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Personalizing Your Stories
Personalizing Your Stories
Updated over 4 months ago

Customizing your links on ScreenSpace ensures they are perfectly tailored to your brand and audience. From branded URLs to personalized content, these customization options help you enhance engagement and create memorable experiences for your viewers. Here’s how you can customize all links, including share links, embed links, and partner links.

Branded URL

Set your workspace’s URL path to make your Share Links on-brand. This helps reinforce your brand identity and provides a professional appearance. Requires Engage or Growth plan.

How to Implement

  1. Navigate to Workspace Settings: Head to the workspace settings page in ScreenSpace.

  2. Set the Workspace Path: Adjust the URL path to match your branding.

If you need to change your path at a later time, please contact us through the in-app messenger or at team@screenspace.io.

Personalize

Customize any link with lead information and personalized copy using our advanced Global Search & Replace feature. Tailor your Story to each lead, enhancing relevance and creating a memorable experience.

Note: the below personalization options can be combined for a truly memorable experience.

How to Implement

To personalize your Stories, you'll first define your variables within your Story and then set them using either through the Share Link settings or URL parameters.

1. Define Your Variables

Set Your Variable

Wrap any text inside { curly braces } to turn it into a dynamic variable. This works for titles, StoryPoint text, buttons, hyperlinks, and embedded content. If the variable is not defined, it will return blank.

Example:

  • Original — Welcome, { name }!

  • Variable: [not defined] — Welcome, !

  • Variable: “Kelly” — Welcome, Kelly!

Add a Fallback

Set a fallback to display when a variable is not defined using this format: { name | fallback: friend }.

Example:

  • Original — Welcome, { name | fallback: friend }!

  • Variable: [not defined] — Welcome, friend!

  • Variable: “Kelly” — Welcome, Kelly!

Add Static Text

Dynamically add static text around your variable using the format: { Company + " needs" | fallback: You need }.

Example:

  • Original — { Company + " needs" | fallback: You need } a better solution.

  • Variable: [not defined] — You need a better solution.

  • Variable: “Microsoft” — Microsoft needs a better solution.

Match Variable Case

The case of the variable’s value will adjust to match the context in which the variable is used within your Story.

Example:

  • Original — { Industry } needs a better solution.

  • Variable: “marketers” — Marketers need a better solution..

2. Replace Variables

Define how to set your variables using either the Share Link settings (for predefined personalization) or URL parameters (for dynamic content). Set variables using Share Link settings for leave-behinds or targeted outreach and URL parameters for email campaigns or dynamic updates.

Via Share Link Settings

  1. Navigate to Your Story: Open the Story you want to share.

  2. Launch the Share Modal: Click Share in the Toolbar on the right.

  3. Open Global Search & Replace Settings: Access these settings from the Share Link options.

  4. Replace Variables:

    • Simple Text: Replace the variable with the desired text.

    • Rich Text: Click the Text button to switch to Rich Text.
      Works only if all instances of a variable are within the same object type that supports Rich Text.

Pro Tip: Simple text variables can support HTML formatting. Here's how:

1. Wrap any text inside a StoryPoint in {brackets} to turn it into a variable like this:

{message}

2. Write your copy using HTML formatting like this:

<img src='https://media.screenspace.io/images/54490b23-a7ea-4371-885c-ebd0d26dada7.jpg' width='100%' />

<p><strong style="color:#E643FF;">Make your Stories memorable</strong></p>

<h1>Ultimate Guide to Personalizing</h1>

<p>Customize the copy of your Stories with little effort! Here’s how you can use URL parameters to personalize your Stories and make them shine.</p>

<ul>

<li><strong>Step 1:</strong> Identify the content you want to customize. Wrap any text in {brackets} to turn it into a variable.</li>

<li><strong>Step 2:</strong> Write your copy using HTML formatting. Use an encoder tool (or ChatGPT) to convert your HTML into URL friendly text.</li>

<li><strong>Step 3:</strong> Append the encoded content to your URL. Place it at the end of your Story URL with the appropriate parameter (ie [Story URL]?variable1=value1&variable2=value2).</li>

</ul>

<p>It's that easy! Let’s get started and make those Stories <a href='https://www.youtube.com/watch?v=dQw4w9WgXcQ'>unforgettable</a>!</p>

3. Paste your copy inside the desired Global Search & Replace field

4. The output inside your StoryPoint should look like this:

Make your Stories memorable

Ultimate Guide to Personalizing

Customize the copy of your Stories with little effort! Here’s how you can use URL parameters to personalize your Stories and make them shine.

