do not apply.

Do not put private information in a share link or on screen. Collect only what the video uses, and write copy that still works when a value is missing.

Variables are on Core and higher plans. Conditional logic is on Pro and higher. Lead capture and video branching are on every plan.