Running sequences from Instantly is a very common use case and Userled makes it easy to include personalised content experiences in your outreach campaigns.
Prerequisite
In order to using Userled assets in sequences with many contacts, you must first export your assets in bulk via CSV and upload them to Instantly. To do this, you must have created a Userled experience based on a Contact audience.
Navigate to your Userled campaign "Distribute" tab to download your CSV.
Once your assets are exported via CSV, you can follow the guide below to learn how to use these in an Instantly sequence.
Personalise Instantly sequences at scale
The following steps will allow you to achieve this result that displays the personalised asset thumbnail for each lead.
Displaying the thumbnail that redirects to the personalised landing page improves engagement and click through rates.
Step 1 - Prepare your CSV for Instantly's lead import
When your CSV is imported into Instantly, you'll need to map the CSV columns that store the URLs for your Userled asset and thumbnail to custom variables. You will then use these custom variables to build a code snippet that displays the thumbnail in the email.
Instantly doesn't handle custom variable names with spaces in them very well, therefore before upload your CSV you will need to change the column names to not include any spaces.
For example, if the column name in your CSV is Outreach URL you should rename it to OutreachURL or Outreach_URL.
Once the column names are renamed to not include spaces, you can proceed to upload your lead list to Instantly.
Step 2 - Import your leads into Instantly
To import leads into Instantly, open your campaign and Click "Add Leads"
Select CSV upload or use Google Sheets if you prefer. Make sure you updated your CSV column names in Step 1 before you import your leads.
Map your CSV columns to custom variables
Find the column names that store the asset URL and thumbnail URL and assign those as a "Custom Variable". Once all your column names are mapped, proceed to import the leads.
For more information on how to add variables you can follow Instantly's guide.
Step 3 - Add the thumbnail to your email
When writing the email, you'll want to add a snippet of code to render the thumbnail of the landing page ensure that when recipients click on the image they are redirected to the tailored page.
1. Prepare your code snippet
The following code snippet can be used to display the thumbnail wrapped in a clickable link to directs to user to their tailored landing page.
<div>
<a href="{{Outreach_URL}}"><img src="{{Outreach_Thumbnail}}" alt="Landing page preview" width="400" height="225" /></a>
</div>
Note on the variables
{{Outreach_URL}}represents the URL of the landing page{{Outreach_Thumbnail}}represents the URL of the thumbnail image
You'll need to replace these placeholders with the custom variables you defined in your Instantly campaign. The variables can be found by clicking on the "Variables" button on the email editor's tool bar.
2. Add your code snippet
When your code snippet is ready, click on the Code View "<>" button in the email editor's tool bar to open the code view and paste your code snippet where you want it displayed in your email.
3. Preview the email to validate your code snippet
Click on the "Preview" button to visualise the email. If your code snippet is valid, you should see the landing page thumbnail appear in the email with the variables populated correctly on the left hand side under "Variables".
4. Send a test email
To view the final result, send yourself a test email and ensure that upon clicking the thumbnail you are redirected to the prospect's personalised landing page.
💡 If you are not able to get the desired result, reach out to your CSM in Slack or at support@userled.io for support.