Use these steps to have Instantly automatically send videos as soon as they're created through this automation.
1. Create Dynamic Video Campaign in Sendspark
This will act as the template for all AI-personalized videos created. Learn more about creating dynamic videos here.
2. Add Video Placeholder to Instantly Email Template
You can add this placeholder snippet to your snippet to your Instantly e-mail template so it will be changed for every lead.
Go to your Dynamic Video Campaign and click "Share Campaign"
Search for "Instantly"
Click to copy the snippet, and paste directly in your Instantly sequence, where you want your video to appear in email.
3. Create Your First Step Of The Workflow
Go to your agentic workflows, and click on plus icon and choose Sendspark, it should look as in the image below,
You can just select your campaign from the dropdown in the Agentic workflow builder or if you ever need to copy it, there is a “Campaign ID” button you can click to copy it.
Map the fields you like, we suggest always mapping the e-mail or first name field because we will use them in the next step.
4. Search The Lead On Instantly
Click on the plus icon and choose action, search for the "Instantly", choose "search lead" and connect your Instantly account and click on the continue button on the right corner.
Then map the contact e-mail from your Sendspark video and click on save.
5. Create The Lead On Instantly
Click on the plus icon and choose action, search for the "Instantly", choose "create lead" and hit continue.
Choose your Instantly campaign in the first step and choose contact e-mail and first name respectively.
We will add a router in the last step so if the lead exists, it will automatically go to step 6 and add leat to the campaign, if the lead doesn't exists, it will go to step 5 and create the lead first.
6. Add Lead To Campaign
Add another step and choose "Add Lead To Campaign"
Map your Sendspark Campaign ID to "Lead IDs" section and your Instantly Campaign to the "To Campaign ID - ID" section and make sure to choose "yes" for the check duplicates in the campaigns to prevent duplicates. astlly click on save.
7. Add A Router
Click on the plus icon again and choose "tool" and Router under your second step which is "Instantly: Search Lead". Add "Lead ID" on the If section's field and choose "non-empty".
Map the 5th step "add lead to campaign" into your "then" condition and your 4th step into your "else" condition and click on save.
What this means is, if your search finds a Lead ID, it will add that lead to the campaign but if it doesn't have the Lead ID it will create the lead and then add it to the campaign.
This is how your workflow look in the end. You can click on start button and add a prospect into your Dynamic Video Campaign and it will automatically do the all steps for you.