How to Create Automated Email Sequences
Michel Lieben shows you how to create automated email sequences using tools from RB2B, Clay, and Smartlead.
Hey, I'm going to show you how you can automatically send emails to your
website
the visitors and to do that we will use Herbie2B, we will use Klay and we will
use SmartLit.
When you look at your integrations page you'll see that you have a lot of sales
engagement platform. So you see you have instantly Apollo, outreach and so and
sales left and so each of these could be used the logic remains the same but in
this case for the sake of the example we will use SmartLit. So the first thing
you
have to do is because we will push the data instead of Klay you need to set up
your integration. In this case you can see here I already did that but if you
want
to do this you need to click here you would have setup integration so you would
click here and then it will be tasked to copy to copy paste a web book URL. The
way
you find this web book URL is by going inside of Klay and what you would do is
you would create a new table and as you scroll down you can import the data
from
the web book. So here you click there click a new blank table and it's creating
source and so it will auto-generate a URL that we will be able to copy paste.
So here we can see the URL we copy the URL and then we paste it here and as you
paste it here you can click on save and then you should just get some
quick notification that says the configuration has been saved so you know
it works. And then the way it will look like it can look at you know a table
that's
already being that's already been populated is something like this. So you
get information on the full name, the first name, the last name, the company
name, the
website. You also get email addresses, you get the job title, you get the link
in the URL, you get the web page your visitor was on you know their city, state
and so on. So as you can see you get a lot of information. What's most
interesting
to us is we need the first name of the person because in most of the emails we
will send that we will use the first name as a parameter. We want to have the
company name because this is also something that's pretty helpful when you
do some outreach at scale. But most importantly what we need to see is the
email address because if you want to do any kind of email outreach we'll need
to
have the email address as an input. So here as you can see we have all of the
data and if you want to be even more fancy we'll be able to use the rest of the
data. But the whole idea is from CLIP we will send all of the contacts to a
Smartly campaign. So by clicking on add enrichment you can choose a Smartly. So
here you can see I picked Smartly but there were a few others you could pick
so for example you can see that you could do the same thing with instantly, you
could
do the same thing with sales left, you can do the same thing with LambList. So
you
can do the same thing across a variety of providers in this case. Let's keep it
to Smartly but the whole idea is that we will be adding leads to campaign and
here you need to connect your API key. So here to find your API key you will
need
to click on add an icon and then as you add an icon it will ask you to paste
your
API key. In our case what we'll do is we'll go into a Smartly. Instead of
Smartly you can click on your settings and here you see there is an API key. If
you don't have it already you can create the API key it will
auto-generate a unique code and you can copy paste this code from here to here.
So in this case it's already done and then what I can do now is I can find a
campaign but before I find a campaign I need to create this campaign. So what I
do is inside of Smartly I will click on create the campaign I will call this
campaign "erb2b" and then we start drafting the sequence. So in this case for
the
second example hey what should we say?
"Thrancing sales" and so here what we'll do is we'll just write a short email
in
this case something along the lines of "hi" first name, first name, does and
then we
will put the company name, company name, need help with sales and then we'll
add
our signature and that's it. In any case you can do anything one but for the
second example let's keep it simple and once you have this you can decide to
leave it at least or you can add a step so that you can create a multi-step
campaign which will mean that you will be able to send a first email and to
automate the sending of a second one after some time. So in this case for
example
I click here I click on email I wait for three days for example and then I can
ask "hi" first name, "any thoughts on my notes" and then you can save the
change.
So anyways now that we have this sequence that has been created what we need to
do is we need to send all of the data of the leads that we identify on our
website through "erb2b" we need to send it to small kids. So here what we'll do
is
that we will be looking for a campaign in the campaign ID field. Here you can
see
campaign ID and I think I named the campaign "erb2b" let's check that
"erb2b" so the campaign is "erb2b" and then here now I have to match the
fields so like the first field was the business email because this is what we
used to reach out to people. Another field was the first name so up we'll use
the
first name and another field was interesting to us was the company name. So
you can add as many as you want. Here we have those three and then what I do
here is that I save and then I run the first ten rows.
And we should see these leads being automatically added to smart leads. So you
see one, two, three, four, seven of them are added. I'm guessing that the ones
that
aren't added are not added because we don't have the email address of the
people. In any case once you added the leads from clear to smart lead you can
go back to smart lead and then we can have a look at the leads that have been
added by clicking on final review. First time to save and I first need to do
a quick setup to just decide of the email I will use. So here I'm saying I will
use
those mailboxes to send my campaign and I quickly have to decide of a time and
number of emails to be sent per day and now we'll be finally able to check if
my
leads were properly sent. So here you can see I have one, two, three, four,
five people, six people here.
So you can see that the first name has been set out, sent out, high tailor,
high Christian
and you can see that the company name also has been sent out. So here in this
case
you know high carrindos, kylan consulting need help with sales and so we can
check the first email and we can also check the second email. So here I'm
asking
Karlin three days later if she has any thoughts on my notes. So just so you
know
when you do these campaigns it would be best to make them a bit more
sophisticated
but the idea is that since you know that they visited your website and you
know which page they were on try to make something that's related to what they
do so they are a job title and it's related to the page they were on so that
you make sure that each of the email sequence you send is relevant.
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