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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

  1. Create a new column in your file

  2. Name it video

  3. Leave it empty for now

Step 2: Get Your Loom Video Thumbnail Codes

For each video you want to send:

  • Go to your Loom video's Share page

  • Click the Embed tab

  • Click "Copy Thumbnail code"(not the video URL)

  • Paste the entire code into the video column for the corresponding lead

  • If you want different videos for different leads, get the thumbnail code for each video and paste it in the video column

Step 3: Upload Your CSV to Instantly

  • Download your completed file

  • Upload it to Instantly

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

Step 4: 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 5: 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 thumbnail 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

      • This feature strips images from all steps

    • Send first email as text-only

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

      • This feature strips images from Step 1

2. First Email Text-Only Setting

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

  • This feature strips images from Step 1 across all campaigns

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