Autoklose Integration
Create a CSV containing all your audience information and generate unique links for Nexweave media for each row of information. Import this CSV to Autoklose to share personalised and interactive content at scale!
For our demonstration, we are sharing a personalised image in an email that hyperlinks to a video landing page.
Let’s begin by creating a new campaign on Nexweave. If you are new to creating Nexweave campaigns, you can have a look at our campaign documentation here
- Within the Nexweave platform, start by navigating to Campaigns and click on Create New Campaign.
- Set the Campaign Name and select the Campaign Type. You can read more about the available campaign types here. Since we aim to use both Image and Video templates as a part of our campaign, we selected the campaign type as Image + Video. However, you may choose either Image or Video campaigns, based on your preferences.
3. Next select the Image and Video templates you would like to employ for this campaign.
For our demonstration we have selected:
- Image template : Welcome Message - Play
- Video template : Welcome to the family
- Video thumbnail : Welcome Message - Play
4. Select your either default or custom landing page URL and click on Save and Proceed to continue.
Now let’s proceed to setting up the activation method.
- Start by selecting the Activation Method from the dropdown. For a CSV Campaign, select Bulk Link Campaign.
- Then click on Download CSV Template. This will download a template containing all the variables as column headers in the sheet. Please note: If your variables do not include Email, you will need to add that as a CSV column header manually Populate this CSV template with user data and save it to your files.
3. Next, click on Upload CSV and select the populated CSV created in the previous step. You can click to preview the image and video templates selected, if you wish to
4. Once done, click on Generate Links to create unique links for each row.
5. Finally, click on Download links to download the CSV sheet with Nexweave media links included.
You can also click on Embed code to view the Image embed code for email and the video landing page embed code.
Let’s move to Autoklose to setup contacts and a campaign
- Start by logging into your Autoklose account
- In the coming steps, we will be uploading the CSV sheet extracted from Nexweave (containing audience info and media links) into an Autoklose contact list.
- In doing so, you will be prompted to map the columns of the CSV with the contact fields within Autoklose.
- You can view and manage your contact fields here. As can be seen within the list, all the common contact fields such as name, email, organization, phone are already included.However the Nexweave CSV file to be uploaded also contains columns for the personalised Image and video URLs
- To add custom fields, click on Add Field
- In the pop-up that appears, enter the desired field name and click on Add field to complete.
In our demonstration, we have added the fields:
- Imagelinks
- Videolinks
Now proceed with creating an Autoklose Campaign
- To start an Autoklose Campaign, click on Start a Campaign in the main menu
2. Enter your Campaign Settings, including Campaign name, delivery schedule, and tracking. Click on Next to continue
3. Next, click on Add contacts and select Upload CSV. Select the Nexweave CSV downloaded from the Campaign in the previous steps (containing audience information and media links)
4. Next, map the columns of the CSV file with matching Autoklose contact fields. Click on Add to Campaign to complete
We have mapped the following:
- USERNAME -- First Name
- EMAIL -- Email
- Links -- Videolinks
- Imagelinks -- Imagelinks
5. Once the import is complete, you can see your contact list and their corresponding information. Click on Next to continue
6. Select the Email template you would like to use. For our demonstration, we have selected the Blank Template
7. Type in the message you would like to share with your audience. To add personalisation variables/ contact fields, click on Insert and select the variable you would like to use
8. To add the personalised image to the email body, click on the Email Menu and click on </ > to launch the code editor
Here,copy paste the snippet :
<a href=”{{Videolinks}}”><img src=”{{Imagelinks}}” width=”75%”></a>
Where:
- {{Videolinks}} is the variable field we created to map with the Video URLs in the CSV file
- {{Imagelinks}} is the variable field we created to map with the Image URLs in the CSV file
You may replace these fields with the custom fields you created and mapped at your end
Please note : In the Preview mode, you may not be able to see the image, however the same will be reflected once you send it over an email.
9. You can preview your email, or send a test email if you wish to. Click on Next Step to continue
10. Under Campaign Review, revise all the campaign details, and make edits if required.Once verified, click on Start to launch the campaign
Your personalised media will be on it’s way to impress your audience!