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Personalized Video: Step One - Creating a Template
Personalized Video: Step One - Creating a Template

First step in your Personalized Video Creation is creating a template in HeyGen. Let's get started!

Emily avatar
Written by Emily
Updated over 2 weeks ago

Welcome to the first article in our series on creating personalized videos for your audience. Need an intro to Personalized Video? Check out our Introduction article to see if this tool is right for you!


Tools You Need to Get Started

Before diving in, make sure you’ve got the right tools ready:

  • A HeyGen account with API credits*

  • A Zapier account to set up triggers

  • Access to Google Sheets or your preferred CRM

How API Credits are Calculated for Personalized Videos

Planning to send Personalized Videos in bulk? Personalized Videos created via Zapier / API are subject to HeyGen's API pricing plan. To learn how to utilize your API Credits for Personalized Videos, see the below use cases:

Totally Free Test Use Case:

  • What You Need:

    • HeyGen Plan: Free HeyGen tier.

    • HeyGen API Plan: Not Needed (10 free API credits included in all regular HeyGen Plans).

    • Zapier Plan: 14 free days on Zapier.

  • What You Get: Test 3 videos using free credits from HeyGen and Zapier.


Bare Minimum Usage:

  • What You Need:

    • HeyGen Plan: Creator HeyGen tier ($29/month).

    • HeyGen API Plan: Not Needed (10 free API credits included in all regular HeyGen Plans).

    • Zapier Plan: 14 free days on Zapier.

  • What You Get: Produce up to 40 videos of 30 seconds each using free API credits from HeyGen and Zapier.

Recommended Usage:

  • What You Need:

    • HeyGen Plan: Creator HeyGen tier ($29/month) or Team ($89/month).

    • HeyGen API Plan: Pro HeyGen plan (100 API credits, $99/month).

    • Zapier Plan: Basic Zapier plan ($29).

  • What You Get: Produce up to 375 videos of 30 seconds each with paid plans for HeyGen and Zapier.

Need more Personalized Videos? All you need to do is upgrade your HeyGen API Plan for additional API credits and adjust your Zapier plan for more task credits. No need to switch to the Team plan just to produce more videos!


Let's Get Started! Creating a Personalized Video Template

Now we’re ready to dive into creating your personalized videos! This is a multi-step process that takes some time to set up, but once it’s in place, sending videos to your contacts and leads will be effortless—saving you the hassle of manually creating content.

👋 Prefer to follow along? For a tutorial on setting up your Template, watch this video.

Step 1: Log In and Create a Template

Log in to your HeyGen account, navigate to the Templates tab, and select Create Template.

Step 2: Build Your Template

Start by selecting an avatar for your template. Next, write your script and add on-screen text, incorporating variables using the {{variable_name}} format to personalize content. The {{variable_name}} format will indicate the fields you want replaced with contact-specific information [which will be pulled from your Google Sheet or CRM later]. Incorporate these variables in both the script section and the video template itself, if you'd like text on-screen.

Example Script:

"Hey, {{first_name}}. It's Emily from HeyGen! I saw you were working for {{company_name}} and was wondering if you'd be interested in discussing a partnership?"

Once your template is crafted, name it and save your changes!

💡 Pro Tip: Organize your personalized videos by creating a dedicated folder for each campaign. It’s optional, but it’ll keep everything neat and easy to manage!


Step One is complete—great job! Next, we’ll dive into integrating Zapier with HeyGen, so you can start automating the process of sending these videos.

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