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How do you send personalized funnels on demand using any sending software and Vinna?

How do you send personalized funnels on demand using any sending software and Vinna?

Here's how you create the automation/workflow to send personalized funnels on demand with Vinna.

Eli avatar
Written by Eli
Updated over 2 weeks ago

To send personalized funnels on demand, follow this detailed step-by-step process:

Step 1: Gather Your Tools

  1. Choose Sending Software: Select a sending software with API capabilities, such as Instantly or HeyReach.

  2. API Management Tool: Use an API management tool like Zapier or Make to orchestrate your workflow.

  3. Video and Funnel Creation Tool: Use Vinna to create the actual video funnels.

Step 2: Set Up Your Sending Software

  1. Log In: Access your sending software account.

  2. Generate API Key:

    1. Navigate to the integrations section.

    2. Create a new API key for integration with Zapier. Copy the key for later use.

Step 3: Integrate with Zapier

  1. Access Zapier: Log in to your Zapier account.

  2. Create Trigger:

    1. Select your sending software (e.g., HeyReach) as the trigger app.

    2. Choose an appropriate trigger event (e.g., "Connection Request Accepted" or "Lead Marked as Interested").

    3. Paste the API key you copied earlier. Name the connection relevantly and save it.

Step 4: Configure Lead Actions in Zapier

  1. Add Action (Vinna) to Add Lead:

    1. Choose Vinna as the action app.

    2. Set the action event to "Add Lead to Video Project."

    3. Connect your Vinna account using the API key, select the relevant video project, and map the required lead fields (like email, first name, company name).

  2. Test the Connection: Ensure the connection works by running a test within Zapier.

Step 5: Generate the Video Lead

  1. Add Action for Generating Lead:

    1. Again, select Vinna as the action app.

    2. Set this to "Generate Lead."

    3. Choose the same video project used previously and map the primary field value (e.g., email).

    4. Ensure consistency by using the same identifier from previous steps.

Step 6: Create Your Funnel and Video Project in Vinna

  1. Set Up Landing Page:

    1. Log in to Vinna and navigate to the landing pages section.

    2. Create a landing page that includes personalized elements (names, company info) and enticing calls-to-action (CTAs).

    3. Customize the page layout, text, images, and add relevant case studies/testimonials.

  2. Create a Video Project:

    1. Record your personalized video that introduces yourself, explains your service/product, and includes the link to your landing page.

    2. Upload the video to the appropriate video project in Vinna.

Step 7: Finalize and Send

  1. Generate Snippet Code:

    1. Use the snippet generator in Vinna to create HTML or link codes for including in your sending software.

    2. Copy the generated snippet code.

Step 8: Schedule and Send Emails

  1. Log Back into Your Sending Software:

    1. Create a new campaign or sequence that will send out your personalized emails.

    2. Paste the snippet code into the message template.

    3. Ensure that you replace any placeholder values with dynamic fields (like the lead's email).

  2. Add Delays if Necessary: Include a delay of 20-30 minutes before the emails are sent to ensure the funnels are generated.

Step 9: Run Your Campaign

  1. Initiate Your Campaign: Send out the emails according to your plan.

Step 10: Monitor Results

  1. Analyze Campaign Performance: Use analytics tools available in both Zapier and Vinna to review performance metrics, such as open rates, click-through rates, and conversion rates.

By following these steps, you’ll create an efficient process for sending personalized funnels on demand that can significantly enhance engagement in your outbound marketing strategies.

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