The goal of this guide is to help you set up automated flows which will create and send completely personalized videos to your customers/employees/partners without code. All this can be achieved with Synthesia Zapier app - without any code and in less than an hour.
- Use cases for Zapier
- What do you need to get started?
- How to set up Zapier?
- Set up Zap #1: Generate the video
- Set up Zap #2: Send the video once generated
- 👋 Greeting high value leads
Applicable zaps: Hubspot, Mailchimp, Webflow, etc.
- 📅 Asking high value leads for a meeting
Applicable zaps: Hubspot, Mailchimp, Webflow, etc.
- 🙏 Greeting/thanking new customers
Applicable zaps: Shopify, Hubspot, etc.
- 🛒 Pinging abandoned cart customers
Applicable Zaps: Shopify, etc.
- 🤔 Thanking survey responders
Applicable Zaps: Typeform, Google Forms etc.
- 👍 Thanking job applicants
Applicable Zaps: Workable, Greenhouse, etc.
You need to become a paid Synthesia STUDIO user in order to get access to your API keys. You can create your account here. Once you’ve become a Synthesia STUDIO user, head to accounts settings, scroll down to "API Keys" area, and create a new API key (you'll use this later in Zapier to connect with Synthesia).
Synthesia Zapier app can be found in Zapier or here.
Below you can see a visualized view of a possible Zapier integration with Synthesia. It includes a creation of two zaps. The first zap will serve as a trigger for video creation based on a customer lifecycle event.
Remember it takes from 3-10 minutes for the video to be created at the moment. The second zap will then be triggered when the video is ready to be sent to your user via email or SMS.
This first zap will serve as a trigger for video creation based on a customer lifecycle event. Remember it takes from 3-10 minutes for the video to be created at the moment. The second zap below will then be triggered when the video is ready to be sent to your user.
Here comes a bit of your creativity into play. Think about your use case and your user touchpoint that you want to use as a trigger to send a personalized video message.
Below are a few Zapier triggers that you could use as the step 1:
- Hubspot (New Form Submission, New Contact Property Change…)
- Typeform (New Entry)
- Shopify (New Customer, New Abandoned Cart…)
- Webflow (Form Submission)
- Mailchimp (New Customer, New Order…)
- Calendly (Invitee Created)
- And many more
In the Zapier action, provide the template ID and template data of the template that you'd like to base your final video on.
If you're not familiar with templates, make sure to have a look at this guide before continuing.
Optionally, you may provide a title and description for the final video. If you don't provide one, it will use the values from the template (which may be variables themselves).
Finally, if required, specify the callback ID. This field is video-specific and is included in any video events or payloads. This means that it may be used to store metadata that is meaningful to you. For example, you might choose to store the customer's email from step one so that in a later step, you can use this email address.
How to maximize personalization in the video script?
Think creatively about the final video. The more personalization points from step one above that you include, the more personalized the final video will feel.
You can include anything that might be relevant to your message recipient: name, industry, title, position, company, product, etc.
Feeling extra creative? You can even use Zapier Paths after step one to conditionally generate different templates or populate variables with different values. This way, you can tailor the final video based on your user's inputs and choices.
This second zap will serve as a way to send an email/SMS to your user with the personalized video. In the simplest form it can have 2 steps. Let's look at them below.
Simply select Synthesia New Video Ready Trigger. No other input is required here.
Below are a few possible actions to use here to send the email/SMS to your customer (depending on your tool of choice):
- Email by Zapier
- Amazon SES
- or any other email/SMS tool you use and is supported by Zapier
Now, the only thing left is to define the standard parameters for the email. Below is one of our examples.
To: <Callback ID from Step 1>
Subject: New to Synthesia?
<p>Hey there,</p> <p>I'm super happy to see you in Synthesia.</p> <p>To make a first successful video you can follow our <a href="https://help.synthesia.io/tips">tips here</a>.</p> <p>And btw. here is a video created uniquely for you:</p> <a href="<share_page_URL_from_step_1>"> <img src="<thumbnail_URL_from_step_1>" width="500"> </a> <p>🎥 <a href="<share_page_URL_from_step_1>">Link to video</a></p>
Need more personalization variables in email?
Want to use more personalization variables in the email body or use different email templates depending on the recipient?
You can do this by simply passing more parameters via Callback ID in the Zap 1 and then use another step in Zap 2 before sending the email to separate Callback ID into several paramaters (Formatter by Zapier -> Text -> Transform -> Split Text -> Separator that you used in Zap 1 eg. "," -> Segment Index: All as separate fields). This for example enable us to pass a more complex Callback ID that helps us respond to different events with different emails.
Updated about 1 month ago