How to Send Your Customers a Personalised Videmail: A Step-by-Step Guide – Emailmovers | Email Marketing | Data | Design

In today’s digital landscape, creating meaningful connections with your audience is key to standing out. Personalised videmails are an innovative way to engage both prospects and customers, delivering tailored messages that capture attention and foster stronger relationships. Whether you're thanking loyal customers or introducing your business to new prospects, this guide will walk you through every step of creating and delivering impactful videmails.

Step 1: Prepare Your Contact List

Start by preparing your list of recipients. This step ensures your data is clean and ready for personalisation.

If you’re using a CRM like Salesforce or Hubspot, generate a contact report or view, and export it as a .csv file.
If you’re managing contacts in a spreadsheet, exporting directly to .csv should be straightforward.

Pro Tip: Double-check the report to ensure it includes all the necessary fields, such as first name, last name, and email address.

Step 2: Remove Unsubscribes

To stay compliant and maintain your sender reputation, scrub your list of any recipients who have unsubscribed.

Cross-check against unsubscribe lists from other platforms you use for email delivery.
This step helps avoid sending unwanted emails, which could damage trust and lead to complaints.

Step 3: Clean Your Data

Import the .csv file into a worksheet program (e.g., Excel or Google Sheets) to tidy up your data:

Remove duplicate entries to prevent sending multiple emails to the same person.
Delete unnecessary columns or fields to streamline the file.
Check for missing data in essential fields like first name or email address.
Once cleaned, export the file back to .csv format for use in the next steps.

Pro Tip: Use data validation tools to identify and fix common formatting issues, such as trailing spaces in email addresses.

Step 4: Create Your Videmail Campaign with Sendr

To deliver a polished, personalised experience, use a platform like Sendr. Here's how to set up your campaign:

Sign Up: Create an account on Sendr.
Build Your Template:
- Upload your logo and favicon for branding.
- Enter a page title and description (tools like ChatGPT can help you draft compelling copy).
- Set fonts and buttons to match your branding.
- Include a calendar link if you want recipients to schedule a meeting directly.
Import Contacts:
- Upload your cleaned .csv file.
- Use Sendr’s "Enrich Data" feature to enhance the experience with personalised landing pages and dynamic GIFs.
- Test on a small sample before proceeding.

Pro Tip: Ensure your video content is engaging and concise—aim for under 60 seconds to hold attention.

Step 5: Upload Data to Your Email Platform

If you’re using Deliverite for email delivery, follow these steps:

Upload Your List:
- Go to "Lists and Users" in Deliverite and create a new list.
- Map fields like video links and GIF codes to custom fields during the upload process.
Design Your Email Template:
- Use the drag-and-drop editor to create a personalised email template.
- Insert dynamic elements like GIF codes via the "Merge User Data" function.
- Don’t forget to add a clear opt-out link for compliance.
Test Your Template:
- Preview the email as it will appear to recipients.
- Validate your template to ensure there are no errors.
- Send a test email to yourself to confirm everything works as intended.

Step 6: Launch Your Campaign

When everything is ready, it’s time to send your videmail campaign:

Create a new campaign in Deliverite.
Select your email template and recipient list.
Add a campaign description and schedule the send date and time.
Confirm delivery to kick off your personalised videmail outreach.

Pro Tip: Monitor your campaign performance metrics, such as open and click-through rates, to gauge effectiveness and optimise future campaigns.

Summary

Personalised videmails offer a unique way to capture your audience’s attention, blending the power of video with the precision of tailored messaging. By following this step-by-step guide, you can create and deliver impactful videmails that enhance engagement and build lasting connections.

Whether you’re reaching out to prospects or nurturing existing customer relationships, videmails are a powerful tool to add to your marketing arsenal. Need help getting started? Our team is here to guide you through the process—contact us today to learn more.