How to Transfer Email Copy from Clay Table to Smartlead Campaign | Clay

How to Transfer Email Copy from Clay Table to Smartlead Campaign

Im having trouble getting the email copy from my clay table into my smartlead campaign, what are the steps to do this. i am on the explorer plan

4 comments

Channeled
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Since you're on the Explorer plan, you can use the Smartlead integration. Here are the steps to transfer your email copy: 1. First, prepare your Clay table with your final copy, including custom subject lines and emails for each prospect. 2. Set up requirements: • Get your SmartLead API key from app.smartlead.ai/app/settings/profile • Add the API key to Clay in the SmartLead enrichment panel • Have an existing campaign ready in SmartLead 3. In your SmartLead campaign, set up variables for your custom content using double curly brackets (e.g., {{subject_line}} and {{email_body}}). 4. In Clay, add the SmartLead enrichment and: • Select your SmartLead account • Choose your campaign • Map the lead's email address • Add custom fields (like "subject_line" and "email_body") that match your SmartLead variables • Map these custom fields to your Clay table columns containing your content 5. Save and run your rows in Clay to add the leads to your campaign. Sources: Personalized Direct Email Campaigns Step-By-Step Walkthrough with SmartLead [Automated Outbound] - Clay University Smartlead integration overview | Documentation | Clay University
Ned T.
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how do I add custom fields in smartlead?
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To add custom fields in SmartLead, follow these steps: 1. In your SmartLead campaign, first set up your variables using double curly brackets (e.g., {{subject_line}}, {{email_body}}). 2. Then in Clay's SmartLead enrichment panel: • Select your SmartLead account • Choose your campaign • Input the lead's email and any default fields • In the custom fields section, add your field names and map them to the corresponding columns in your Clay tableThe custom fields can include personalized lines or custom snippets that don't fit the standard fields. These will be created as new Custom Field Name and Custom Field Value pairs in SmartLead. Sources: Smartlead integration overview | Documentation | Clay University Personalized Direct Email Campaigns Step-By-Step Walkthrough with SmartLead [Automated Outbound] - Clay University
Channeled
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