Hey guys, I'm trying to export a personalized email written in Clay to Lemlist or Smartlead. How can I do that?
To export a personalized email from Clay to Lemlist or Smartlead, follow these steps: 1. For Lemlist: • Click 'Add enrichment' in your Clay table and search for Lemlist. • Select a Lemlist option under 'Integrations'. • Connect your Lemlist account or add a new one with your API key. • Ensure you have a campaign set up in Lemlist. 2. For Smartlead: • Prepare your Clay table with columns for custom subject lines and final emails. • In Smartlead, create a new campaign and set up variables like "subject_line" and "email_body". • In Clay, add the Smartlead enrichment and select your campaign. • Map Clay columns to Smartlead variables (e.g., "subject_line", "email_body"). Both integrations support HTML in custom fields. For Lemlist, use HTML tags for line breaks. Smartlead supports both HTML and newlines. If you need further assistance, please request to talk to a person for more specific guidance.
You can use the smartlead native enrichment (add leads) and add the email from one of the columns as a custom variable. Then use that custom variable in your sequence in smartlead.
To export a personalized email from Clay to Smartlead using the native enrichment: 1. Prepare your Clay table with columns for your personalized email content. 2. In Smartlead, set up a campaign with variables like "subject_line" and "email_body". 3. In Clay, add the Smartlead enrichment (Add Leads to Campaign). 4. Select your Smartlead campaign and map Clay columns to Smartlead variables. 5. Add custom fields in Clay that match your Smartlead variables (e.g., "subject_line", "email_body"). 6. Map these custom fields to the columns in your Clay table containing your personalized content. 7. Run your rows in Clay to add leads to your Smartlead campaign. This process allows you to use any data from Clay, including AI-generated content, as custom variables in your Smartlead sequences.
Sources: Injecting Ads in Outreach Emails with Adyntel, Clay & Smartlead | Clay Personalized Direct Email Campaigns Step-By-Step Walkthrough with SmartLead [Automated Outbound] - Clay University Personalized Direct Email Campaigns Step-By-Step Walkthrough with SmartLead [Automated Outbound] - Clay University
Import / export as csv
To import a CSV file into Clay: 1. Navigate to your Clay workbook 2. Click the "Actions" dropdown in the top right of your table 3. Select "Import From CSV" 4. Upload your CSV file 5. Choose to import to a new table, current table, or replace table 6. Complete the import process To export data as a CSV from Clay: 1. Go to the 'Actions' menu 2. Find the 'Export' modal 3. Click 'Download CSV' 4. Wait for the processing to complete 5. Find the CSV file in your downloads folder For cleaner exports, consider creating a dedicated "CSV Export View" by duplicating your current view and including only essential data. If you need further assistance, please request to talk to a person for more specific guidance.