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Personalized and evergreen video

Video library matching, upload flow, and when each mode applies.

Last updated: May 2026

Two delivery modes

Sequence video steps support:

ModeBehaviour
Personalized (matchByName: true)Selects a per-prospect asset by matching prospect first name against video library name rows
Evergreen (matchByName: false)One shared asset (videoId / videoUrl) for all prospects in that step

Manual vs AI-generated provenance is tracked via origin metadata (manual vs generated) separate from file naming.

Uploads and storage

Uploads use presigned URLs with structured object keys:

{workspace_slug}/{asset_type}/{origin}/{language}/{file}

Evergreen sequence uploads (Sequences → Video → Evergreen → Upload video) must use presign → upload → finalize; saved steps store videoId and the Backblaze path in metadata, not temporary browser URLs. Use the VSL | Trojan toggle so video_type matches the asset you intend to send. Default upload language is en until the editor exposes a language control.

Engineering contract (field-by-field): docs/specs/domains/videos.md in the repo.

Environment-scoped buckets isolate prod/stage/dev; tenant isolation is enforced at API/DB layers rather than per-client bucket sprawl.

Practical tips

  • Keep first names in library aligned with enrichment quality—nickname mismatches skip matches silently.
  • Large files: allow time for upload + CDN/propagation before sequencing volume spikes.
  • Validate language metadata for international campaigns.

Video steps chain with Sequences and automated follow-ups and may interact with stop-on-reply logic when prospects engage mid-funnel.