  • Step 1: Identify the content you want to customize. Wrap any text in {brackets} to turn it into a variable.

  • Step 2: Write your copy using HTML formatting. Use an encoder tool (or ChatGPT) to convert your HTML into URL friendly text.

  • Step 3: Append the encoded content to your URL. Place it at the end of your Story URL with the appropriate parameter (i.e., [Story URL]?variable1=value1&variable2=value2).

It's that easy! Let’s get started and make those Stories unforgettable!

Via URL Parameters

https://story.screenspace.io/acmeshield?variable1=value1&variable2=value2

  1. Navigate to Your Story: Open the Story you want to share

  2. Launch the Share Modal: Click Share in the Toolbar on the right

  3. Copy Your Share Link: Click the Copy Link button to copy the URL

  4. Add Variables to the URL: Append the link URL with your variables. Example: https://story.screenspace.io/story_path?variable1=value1&variable2=value2

Pro Tip: URL parameters can support HTML formatting. Here's how:

1. Wrap any text inside a StoryPoint in {brackets} to turn it into a variable like this:

{myvariable}

2. Write your copy using HTML formatting like this:

<img src='https://media.screenspace.io/images/54490b23-a7ea-4371-885c-ebd0d26dada7.jpg' width='100%' />

<p><strong style="color:#E643FF;">Make your Stories memorable</strong></p>

<h1>Ultimate Guide to Personalizing</h1>

<p>Customize the copy of your Stories with little effort! Here’s how you can use URL parameters to personalize your Stories and make them shine.</p>

<ul>

<li><strong>Step 1:</strong> Identify the content you want to customize. Wrap any text in {brackets} to turn it into a variable.</li>

<li><strong>Step 2:</strong> Write your copy using HTML formatting. Use an encoder tool (or ChatGPT) to convert your HTML into URL friendly text.</li>

<li><strong>Step 3:</strong> Append the encoded content to your URL. Place it at the end of your Story URL with the appropriate parameter (ie [Story URL]?variable1=value1&variable2=value2).</li>

</ul>

<p>It's that easy! Let’s get started and make those Stories <a href='https://www.youtube.com/watch?v=dQw4w9WgXcQ'>unforgettable</a>!</p>

