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Personalized Videos

Learn how to send a different loom video to every lead

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 your Instantly campaign

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

Step 3: Add the Video Variable to Email

  • Go to the Editor section

  • Click where you want to insert the video

  • Click the 'Variables' 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. Campaign Delivery Optimization Setting

  • Go to your campaign's Settings → Advance Settings → Basic Deliverability 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 only

2. Workspace 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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