Apollo sequences via CSV

This guide uses target Contacts; adapt as needed for Account campaigns

Follow along: Creating an Apollo Sequence with Userled Assets - Watch Video

Step 1: Export & Prepare Your Userled CSV

1. In Userled: Export your sequence prospects as CSV. It should look something like this, with the Outreach URL and Preview URL for the image thumbnail.

Step 2: Create Custom Fields in Apollo

1. Admin Settings (gear icon) > All Settings > Data Management > Objects, Fields, Stages.

Select the the relevant option, for Contacts or Accounts, and then navigate to the fields tab. For contacts the url is likely: https://app.apollo.io/#/settings/contacts/fields

If unsure, create the custom fields in both Contact & Account fields

1. Add these Exact fields (Single-line text—no spaces for reliability):

This now gives us a destination for the Outreach URL and the Preview URL thumbnail in Apollo.

Step 3: Upload the CSV to Apollo with Column Mappings

Upload the CSV that you downloaded in step 1 from Userled. Import this to Apollo as Contacts or Accounts.

Once you've uploaded your file, Apollo will try to match the CSV headers to the fields in Apollo. We'll want to double-check that this is done correctly, especially for the last two columns, which are Outreach URL and Preview URL. Make sure these are mapped to the properties we set up earlier.

Hit Import once ready to add to Apollo.

Creating the Email Sequence

We now have the Userled LP and Thumbnail in Apollo ✅

We can create a sequence that uses these custom fields to create a 1:1 email using the dedicated Userled page.

1. Create a sequence or open one you want to use

2. Enable HTML mode shown as <> in the editor screenshot below

3. Paste the following

<html><head></head><body><div>Hi {{First Name}},</div><div><br></div><div><br></div><div>I've put together some insights tailored specifically for <strong>{{company}}</strong>. Here's a quick preview:</div><div><br></div><div><br></div><div><br></div><div style="text-decoration: none;"><a href="{{UserledLP}}" rel="noopener noreferrer" target="_blank"><img src="{{UserledThumbnail}}" style="max-width: 100%" alt="Landing page preview for {{First Name}} at {{company}}" width="400"></a></div><div><br></div><div><br></div><div><a href="{{UserledLP}}" rel="noopener noreferrer" target="_blank" style="color: rgb(0, 123, 255);"><strong>Click here to view the full page →</strong></a></div><div><br></div><div><br></div><div>Looking forward to your thoughts!</div><div><br></div><div><br></div><div>Best,</div><div>Your Name</div></body></html>

Ensure custom field names match exactly, like UserledLP, but update the HTML above to match your own if different.

Generate a preview on the right-hand side by selecting a Contact or Account from your uploaded CSV list.

You can edit the HTML directly or disable HTML mode to make edits to the email body and text