Best Practices for Leveraging Personalized Video Software

Kathy DeGlandon on October 22, 2025

In a world where digital interactions are the norm, capturing and maintaining customer attention is more challenging than ever. Personalized video software offers a powerful solution to this problem, enabling businesses to create engaging, tailored content that resonates with their audience.

Personalized videos can transform customer support by providing step-by-step solutions to common issues. This human touch in digital interactions can significantly reduce support tickets and improve customer satisfaction. Additionally, incorporating clear calls to action in your videos can drive engagement and conversions, guiding customers toward purchasing or signing up for a service. But how do you use video solutions to your benefit? Read on to learn how.

1. Understand Your Audience

Before creating personalized videos, it’s essential to understand your audience’s preferences, behaviors, and needs. Use data analytics to gather insights and segment your audience effectively. This ensures that your videos are relevant and resonate with each viewer.

2. Create Engaging Onboarding Videos

First impressions matter. Use personalized video software to create engaging onboarding videos that welcome new utility customers and guide them through your services. Tailored onboarding experiences can significantly improve customer satisfaction and retention.

3. Simplify Complex Information

Personalized videos are excellent for breaking down complex information into easily digestible content. Whether explaining CIS/UB billing details or demonstrating product features, videos can make it easier for customers to understand and act on the information.

4. Enhance Customer Support

Use personalized videos to address common customer queries and issues. This reduces the volume of support tickets and provides a more human touch to digital interactions. Tailored videos can offer step-by-step solutions, making problem-solving more efficient.

5. Incorporate Clear Calls to Action

Every personalized video should include clear and compelling calls to action (CTAs). Whether it’s encouraging customers to purchase, sign up for a service, or provide feedback, CTAs guide viewers on the next steps and drive engagement.

6. Utilize Data for Continuous Improvement

Leverage analytics to track the performance of your personalized videos. Monitor metrics such as view rates, engagement levels, and conversion rates. Use this data to refine your video content and strategies continuously.

7. Maintain Consistency with Branding

Ensure that your personalized videos align with your brand’s identity. Consistent use of logos, color schemes, and messaging reinforces brand recognition and trust among your audience.

8. Optimize for Multiple Channels

Personalized videos should be optimized for various channels, including email, social media, and your website. This multi-channel approach ensures your content reaches a broader audience and maximizes engagement opportunities.

By following these best practices, you can leverage personalized video software to enhance customer engagement, build stronger relationships, and drive business growth. Have questions about using personalized video at your utility or municipality? Contact our sales team today.

Why Personalized Video Engagement Is the Future of Customer Experiences

Kathy DeGlandon on June 25, 2025

Personalized Video Engagement Is the Future of Customer Experiences

In today’s digital age, standing out in a sea of content is more challenging than ever. Customers are bombarded daily with countless messages, making it crucial for businesses to find innovative ways to capture and retain their attention. Enter SmartVX, personalized video engagement—a game-changer in reaching and engaging your utility customers.

What is Personalized Video Engagement?

Personalized video engagement involves creating videos tailored to individual viewers, addressing them by name, and referencing their utility billing account information from CIS Infinity to give them information when and where they need it. This approach transforms generic content into a powerful tool for building meaningful customer connections.

The Benefits of Personalized Video Engagement

Breaking Through the Noise: Personalized videos cut through the clutter of generic email, direct mail, and website portals. By addressing viewers directly, these videos capture attention more effectively than direct mail, email or bill inserts.
Higher Engagement Rates: Personalized videos boast higher open and click-through rates compared to traditional emails. They make viewers feel valued and understood, which drives engagement.
Enhanced Customer Satisfaction: Videos can simplify complex information, making it easier for customers to understand products, services, or changes in billing. This clarity reduces frustration and improves overall satisfaction.
Increased Retention and Loyalty: By creating a more personalized experience, utilities and municipalities can foster stronger customer relationships, leading to higher customer satisfaction scores.

The Future of Customer Experiences

As technology continues to evolve, the potential for personalized video engagement will only grow. Businesses that embrace this trend will be better positioned to meet the demands of modern consumers, who increasingly expect tailored, relevant, and engaging content.

