Hi - looks like there's a bug in the Clay Smartlead client portal if I try to save an email signature it does not save. Have tried a few times and any time I navigate away from the page it goes away.
The available documentation covers Clay's integration with Smartlead for adding leads to campaigns and pushing custom fields, but doesn't address email signature functionality within the Smartlead client portal. Our Smartlead integration focuses on campaign management and lead data transfer rather than portal interface features. Are you trying to save the email signature within Smartlead's own platform interface, or are you working with email signatures through Clay's Smartlead integration actions?
This is Clay's new Beta sequencer
Thanks for clarifying! You're referring to our native email sequencing beta feature. For email signature issues within Clay's beta sequencer, here's a tutorial that covers the full setup: https://www.loom.com/share/d678bdd1ee284a79a476030e67ce9f5e?sid=e8324026-9178-4ca3-9129-ed0ba5c1a074 Since this is a beta feature and you're experiencing a specific bug with email signatures not saving, if the tutorial doesn't resolve the issue, please request human assistance by clicking "Talk to a person" for direct troubleshooting support.
Hey Jared thanks for reaching out! This portal is run by Smartlead, do you mind re-routing this question to their support team?
Thanks for the reply - we don't have a Smartlead account, we're using Clay's account as part of your campaigns product. How do you recommend getting in touch with them?
This is the login - clay-smartlead-532984@example.com
Thanks Jared! Sorry let me actually ask internally about this, I'm still learning about the Smartlead client portal as well!
Hey Jared, Thanks for flagging this. Can you share the exact steps you're taking before the signature fails to save (i.e., how you're reaching that page)? I'll check with the team internally to see what's causing this issue. Let me know if you have more questions.
Hi Bo - So in my clay campaign I went here to open the smartlead portal from clay (and input those creds). Then I went to "email accounts", clicked on my user, went to "general" in the user page and that's where you can configure the signature
Also typically in an email sequencer there'd be a set of rules like "if someone replies, remove them from the rest of the sequence" just curious if that's also configurable here? I know this is built on top of Smartlead and since we don't have a Smartlead account maybe it's just not the right tool for us
Would love to hear your input 🙂
Thank you this is so helpful!! I'm walking through these steps myself right now in the Smartlead Portal, will keep you posted when I learn more!
Hi Jared, so sorry for this, you're right we have a bug on our hands! I've escalated this to our engineering team to help look into it. We'll follow up here as soon as we know more! For the set of rules about "if someone replies, remove them from the rest of the sequence," I currently don't see this feature in the Smartlead client portal - but I can submit this to our product feedback channel for you.
Thank you! Yeah there are just a few standard features for sequencers that I'd want to know if this will support (or does already) while I'm figuring out where to sequence from. Thanks 🙂
Thanks Jared! When I was chatting with the engineering team about this, our engineering manager Luna mentioned she would love to hear your thoughts on sequencers and learn more about what you're looking for. Would you be open to connecting over a brief call? I've looped Luna in over this email, but let us know! Thanks, Natalie
Yes definitely! I'm talking to you from Slack but feel free to send a calendar link or a few times that work for you
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