Running sequences from Salesloft is a very common use case and Userled makes it easy to include personalised content experiences in your outreach campaigns.
In order to automate using Userled assets in sequences with many contacts, you must first have exported the assets to your CRM. Follow our guide Exporting assets to your CRM for more information.
As your sales sequences target contacts in your CRM, we recommend generating assets based on contact lists already in your CRM and exporting the assets to those contacts.
Alternatively, you can export your assets in bulk via CSV and upload them to Salesloft. To do this, must have created a Userled experience based on a Contact audience.
Once your assets are synced against the contacts in your CRM, or exported via CSV, you can follow the guide below to learn how to use these in an Salesloft sequence.
These custom fields will be used to dynamically insert Userled assets into your email templates for personalised outreach.
Start by importing your contacts into your sequence. If you are importing CRM contacts, ensure that these contacts have Userled assets generated for them and synced to their custom CRM fields (see prerequisites).
Alternatively, you can export your Userled assets via CSV and import those contacts into Salesloft via CSV. Make sure to map the CSV columns to the custom contact properties you created in Salesloft.
We recommend including multiple call to actions that would lead the user to click to open the page. We include a hyperlink in the message and we render the thumbnail image. The thumbnail is also wrapped in a hyperlink so that if the recipient clicks on the thumbnail they will be redirected to the landing page.
Select the portion of text you want to turn into a hyperlink and click on the link icon in the toolbar at the bottom of the editor (or cmd+k) keyboard shortcut. Insert the custom field you created for the thumbnail.
Copy the following piece of code. This is HTML code to render the thumbnail and wrap it in a clickable link that redirects to the landing page.
You will need to update the code below with the variables of custom properties created in Salesloft.
1. VARIABLE 1: The variable containing the link to the landing page e.g. userled_landing_page_url
2. VARIABLE 2: The variable containing the link to the thumbnail e.g. userled_thumbnail_url
Note: If you named your custom fields differently to the example below, you'll need to update the snippet beneath with your own variable names.
<a href="#{{VARIABLE 1}}"><img src="#{{VARIABLE 2}}" alt="Landing page preview" width="400" height="225"></a>You can click on the Edit Raw HTML icon in the tool bar < > and update the HTML to include the code above.
If everything is setup and you preview from the perspective of a contact that has the custom fields populated with Userled assets then you should see a preview including the thumbnail preview of the asset.
💡 You should always validate that your contacts have the customer fields populated with assets and test your sequence by enrolling yourself in it first and send yourself an email to your inbox to validate that everything looks and works as expected.