How to Personalize Emails in Clay and Send Out Email Campaigns | Clay

How to Personalize Emails in Clay and Send Out Email Campaigns

Hey y'all! Just getting started with Clay. How do I get it to input the person's actual name into the AI generated email? Also how do I then take those generated emails and send them out? When I click Start Email Campaign the options are draft messages (which I already did in the table), and Create Smartlead Campaign but that doesn't seem right either.

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36 comments

Clay Team
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Hey hey! Can you drop the URL for your table here? (if applicable) 🫶 Don't worry, only admins will be able to open your table 😉
Cody H.
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This one?: https://app.clay.com/workspaces/211157/tables/t_no9lB6QqpH1t/views/gv_85WJlM5aJZO2
Cody H.
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Is Export -> Send to -> CRM or Email Sequencer the way to go?
Clay Team
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Hey, thanks for reaching out, sorry for the delay! Taking a look
Clay Team
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Cody, to reference columns that have the values you want to insert into another integration/column you can use a forward slash / which will open up a dropdown of the current options you have in your table, you just select the column you want to use and it should replace them for each row
Clay Team
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Quick example if it helps: https://www.loom.com/share/17d99dc3aa4f4e21a4158d86dc6feeb1?sid=b45d8663-f6e5-4dad-97e7-a5b9e001793a
Clay Team
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There are different ways to export this but using the available integrations is usually best, otherwise there is a CSV option.
Cody H.
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Ahh ok that's helpful. And would you recommend doing the email drafting/prompting via the method in the video. I did it in the table itself through this tool. Looks like the prompting works fairly differently in each
Cody H.
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Also the way you show it is it going to cost a credit to generate each subject line and a credit for each email body? So if you ran all the 101 rows you have in that video that would be like 200 credits? Which is like $15 roughly, right?
Clay Team
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Hey Cody! Yes, if only if you're using AI to generate that part of the text, otherwise, if it's using variables you already have in other columns then it's not going to charge any credits.
Clay Team
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You can always clean/format the final responses so it removes unwanted sections if they exist.-> Use the formula generator to clean up or format other columns: https://www.loom.com/share/bbb329dcf708442b9abbdf26e870f596
Cody H.
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Can I use the formula generator to pull out the subject line? Also do you know why it is only sometimes generating a subject line?
Clay Team
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Hey Cody, yes you can ask it to extract the value based on certain patterns. I'm guessing the prompt could be misinterpreted by chatGPT and not understand it's a required output
Clay Team
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Here's an example of how to extract or format certain values with formulas, -> how to Split or Combine names with formulas: https://www.loom.com/share/75cf18efe4bf47979c6b4868d1594e6c
Clay Team
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Ok I made a little bit of progress but not much:: [https:://www.loom.com/share/9c1b729a047541098f7c0cc23f8e87f6?sid=0a7fffa9-35f3-4f30-9fee-a8dd7c9cb6b6](https://www.loom.com/share/9c1b729a047541098f7c0cc23f8e87f6?sid=0a7fffa9-35f3-4f30-9fee-a8dd7c9cb6b6)
Clay Team
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Hey Cody!! Thank you for the video, I'm checking it out
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Clay Team
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Okay! Troubleshooting this further
Clay Team
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I was troubleshooting a bit and these are the changes I made. Let me know if that helps https://www.loom.com/share/8ce5274d5c784d9686dbe5fd2324f88b
Clay Team
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Thanks Arturo. So you were just impersonating my account correct? I have to go in and make the same changes you made myself now?
Clay Team
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Hey Cody!! I was in your table and made the changes myself this time. Just wanted to show you with that video so you could see them too
Cody H.
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Arturo O. wow thank you so much. I just logged in though and it still looks the same on my end
Clay Team
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Oh, yeah, sorry. The only column I didn't run is the AI for generating Subject lines. I was not sure if you were going to modify the prompt or not but the rest should work fine. Meaning the cleaned body and cleaned subject lines should work
Cody H.
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So you cleaned up the formula but I still need to re-run the columns?
Clay Team
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Yes, you only need to run the Subject line AI column so you get the missing ones only.

Cody H.

Hmm I'm getting an error from OpenAI which I don't get since it worked previously and I haven't changed anything:

OpenAI's API returned: "The model gpt-4 does not exist or you do not have access to it. Learn more: https://help.openai.com/en/articles/7102672-how-can-i-access-gpt-4

Clay Team
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It may be an openAI issue, there were some report around their service https://status.openai.com/
Cody H.
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It's been giving me an error there for several days any time I've tried to run that column
Clay Team
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Hmm, did their support team say anything by chance? The error the API call returns is usually related to the issue, so if you haven't changed anything maybe they can check that your API key is not affected in any way
Clay Team
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Just want to confirm if your API should in fact have access to gpt-4, is that right?
Cody H.
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I haven't tried reaching out to OpenAI support, sending them a message now
Cody H.
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I think I do! I subscribe to Plus, I was under the impression that gets me access to GPT4 and I could have sworn it worked previously in Clay
Clay Team
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The API service is different than GPT Plus, so worth checking. Else you can change the model in the settings to 3.5 and it should run. Let me know though!
Cody H.
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Yeah looking at my API usage maybe I don't have access to GPT4. Man I could have sworn I ran a column at one point in Clay using it and it worked
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Cody H.
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Yeah it was set to Auto for Model in Clay and when I changed it to 3.5 it ran
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Clay Team
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Cool!! appreciate the update and confirmation haha. Sorry for missing that but Matthew helped me spot this :)
Cody H.
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Looks like I just have to spend $1 through the API then I get access to GPT4 haha. I just bought $5 worth of credits so I'm hoping that does the trick
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