How to Launch Your First Clay Campaign with Smartlead Integration

all right seems that we are ready to launch our first campaign so we found people we have these owners of marketing agencies that we found using LinkedIn data the LinkedIn Source then we want to um find their emails and then we can sync them to smartly because we set up our smart lead integration and then in the next video I'll also show you how we can um um get Hall into the mix for now want to find the email of these people so what we'll do the we can set up a lot of different apis to make finding emails cheaper and I will show you that in a in a NE in a later video how we do that but uh for now we just use you know the preo integration right here again it's costing you credits and it's not the most cost efficient way of going about it but I want to show you how you know imagine you just want to use clay how you can go about doing this we have these people right here we have their full name and we have the compy domain that is enough to find their email and then there are different run settings you can set up so you can for example say only continue if their job title contains founder or that type of thing we already know it does because that's what we searched for or you can say only continue if and then imagine you already enriched the companies um there's certain criteria you can add in there for now there's no real need for us to have a conditional formula in here so we can leave this empty then once you know the setup is correct you can go to save you can run all of them already you cannot run them or in our case we're going to run the first 10 rows then it will give us the emails if you click into here you can see the Excel you know data that got returned from from the uh from the API so we'll add this as a column which is email and um these are all the valid ones and the reason why we know they're all valid is because we um did not turn on include catch all so all the emails that we got in here they're all valid we can add another validation let's just do that really quick where we use debound which is what um which is you know another native one from clay we'll use the clay credits because why not and then in here we'll hit forward slash and then email and then we'll select the email column so in here you can select you know any column that you want just by hitting the forward slash and you can then reference the column and then if you're in some case not a c like 100% certain about what you want to add you can also preview the data and you can go and click into most of these and then even with without adding the column which was a step we just took you can then select you know the data point that you're looking for so in this case that will be email but in our case let's just select this one then we want to make sure that we only get save to send emails um this you know we can exclude it not really relevant because we know we just had to look for um for work emails then let's just add a quick conditional formula um where we can say only run if slash email is not empty so this is the you know this is Javascript you can um um say okay only um let's see use you can do it this way but um you would have to remember all these different formulas and all that the AI pretty much never fails so we just let it generate the formulas for us and it automatically references the column that we said in here it needed to check to see if it's empty and it will see okay is this column empty um if it's not empty it will run and validated if it's empty it will not run that's pretty much it then continue to add fields and we want the valid email we'll save that and we'll run the first 10 rows then here we have the um uh the valid emails so we know these actually valid emails so those are the ones that you want to be using and those are the ones that you want to sync to Smart lead then um you can hit add enrichment here just select smart lead then uh add lead to campaign right here then you can select the campaigns from here you go to here you select the campaign that you want to synchronize it to and then we need to fill out these columns at least the email column because we obviously want to reach out to these people by email select the email valid email ones then uh first name and then last name and you can add as much data or little information to here as you want but obviously we want the email and pretty much always the first name because we want to um at least address them by their first name and for now we won't be syncing any other data and I won't be going into custom Fields either then you have the option um to duplicate leads across campaigns in most cases you want that to be off but if you run an agency for example then you want to turn that on because otherwise um you know you it could be that you want to reach out to the same lead for multiple clients for example then here we want to add another conditional formula will hit use AI again and we'll say only run if SL valid emails is not empty and and I like to capitalize the end but it's not necessary um if and then first name is not empty there we go so be like you pretty much want to introduce the values in here that you know you'll be using as as you know as variables just to make sure that you don't end up with like really awkward empty you know like saying hey and then where it should say first name it doesn't say anything then if this is the basic version um tell me required input missing which is the campaign so for now we'll hit close and save um so that's the basic version of doing it but you can also like in some cases there you have multiple campaigns in here um or you just want to do sanity check or there's so much going on that you want to make sure that you know you're 100% only syncing the right leads so then you can also use a formula you could say um if valid email is not empty and first name is not empty output true otherwise output false for example um so then that's one way I sort of sity check myself and then we can call this um campaign one check for example and then we could say okay only if campaign one equals true then actually sync to Smart lead or um we can then do the same thing for multiple campaigns so that maybe one campaign is going out to all the founders the other campaign is going out to the VP of sales then we could say only output true if job title contains VP sales output FS if founder and that way you can have you can sync to multiple campaigns from one table which is pretty neat so you don't have to set up a new table for all your campaigns you can basically have a really big list of context that are all a good fit and then you can have multiple columns where you're syncing too smartly so this can be campaign number one to Founders campaign number two to vpf sales and one way I like to make sure that you know no bad leads slip through the cracks is by having by using a formula here to Output through or Falls if it can be sync to a specific campaign and then here um you know you're you're making your life a little bit easier so that's how I go about that but either way um we're ready to go so we can run all these columns then that will automatically run all of these as well um and then once we have the emails it will sync to Smart lead so imagine we already run this and let me just select the campaign really quick there we go so that's thinkinking so we're running this as you can see it was only run the first 10 rows right now and then then uh the moment we run this it will not sync to Smart lead until this is also populated so until the emails validated so you can click this without any issues so you will run that that will automatically start running this as well um well it won't because we have well there you go they will automatically start running this as well and then once this starts populating then it will automatically start running this as well so once you know okay I've said the first 10 rows everything's looking good let's start syncing it great then you know you don't have to do any additional work but also um the other way around you don't want to run all of this unless you're sure everything here looks good um so you want to make sure that you do the setup correctly before you start running everything pretty much but either way it's all sync into smart lead so that's good that's exciting and um um yeah that means that we're ready to move on to the next module