2. Convert your HTML into URL friendly text using an encoder tool or ChatGPT

%3Cimg%20src%3D%27https%3A%2F%2Fmedia.screenspace.io%2Fimages%2F54490b23-a7ea-4371-885c-ebd0d26dada7.jpg%27%20width%3D%27100%25%27%20%2F%3E%3Cp%3E%3Cstrong%20style%3D%22color%3A%23E643FF%3B%22%3EMake%20your%20Stories%20memorable%3C%2Fstrong%3E%3C%2Fp%3E%3Ch1%3EUltimate%20Guide%20to%20Personalizing%3C%2Fh1%3E%3Cp%3ECustomize%20the%20copy%20of%20your%20Stories%20with%20little%20effort%21%20Here%E2%80%99s%20how%20you%20can%20use%20URL%20parameters%20to%20personalize%20your%20Stories%20and%20make%20them%20shine.%3C%2Fp%3E%3Cul%3E%3Cli%3E%3Cstrong%3EStep%201%3A%3C%2Fstrong%3E%20Identify%20the%20content%20you%20want%20to%20customize.%20Wrap%20any%20text%20in%20%7Bbrackets%7D%20to%20turn%20it%20into%20a%20variable.%3C%2Fli%3E%3Cli%3E%3Cstrong%3EStep%202%3A%3C%2Fstrong%3E%20Write%20your%20copy%20using%20HTML%20formatting.%20Use%20an%20encoder%20tool%20%28or%20ChatGPT%29%20to%20convert%20your%20HTML%20into%20URL%20friendly%20text.%3C%2Fli%3E%3Cli%3E%3Cstrong%3EStep%203%3A%3C%2Fstrong%3E%20Append%20the%20encoded%20content%20to%20your%20URL.%20Place%20it%20at%20the%20end%20of%20your%20Story%20URL%20with%20the%20appropriate%20parameter%20%28i.e.%2C%20%5BStory%20URL%5D%3Fvariable1%3Dvalue1%26variable2%3Dvalue2%29.%3C%2Fli%3E%3C%2Ful%3E%3Cp%3EIt%27s%20that%20easy%21%20Let%E2%80%99s%20get%20started%20and%20make%20those%20Stories%20%3Ca%20href%3D%27https%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3DdQw4w9WgXcQ%27%3Eunforgettable%3C%2Fa%3E%21%3C%2Fp%3E

3. Append the encoded content to your URL. Place it at the end of your Story URL with the appropriate parameter. Like this:

https://story.screenspace.io/showcase/c0fc6707/19048/19496?myvariable=%3Cimg%20src%3D%27https%3A%2F%2Fmedia.screenspace.io%2Fimages%2F54490b23-a7ea-4371-885c-ebd0d26dada7.jpg%27%20width%3D%27100%25%27%20%2F%3E%3Cp%3E%3Cstrong%20style%3D%22color%3A%23E643FF%3B%22%3EMake%20your%20Stories%20memorable%3C%2Fstrong%3E%3C%2Fp%3E%3Ch1%3EUltimate%20Guide%20to%20Personalizing%3C%2Fh1%3E%3Cp%3ECustomize%20the%20copy%20of%20your%20Stories%20with%20little%20effort%21%20Here%E2%80%99s%20how%20you%20can%20use%20URL%20parameters%20to%20personalize%20your%20Stories%20and%20make%20them%20shine.%3C%2Fp%3E%3Cul%3E%3Cli%3E%3Cstrong%3EStep%201%3A%3C%2Fstrong%3E%20Identify%20the%20content%20you%20want%20to%20customize.%20Wrap%20any%20text%20in%20%7Bbrackets%7D%20to%20turn%20it%20into%20a%20variable.%3C%2Fli%3E%3Cli%3E%3Cstrong%3EStep%202%3A%3C%2Fstrong%3E%20Write%20your%20copy%20using%20HTML%20formatting.%20Use%20an%20encoder%20tool%20%28or%20ChatGPT%29%20to%20convert%20your%20HTML%20into%20URL%20friendly%20text.%3C%2Fli%3E%3Cli%3E%3Cstrong%3EStep%203%3A%3C%2Fstrong%3E%20Append%20the%20encoded%20content%20to%20your%20URL.%20Place%20it%20at%20the%20end%20of%20your%20Story%20URL%20with%20the%20appropriate%20parameter%20%28i.e.%2C%20%5BStory%20URL%5D%3Fvariable1%3Dvalue1%26variable2%3Dvalue2%29.%3C%2Fli%3E%3C%2Ful%3E%3Cp%3EIt%27s%20that%20easy%21%20Let%E2%80%99s%20get%20started%20and%20make%20those%20Stories%20%3Ca%20href%3D%27https%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3DdQw4w9WgXcQ%27%3Eunforgettable%3C%2Fa%3E%21%3C%2Fp%3E

4. The output inside your StoryPoint should look like this:

Make your Stories memorable

Ultimate Guide to Personalizing

Customize the copy of your Stories with little effort! Here’s how you can use URL parameters to personalize your Stories and make them shine.

  • Step 1: Identify the content you want to customize. Wrap any text in {brackets} to turn it into a variable.

