This guide walks through how to automatically create and send personalized videos in Outreach.io sequences using AI.
To set up this automation, you need...
To have Outreach Admin access (to connect the Sendspark Outreach App)
To have the Automated Workflow feature enabled in Sendspark. (This is currently in BETA. Please contact us to enable it for your workspace).
Alright, let's dive in!
Step 1: Create Your Video & Email Campaigns
Start by creating your Dynamic Video Campaign in Sendspark
Next, Create your email sequence in Outreach
Step 2: Add Video Placeholders in Outreach Sequence
1. Add Video Placeholder in Outreach
Copy and paste the Sendspark "Dynamic Video Snippet" from Sendspark into your Outreach email template, exactly where you want the video to appear in your email.
In Sendspark, click "Share Campaign" (you need to generate at least one video from your dynamic video campaign to get to this page)
Search for "Outreach" in the modal
Click on "Outreach" and paste directly into your email template
Now that you have that set up, you need to do one more thing in you Outreach Sequence.
2. Add a "Task" in Outreach
Add a Task to the beginning of your Outreach with a note that says "Create Sendspark Automated Video: [link to your dynamic video] campaign"
We'll use this in the next step to trigger our automation
It's important that you have the link to your dynamic video campaign in Sendspark, so we know which template we should be using for the AI video!
Step 3: Set Up the Full Automation
Now the fun part! Let's set up an automation so that when prospects get added to the Outreach sequence, AI videos automatically get created!
Create a New Automation
As the Trigger, select "Outreach" and then "New Task"
Add a condition that the task has a note that contains your dynamic video campaign
Then add a second action for Outreach
Lastly, add an action for Sendspark
So, this is how your whole Sendspark automation should look:
That's it! Hit "Start" to start your automation.
You can now add prospects to your sequences in Outreach, and you'll see dynamic videos start getting created for each person in Sendspark.
Important Note:
Videos will get created as soon as prospects enter the sequence in outreach, but tasks have to be marked as COMPLETED in order for the emails to send automatically.
You can set up a trigger in Outreach if you'd like to automatically move contacts to the next step in a sequence instead of requiring their completion.