Do you want send a video email campaign out in Salesloft from multiple senders, and have the video AUTOMATICALLY update to be from the right sender?
Read this article to see how to set it up. Please ignore that some of the screenshots are from HubSpot and not Salesforce... the automation works the same way.
0. Prep:
Create Sendspark Videos:
Each one of sales reps creates their own Dynamic Video Campaign
Create Custom Field in Salesloft & Salesforce:
create Custom Field called “Sendspark Dynamic Campaign ID”
Make sure Salesforce & Salesloft are set to sync this field (more info here)
Add Sendspark Video Placeholder in Salesforce Cadence:
In your salesloft campaign, where you want the video to go, add this placeholder:
<div class="sales_loft_wrapper" style="font-family: Arial; font-size: 11pt;"><a href="https://sendspark.com/share/d/?email={{email_address}}" target="_blank" rel="noopener"><img src="https://thumbnail.sendspark.com/animated/d/?email={{email_address}}" alt="Thumbnail for video" height="209.55555555555554"></a></div>This placeholder is different from the one in Sendspark in that it uses the “Sendspark Dynamic Campaign ID” custom property instead of the fixed dynamic video ID. This makes it dynamic for each sender.
You can switch over to the HTML editor in your email to paste it
It will look broken here, that’s okay!
1. Create Automated Workflow in Sendspark to Create the Right Video From the Right Sales Rep
Let’s create an automation in Sendspark so that when leads get enrolled in Salesloft Sequences, Sendspark automatically generates the right video from the right contact owner.
Go to Automated Workflows in Sendspark
Create New Automation
Set Trigger: Salesforce Lead Updated
Add a filter…
With the condition: Initiated Cadence Name = [Your Cadence]
Create Actions for “Sendspark - Create Dynamic Video” for each of your sales reps
(Also, add a fallback for if there is no assigned owner)
For each of these, map in all of the fields that you are are using in your video
Create routers for each of your sales reps
Under the trigger, click the “plus” icon, and select “tool,” and then “router”
Now, for each owner, add a condition for if the “salesforce lead owner” is equal to that sales rep
If the condition is met, then create that video. Otherwise, move on to the next rep (or the fallback at the end)
Alright… this automation ensures that when a contact is enrolled in a sequence, the right video will be created from the right rep.
Now, let’s make sure that the right video is showing up in the salesloft email!
2. Create 2nd Automated Workflow in Sendspark
Create a Webhook in Sendspark
This should fire whenever dynamic videos get created
Create a new Automated Workflow in Sendspark
Trigger: that webhook
Action: Set Custom Field in Salesforce
Make sure you are setting the “Sendspark Dynamic Campaign ID” to the actual campaign ID of the generated video from the webhook
This completes the loop!
Now…
Whenever a contact gets enrolled in a sequence, you are setting off automation one to create the right video from the right rep
Whenever a Sendspark video gets created, you are setting off automation #2 to ensure that the lead’s “Sendspark Dynamic Campaign ID” custom field gets updated to the dynamic video campaign ID in Salesforce
And since you have the Salesforce <> Salesloft Sync, whenever that field gets updated in Salesforce, it will also get updated in Salesloft
And then, since you already have the Sendspark video placeholder in the email, when the field gets updated, then the right video will be shown for the right person.