Question 1

Can I automate sending personalized videos to contacts based on triggers or conditions?

Accepted Answer

Yes. You can connect Gratavid to automation platforms so that videos are generated and sent automatically when specific events occur, such as when a new contact is added to your database, a contact reaches a milestone, or data in another system changes. This removes the manual step of creating and sending individual videos each time a trigger fires. The automation can pull contact information and personalization data from your source system, pass it to Gratavid, and send the resulting video via email or text without human intervention.

Question 2

What data can flow between Gratavid and my other business tools?

Accepted Answer

Gratavid accepts contact information (names, email addresses, phone numbers) and personalization variables from upstream systems, allowing videos to be customized with recipient-specific details. After videos are sent, Gratavid can return delivery status and tracking data back to your automation platform or CRM, so you know whether each video was delivered and opened. This two-way data flow lets you build conditional logic around video delivery, such as triggering follow-up actions only if a video was successfully sent.

Question 3

What should I watch out for when automating video sends through Gratavid?

Accepted Answer

Ensure contact phone numbers and email addresses are clean and valid before they reach Gratavid, since invalid addresses will cause send failures. Be aware that personalizing videos at scale requires your automation to map contact data fields correctly to Gratavid's template variables, and misaligned fields will result in generic or broken personalization. Also confirm that your video template is finalized and tested before connecting it to live automation, since changes to the template after automation is active may not apply to videos already queued or sent.

Question 4

How should I organize my Gratavid videos and templates for automation to work smoothly?

Accepted Answer

Create one video template per automation workflow so each template has a clear, single purpose and a stable template ID for your automation to reference. Use consistent naming conventions for your templates and mark which ones are live versus drafts, so automations don't accidentally target incomplete templates. Store a documented list of which data fields your templates expect (e.g., first name, company name) so automation builders can map incoming data correctly and avoid mismatches.

Automate the manual work in Gratavid

Gratavid by the numbers

Top 5 Gratavid friction points when done manually

Manually uploading video files to Gratavid

Tracking Gratavid viewer engagement by hand

Resending Gratavid links to missing recipients

Updating video metadata across Gratavid

Coordinating Gratavid delivery timing manually

What you can automate in Gratavid

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Create Gratavid tasks from new Bloomerang donations over $100

Create Gratavid tasks from new contacts in Constant Contact

Create Gratavid tasks from new Mailchimp subscribers

Send Gratavid notes for new donations in Bloomerang

Tools commonly connected to Gratavid

Gratavid Automation questions

Ready to automate your work in Gratavid?