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Personalized Videos

Learn how to send a different loom video to every lead

Updated over 2 weeks ago

You can customize your emails by sending a different Loom video to every lead automatically.

Step-by-Step Guide

Step 1: Prepare Your File

  • Create a new column in your file

  • Name it video

  • Add personalized videos for your leads

Step 2: Upload Your CSV to Instantly

  • Download your completed file

  • Upload it to Instantly

  • When mapping columns, select "Custom variable" for the video column

Step 3: Add the Video Variable to Your Sequence

  • Go to your sequence editor

  • Click where you want to insert the video

  • Click 'Variable' button to insert the video variable

Step 4: Preview Your Videos

  • Click "Preview"

  • Choose a lead from the 'Load data for lead' field to see how the video thumbnail appears

  • Send a test email to verify everything works

  • Click the thumbnail in your test email to confirm it opens the correct Loom video


Why Videos Might Not Work

If your video doesn't display after following these steps, check these two settings:

1. Delivery Optimization Setting

  • Go to your campaign's Options section

  • Make sure "Delivery Optimization" is disabled

    • Send emails as text-only(no HTML): When enabled, this sends all emails as plain text

    • Send first email as text-only

      • When enabled, this sends the first email as plain text

2. First Email Text-Only Setting

  • Make sure "Always send first email as text-only" is disabled

  • This feature sends Step 1 across all campaigns as plain text

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