Third-Party Email & CRM Integrations

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17 steps

7 months ago

1
The platform cleverly integrates into your workflow and sends personalized videos to your clients' inbox regardless of what email marketing tool or CRM you use.
The platform cleverly integrates into your workflow and sends personalized videos to your clients' inbox regardless of what email marketing tool or CRM you use.
2
To embed the video in your email campaigns for automatic delivery after video generation, click here to open the dropdown to choose the email tool.
To embed the video in your email campaigns for automatic delivery after video generation, click here to open the dropdown to choose the email tool.
3
The platform integrates with virtually any CRM and email marketing tool. Select your email tool from the dropdown.
The platform integrates with virtually any CRM and email marketing tool. Select your email tool from the dropdown.
4
As an example for this tutorial, we'll use Instantly.
As an example for this tutorial, we'll use Instantly.
5
After selection, an embed code will appear in the text box. You can use this code to embed the video thumbnail in the email body within your chosen email tool.
After selection, an embed code will appear in the text box. You can use this code to embed the video thumbnail in the email body within your chosen email tool.
6
Click on the "Copy" button to copy the embed code.
Click on the "Copy" button to copy the embed code.
7
Then, paste it into the HTML editor of your marketing tool. Once your campaign begins, the placeholder will be substituted with a personalized thumbnail and video for each contact, based on their email address.
Then, paste it into the HTML editor of your marketing tool. Once your campaign begins, the placeholder will be substituted with a personalized thumbnail and video for each contact, based on their email address.
8
Once you've pasted the embed code in your email campaign, navigate back to the platform and click on the 'Done! Proceed to Step 2' button.
Once you've pasted the embed code in your email campaign, navigate back to the platform and click on the 'Done! Proceed to Step 2' button.
9
Choose the method you'd like to use to trigger an event when the video is ready.
Choose the method you'd like to use to trigger an event when the video is ready.
10
For this tutorial, we'll opt for the CSV method. You can download the CSV file from the dashboard by using the "Export" button on the specific campaign once all the videos have been generated for each prospect in the campaign.
For this tutorial, we'll opt for the CSV method. You can download the CSV file from the dashboard by using the "Export" button on the specific campaign once all the videos have been generated for each prospect in the campaign.
11
Click on the "Done! Save and proceed" button.
Click on the "Done! Save and proceed" button.
12
In case you couldn't find the tool that you use to send out emails in the dropdown list, you can click here if you know the email merge tag that your email sending tool uses.
In case you couldn't find the tool that you use to send out emails in the dropdown list, you can click here if you know the email merge tag that your email sending tool uses.
13
Type the email merge tag in this field.
Type the email merge tag in this field.
14
Click on the "Generate HTML code" button.
Click on the "Generate HTML code" button.
15
Click on the "Copy" button to copy the embed code. You can use this code to embed the video thumbnail in the email body within your chosen email tool as shown previously.
Click on the "Copy" button to copy the embed code. You can use this code to embed the video thumbnail in the email body within your chosen email tool as shown previously.
16
Click on the 'Done! Proceed to step 2' button and proceed as shown previously.
Click on the 'Done! Proceed to step 2' button and proceed as shown previously.
17
Once the videos have been successfully generated in the library, click on the "Export" button in the dashboard to download the CSV file. This file contains the list of prospects uploaded to the campaign along with the URLs for their corresponding generated videos. You can do so to manually feed these leads and URLs to your email sending tool once you want to start sending out emails.
Once the videos have been successfully generated in the library, click on the "Export" button in the dashboard to download the CSV file. This file contains the list of prospects uploaded to the campaign along with the URLs for their corresponding generated videos. You can do so to manually feed these leads and URLs to your email sending tool once you want to start sending out emails.