In conclusion, personalized video engagement is not just a trend—it’s the future of customer experiences. By leveraging this powerful tool, businesses can create deeper connections, drive higher engagement, and ultimately foster greater customer satisfaction.

Want to learn more about personalized video engagement? Contact our sales team for a demonstration.

Top Ten Benefits of Using Personalized Video Engagement Software

Kathy DeGlandon on February 26, 2025

In today’s fast-paced digital world, utilities are looking for ways to personalize their communications with customers. Traditional methods such as web portals, office visits, email, and direct mail have their merits, but they often fall short in effectiveness and customer satisfaction because they lack the personal touch that everyone expects these days. Today’s game-changer is personalized video engagement software like SmartVX.

SmartVX is a power video engagement software designed to enhance customer communication through personalized video content pulled directly from your CIS software. If you’re thinking about ways to reach your community with a personalized touch, check out the top ten benefits of using video engagement software over traditional methods.

1. Enhanced Customer Understanding with Personalized Video Engagement Software.

Video engagement software, like SmartVX, allows businesses to convey complex information in an easy-to-understand format. Unlike lengthy emails or web portal updates, videos can break intricate details into easily consumable visual and auditory content, leading to better customer comprehension and fewer follow-up questions.

2. Personalized Video Engagement Software Increases Retention Rates.

Studies show that people are more likely to remember information presented in a video than text. In fact, viewers retain 95% of a message when they watch it in a video compared to just 10% when reading it in text. This retention level makes video engagement software a powerful tool for ensuring your message sticks.

3. Improve Engagement Levels With Video.

Video content is inherently more engaging than text because it employs sight, sound, and content pulled from your CIS to give viewers a message made just for them. When you add clickable links and calls to action, these video messages become more interactive, leading to higher engagement rates compared to traditional emails or direct mail.

4. Personalized Video Reduces Call Volume and Office Visits.

By providing clear and concise information through personalized video engagement software videos, businesses can significantly reduce the number of customer inquiries and office visits. Customers can easily understand their bills, service changes, or new features without needing to call or visit the office, saving time for both parties and reducing operational costs.

5. Personalize Communication at Scale with Video.

Video engagement software allows for personalized communication at scale. Each video can be tailored to address individual customers’ specific needs and preferences. This level of personalization is difficult to achieve with traditional methods like direct mail or generic email blasts because they are generic messages sent out in bulk and do not meet each individual’s communication needs.

6. Provide Cost-Effective Communication with Video.

Creating and distributing video content can be more cost-effective than traditional methods. There are no printing or postage costs associated with video messages, and they can be easily shared via email or social media, making video engagement software a budget-friendly option for utilities of all sizes.

7. Personalized Video Engagement Software Improves Customer Satisfaction.

Customers appreciate clear and concise communication. Video engagement software helps businesses deliver information in a way that is easy to understand and visually appealing. And personalized videos, like SmartVx, can assist with subtitles, language transcriptions, and reader transcriptions for those who need help understanding what is on the video, leading to higher customer satisfaction and loyalty.

8. Provide Versatility Across Devices.

Videos can be viewed on any device, whether a smartphone, tablet, or computer, ensuring that your community members can access important information anytime, anywhere. Traditional methods like office visits are only available during office hours, which is not always convenient for those who work during the day. And direct mail, if it is opened and read, may not provide the information in a format that the reader can understand.

9. Obtain Measurable Results with Video Engagement Software.

Video engagement software provides valuable insights into customer behavior. Businesses can track how many people watched the video, how long they watched it, and which parts they found most engaging. With direct mail and email, you do not get the same level of engagement metrics, and having this data can help refine future communications and improve overall effectiveness.

10. Video is Environmentally Friendly.

By reducing the need for printed materials, video engagement software helps businesses lower their environmental footprint. Using video allows utilities and community members who are looking to adopt more sustainable practices.

While traditional customer communication methods have their place, video engagement software offers a host of benefits that can significantly enhance how businesses interact with their customers. The advantages are clear, from improved understanding and retention to cost savings and environmental benefits. Embracing video engagement software like SmartVX can lead to more effective and satisfying customer interactions.