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Where: Personalization ▸ Canvases The is your recipient list: one row per , one column per thing that may change in their video. It is the only place LatentCast learns anything about a recipient, so what is in a cell is what gets said. You do not have to invent the columns. Start from the Personalization Canvas template. It has every column already in place, with an explanation of what each one is for and what to put in it. Fill in what you know, leave the rest empty, and upload.

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What a Personalization Canvas can personalize

The columns fall into a handful of dimensions. Each one is a different way the video adapts to the recipient:
  • Name and company. Who the recipient is and where they work, so the video addresses them directly.
  • Narrative, the deep personalization. Four kinds of sales intelligence that shape what is said: a triggering event (why now), the relationship context (how you know them), their strategic priorities (what they are working towards) and relevance signals (why your offer fits them).
  • Logo and images. Visuals that refer to the recipient, such as their company logo or pictures of their business, shown on screen.
  • Language. The language the recipient hears the video in.
  • Viewing Page messages. The text on the personal page where the recipient watches their video.
  • The presenter. The colleague who appears on screen for this recipient, usually the sales rep who owns them.
You do not have to fill every dimension. Which of them are used, and how, is decided in the next stage.

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Do

1

Prepare your recipient list

Take the Personalization Canvas template. One row per recipient. Fill in who they are (name, email, role, company, industry, country), who presents (their name and email), and your sales intelligence for the narrative: triggering event, relationship context, strategic priorities, relevance signals. Add their language, logo and images, and Viewing Page messages if you have them. Leave a cell empty when you do not know. Never guess.
2

Upload it

On Canvases, press New Canvas and drop the file in. It becomes a Personalization Canvas. LatentCast reads it and shows a report: how many recipients it found, which sheets it read, and any warnings. The chat panel on the right answers questions about the data: what is missing, what looks thin, what looks odd.
3

Check it

The list opens as a grid. Read it the way the video will: every cell about a recipient becomes a sentence spoken to that recipient. Validate what was imported and fix what is wrong or out of date. Your own Excel file is not touched.
4

Sign it off

Press Sign-off in the last step of the canvas wizard. That freezes the Personalization Canvas, and only a signed-off canvas can be used in the next stage.
The canvas grid

A signed-off Personalization Canvas: the recipients on the left, the columns grouped by what they feed, and the counts along the top.

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Watch out

Whatever is in a cell will be said to a real recipient as fact. A stale triggering event or a wrong job title becomes a confident, personal statement in their video. This grid is where accuracy is won or lost.
An empty cell is skipped, never filled in. If a recipient has no triggering event, their video simply does not mention one. Every column is imported; which ones are used, and how, is decided in the next stage by the .
The colleagues named as presenters become the cast. Use the email address each of them logs in to LatentCast with. They will be asked to consent before their face and voice are used.
Next: Set personalization rules · Back: Make the Video Story