How to Set Up Email Automation for Specific Job Titles in Smart Leads

·

How do I setup an automation to send a sequence of emails to certain job titles? For example, if I create a search table (for an existing company table) for these 3 job titles: Owner, Human Resources Manager, CFO. How do I automate sending each job title a particular 4 email sequence, which applies to that job title, that I already created in Smart Leads? Hopefully this makes sense.

3 comments

· Sorted by Oldest

Clay Team
APP
·
Hey!! Also checking this other question
Clay Team
APP
·
·
Does your email template vary a lot in Smart Lead or are you drafting them within Clay? If you already have the campaign set up and only certain values change for each title, you could export those as custom variables that replace the values for each person within the email sequence in Smartlead.
Clay Team
APP
·
·
Otherwise, if you're drafting different messages within Clay that depend on the job title and then exporting them out, you can also map those columns as custom variables that should also replace the template in Smart lead for each persona since the variable is attached to that unique record.

Clay Team
APP
·
Hey!! Also checking this other question
Clay Team
APP
·
·
Does your email template vary a lot in Smart Lead or are you drafting them within Clay? If you already have the campaign set up and only certain values change for each title, you could export those as custom variables that replace the values for each person within the email sequence in Smartlead.
Clay Team
APP
·
·
Otherwise, if you're drafting different messages within Clay that depend on the job title and then exporting them out, you can also map those columns as custom variables that should also replace the template in Smart lead for each persona since the variable is attached to that unique record.