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Troubleshooting Smartlead Email Draft Options in Clay | Clay

Troubleshooting Smartlead Email Draft Options in Clay

·Sep 25, 2024 02:20 AM·

Hey everyone, I set up Clay with Smartlead and confirmed the connection. However, when I am in the table and click actions button, I don't see any 'draft email' or 'draft email with Smartlead' options. What am I doing wrong?

5 comments

· Sorted by Oldest

Channeled
APP
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💤 You've caught us outside of our support hours (9am-9pm EST), but don't worry - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in the thread below so that we can help you as quickly as possible!
Alexander S.
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https://app.clay.com/workspaces/359941/tables/t_g2343qUbxWj4/views/gv_bYuV4RQcY2jb
Daniela D.
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Hey Alexander! Thanks for reaching out. The issue was related to the table type. For context the "draft email" function is only visible in people or custom tables. This table was created as a company table . That's why it wasn't visible in the actions tab. I updated the table type to "custom"(see recording here: https://share.cleanshot.com/jyxmCQdb) You should be able to access that feature now. Sharing additional resources for setting this up Smartlead here: - https://www.clay.com/university/lesson/ai-messaging - https://www.clay.com/university/lesson/personalized-direct-email-campaigns-step-by-step-walkthrough-with-smartlead-automated-outbound Let me know if this helps!
Channeled
APP
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We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!
Channeled
APP
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Hi Alexander S.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: