Auto Email Your Website Visitors Using RB2B and Clay

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All right, so this is going to be how to send an automatic email to anybody

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that visits

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your website.

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I like to do this via clay.

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Just makes it super easy.

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So the first thing you're going to want to do is have your clay integration set

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up and

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have your web hook put into here.

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If you haven't created this table already, I'll show you how to create one.

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When you make a new table, if you go down to import data from a web hook, you

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can go

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ahead and show you.

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You can create a new table.

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Then once it creates the table, it'll give you the web hook that you want to

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put right

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here.

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If you've already created a table, another way you can see this screen later,

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you can click

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on web hook, sources, pull in data from a web hook, and then it'll pop up there

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Okay, so I'm going to go back to this other one because I've already had my

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installed.

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I had it put in here and saved, and so it's been sending data ever since

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February.

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So you're going to want to wait until some data pops in here.

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All of the information about the lead is going to pop into here.

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Most importantly, it's going to include their business email, which RB2B has

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the best waterfall

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enrichment that I've seen.

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I have not found a way to improve this data.

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It does give you personal emails, but I found it only gives you personal emails

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when we

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cannot find any business emails.

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It's really nice.

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You don't even have to enrich it or validate it.

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I've done a lot of testing on all of these, and they work.

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Now what we're going to do is we're going to add enrichment.

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You can use any email sequencer you want.

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I'm a big fan of Smart Lead.

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Here I'm going to add the lead to a campaign.

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I'm going to select my website visitors campaign.

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I'm going to enter in the email that RB2B gave us, as well as all the other

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information

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that we want it to reference as well.

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So all the data will just be inside of Smart Lead, and we have variables inside

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of the

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email if we want to use them.

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If they just show up on the website, we're going to send them an email.

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Obviously you can come in here and if you want to add a filter or something

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where it's

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like, "Hey, only send them an email if they're an executive and above."

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Or if they only work in these industries, what's great is that RB2B here, they

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send you the

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industry of the company of the lead coming in, and then they also send you the

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title.

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It's really easy to add a filter here.

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You could literally say, "Only run if industry."

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Let's say I only want financial services people.

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Only run if industry is financial services.

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And only run if title is above executive or whatever, like you can do a bunch

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of stuff

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like that.

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And so here, now it's only going to run if they're in financial services.

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We don't actually need that.

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So what I can do is save, and I'm just going to run it on the first 10 rows to

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give you

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an example.

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I'm just going to process these and send it over to this campaign right here.

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And when I click into it, we can see those leads are popping up inside of here.

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And then now, what will happen is that every time someone visits the website,

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they'll automatically

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go into this table.

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They'll automatically get added to that campaign, and they will automatically

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be emailed in

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real time.

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(silence)