  • Step 2: Write your copy using HTML formatting. Use an encoder tool (or ChatGPT) to convert your HTML into URL friendly text.

  • Step 3: Append the encoded content to your URL. Place it at the end of your Story URL with the appropriate parameter (i.e., [Story URL]?variable1=value1&variable2=value2).

It's that easy! Let’s get started and make those Stories unforgettable!

Map a Variable to a URL Parameter

In some cases, you may not want to use the variable itself as the parameter in the URL. For instance, the Company variable might be defined by the parameter answer_1 when referred from Calendly.

In this case, you can map the ScreenSpace variable to the appropriate parameter by defining the parameter inside { curly braces } inside the Share Link like so:

Starting Point

Share the most relevant part of your Story based on the persona or use-case. Directing your audience to key moments improves their experience and engagement.

How to Implement

You can either set the starting point of your Story through the Share Link settings or by using the URL parameters.

Via Share Link Settings

  1. Navigate to Your Story: Open the Story you want to share.

  2. Launch the Share Modal: Click Share in the Toolbar on the right.

  3. Open Starting Point Settings: Access these settings from the share link options.

  4. Select Starting Point: Choose the desired Scene or StoryPoint.

Via URL Parameters

https://story.screenspace.io/acmeshield/ {scene_id} / {storypoint_id}

  1. Navigate to Your Story: Open the Story you want to share

  2. Launch the Share Modal: Click Share in the Toolbar on the right

  3. Copy Your Share Link: Click the Copy Link button to copy the URL

  4. Navigate to Desired Point: Open the copied Share Link and navigate to the desired Scene or StoryPoint.

  5. Copy URL: Use the URL displayed in the browser as your new Share Link. Be sure you include the Story and/or StoryPoint ID in the URL.

Dynamic Content

Dynamically customize your Story content using Tags or Events. Personalize the experience for different audiences by setting which objects are visible based on the Share Link’s Tag or your visitor's interactions. Requires Growth Plan.

Using Tags to Drive Visibility

Recommended when tailoring your Story to specific audiences or accounts.

1. Define the Tags at the object level

  1. Open Your Story: Navigate to the Story you want to customize.

  2. Select Object: Choose an object you’d like visible to only some audiences.

  3. Set Visibility: Under the Visibility dropdown, activate the relevant Tags.

  4. Set the Tag Names (Optional): Modify the names of the tags by clicking Edit Tags for easy identification.

2. Tag your Share Links

The object will now only display for Share Links with that Tag. All new Share Links start with the Default Tag.

  1. Launch the Share Modal: Click Share in the Toolbar on the right

  2. Select Share Link: Choose the desired Share Link.

  3. Set Tag: Match the share link’s tag to that of the object.

Previewing Tag Visibility

When viewing your Story inside the Visual Designer while in Preview Mode or via the Preview link, the visibility will be displayed as if viewing with the Default tag. In order to preview your Story using other tags, you need to visit the respective Share Links with those tags pre-defined.

Using Events to Drive Visibility

Recommended when you want to display content in a sequential manor or to tailor the experience based on user interactions.

How to Implement

  1. Open Your Story: Navigate to the Story you want to customize.

  2. Select Object: Choose an object you’d like visible based on a prior Event.

  3. Set Visibility: Under the Visibility dropdown, select the Scene and/or Object that you'd like to trigger it's visibility.

  4. Hide Trigger Object: Optionally hide the object that triggered the visibility

Previewing Event Visibility

You can test event-based dynamic visibility simply by switching to Preview Mode inside the Visual Designer, visiting your Preview link, or visiting any Share Link.

Link Preview

Change the link preview title, description, and thumbnail to attract more clicks and engagement by optimizing how your Story appears on social media.

How to Implement

  1. Navigate to Your Story: Open the Story you want to share.

  2. Launch the Share Modal: Click Share in the Toolbar on the right.

  3. Open Link Preview Settings: Access these settings from the Share Link options.

  4. Enter Details: Provide the title, description, and upload an image or video for the preview.

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