Your guide to setting up your Clay + Instantly Integration
In this guide, we'll walk you through setting up a highly effective email campaign using Clay and Instantly. You’ll learn how to customize your email body and subject lines, map variables, and connect your Clay table to Instantly. By following these steps, you'll create personalized, relevant emails that stand out and engage your prospects. Let’s get started!
What you need:
Your Instantly Account (Hypergrowth tier or higher)
Your Clay Account (Explorer Tier or higher)
Your highly-personalized and relevant parts of your emails
A Step-by-Step Screenshot Guide
To get started, you will need to get the following ready within your enriched Clay Table to get your email ready for Instantly:
Personalization:
This is the Instantly Variable for your highly relevant email body based on your research. This could include company news, interviews, or any other interesting details about your prospect. You can use Claygent or other providers within Clay to find your quality research and automate the process.
While personalization is optional, it is highly recommended. Here's an example:
Subject line: Custom Variable
Another variable/column to consider is your subject line. Unlike personalization, the subject line is not automatically available in the Instantly list of variables, but it's easy to set up (more info in the steps below). Each subject line should be personalized based on your email body and relevant to the overall email.
Other information that may fall into the custom variable category, depending on your email, includes company industry, prospect’s job title, location, revenue size, employee count, etc.
Selecting Instantly in the list of Integrations
Once you are satisfied with your email template, go to your enrichment panel within your Clay table and type 'Instantly.' The option 'Add to Campaign' will appear; go ahead and select it.
Next, map your columns to the appropriate Instantly fields. Before mapping, provide your Instantly Key to connect your Clay table to your Instantly account. You will need to sign into your Instantly account within your Clay table for this.
Additionally, select the campaign ID to which you want to send the prospects. This is particularly useful if you have multiple campaigns running.
Now to the fun part-mapping!
While only the email variable is required, it is recommended to map all the variables that make your email highly personalized, relevant, and tailored to each prospect and campaign. This includes your personalization, subject line, and other custom variables.
Once saved, run your 'add lead to campaign' column. Each prospect, along with their specific variables, will be added to your campaign and sent out according to your Instantly schedule!