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This guide is applicable in cases where SEEN renders your videos for you as a part of the video implementation process.

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  1. Make sure the data is clean.

    1. Clean all special characters that are not supposed to be present.

    2. Remove leading and trailing spaces.*

      *If your file includes data as “J.”, we will render as is.

    3. Capitalise + lower case names

    4. Lower case email addresses (if used).

    5. Remove all rows with missing data (e.g. missing first name).*

      *You can also replace bad or missing data with a generic option, if the script allows this.

  2. Remove all unused data & combine all data to one file

    1. Both unused columns and sheets / tabs should be removed.
    2. Combine all data into one file, in case you are working with multiple source files (unless otherwise agreed with SEEN).
  3. Prepare phone numbers (if applicable).

    1. Add the country code in front of the phone number, and remove all spaces.
    2. Make sure the phone numbers are correct (amount of numbers etc).
    3. If you have Swedish phone numbers in your list, remove the 0 (if present) between +46 and 7.
  4. If you are using images in your film, only use direct links that do not require authentication to the images. Do not use redirect links.

  5. Rename columns.

    1. Do the following changes:
      1. Use first_name as the first name column name.
      2. Use last_name as the surname column name.

    Special characters and spaces are not allowed in column names.

  6. Include an internal ID (e.g. ID-number or email address) for you to be able to import the file you receive from SEEN back to your system for distribution.

  7. Prepare the file to safely transfer to SEEN.

    1. The file should be in CSV-format when transferred to SEEN.
    2. Safely transfer the data to SEEN by either using a file transfer service, or send the file directly to SEEN.
      1. Remember to encrypt your data to comply with GDPR. You can share the password with your Customer Success Manager by sending the password separately via SMS, or use a safe sharing service.
  8. Correct file structure:

crm_id first_name last_name interest
123 John Doe Football
234 Jane Smith Tennis
345 Michael Johnson Basketball
456 Emily Davis Swimming
567 William Martinez Volleyball
678 Elizabeth Taylor Skiing
890 James Anderson Golf
020 Jennifer Thomas Badminton
046 Robert Jackson Football
352 Linda Harris Rugby
782 David Martin Cricket
365 Barbara Thompson Ice Hockey
289 Richard Garcia Baseball
033 Susan Martinez Table Tennis
078 Joseph Robinson Cycling