Skip to main content

Sendspark Automated Workflows - Beginner's Guide

Use Sendspark Automated Workflows to create and send videos, 100% automated.

Bethany Stachenfeld avatar
Written by Bethany Stachenfeld
Updated over a week ago

Sendspark has an Automated Workflow feature to help you create personalized & send videos automatically, based on triggers. You can think of these as your own AI Video Sales Agents... Totally customizable, and totally automated!

Here's how they work.

How Sendspark Automated Workflows Work

How to Create Automated Workflows

You can create automated workflows in the automated workflow section of Sendspark.

Simply click "New Automation" to create a new automation from scratch.

Alternatively, you can click "Create from Template" to create an automated workflow from a template.

How Triggers and Actions Work

In your automated workflow, you will see the option to add a trigger & action. This is how to think about them.

  • Trigger: an event or criteria that "triggers" an automation to start. Common triggers include:

    • Form filled

    • Demo booked

    • Webpage visited

    • Lead status met

    • Event occurred

  • Action: an "action" that you want to happen automatically after the trigger starts the campaign. For example, this could be to...

    • Automatically generate a Sendspark video

    • Automatically add a lead to an email campaign in Smartlead, Instantly, etc

    • Automatically send an email in Gmail or Outlook

Each automation should have one Trigger, and at least one action. There is no limit to the number of actions you can have... So go wild!

How to Connect Automated Workflows with Dynamic Video Campaigns

You can connect Automated Workflows with Sendspark Dynamic Video campaigns to automatically create videos, or to automatically share videos after they've been created.

In either case, you would set "Sendspark" as the trigger of the action.

Use Sendspark to Trigger Automations

To use Sendspark to trigger automations, select "Sendspark" as the trigger, and then choose which event you would like to use:

There are 3 main categories:

  • New Video Generated — This fires when new dynamic videos are generated. Use this when creating automations that automatically send videos in email or LinkedIn after videos are generated.

  • New Video CTA Clicked — This fires when end-viewers click on the call-to-action button embedded next to your video.

  • New Video Watched — This fires when someone watches your video. Use this trigger when you want to create notifications when viewers engage with videos.

Additionally, with each event, you can choose whether each event fires for "all campaigns" or "Specific campaigns"

  • All Campaigns — means that events from ANY dynamic video campaign will trigger this automation. This is best to use when creating notifications.

  • Specific Campaigns — means that only one linked dynamic video campaign will trigger this automation. This is best to use when creating automations that automatically send videos after they are created.

Use Sendspark as an Action in Automations

There is only one Sendspark automated action at the moment — to create dynamic videos!

You can use this action to create a dynamic video when the trigger you've set occurs.

When you create dynamic videos via automations, you will be able to use data from the videos in subsequent actions.

For example, among other data fields, you can use...

  • Share Url — is the link to the video on a public share page

  • Email Embed HTML — is a little snippet you can use to embed your video link + GIF in an email

  • Embed Url — is a hosted video link you can use to embed your video on a landing page

This can help you share the video after it's been created. For example, you can automatically embed the video & send in Gmail or Outlook after it's been created.

Available Tools

In addition to triggers and actions, you can also add tools to your automations to help you succeed.

Tools can help with many things - from creating router logic to cropping data to adding time delays. Feel free to explore what's available!

Available Integrations

We have many integrations available. Go to the "Apps" page and click "Add a Connection" to see all integrations.

Did this answer your question?