This article will explain how to:
Create a new outbound campaign with data from Salesforce or a CSV
Integrate and clean your data
Configure your unique personalizations
Send the customized web experience to your prospects
First you’ll need to make sure you’ve gotten Mutiny all set up and mapped out your ABM strategy, then you’ll be ready to begin crafting your outbound personalization campaign to effectively customize your web pages for each of your contacts and accounts.
Step 1 — Select your Data Source
Whether you’re using a CSV or Salesforce to import your data, you’ll be able to personalize your web pages in the all of the same ways, but the processes of setting up each campaign will slightly differ.
Follow the steps in the article linked above that corresponds to the data source you’re using in order to get everything configured, then move on to Step 2.
Step 2 — Clean up your Data
Once your data is imported, you'll see a preview of your data loaded into Mutiny. We've got several different clean up options that you can use in order to assure that your data is totally page-ready. Click the “Clean Up Data” button to begin.
We recommend using this feature to apply bulk updates to common data cleanup such as Title, Company, and website Domain. If you're curious about how this step works, you can read more about data cleanup functions here.
The cleaned up cells will be highlighted in purple.
If you happen to notice any errors in the data, you can hover over a field and click “Edit” to update its contents. Editing these fields will not alter any data within your Salesforce instance, it will only update your Mutiny campaign.
When you are happy with your data formatting, click "Continue" in the top right-hand corner to go ahead and create a custom web experience for the audience you've defined.
Step 3 — Configure your Personalizations
The Mutiny editor makes personalizing your web pages a breeze! Select any element on the page by hovering over it, then you'll be presented with some different options to personalize it for your campaign.
Clicking on the "Personalize By..." drop-down box will allow you to configure grouped changes for a particular value within one of your columns.
For example, you might want to display different messages for your contacts in the Biotechnology industry versus those in Transportation. You can personalize the page by industry by clicking the "Company Industry" column and selecting an industry from the drop-down box. Then, it's simply a matter of implementing your personalizations!
Press “+ Variable” to insert variables from your data onto the page.
You’ll notice a gear icon to the right of your variables in the drop-down box, which you can click on to access the settings.
For instance, the settings for the “Company Name” variable allow you to choose if you want it to appear on the page as capitalized, pluralized, or possessive. You can find a more in-depth explanation of how variable transformations work here.
Once you’ve added some dazzling new content that will be sure to catch the eye of your website’s visitors, click the blue “Save” button.
You can also preview the customized pages and see how they would appear to potential visitors from your audience accounts by clicking the "Preview" button on the top bar.
Step 4 — Launch & View Links
When your personalizations are all configured to your liking, click the “Launch & View Links” button in the top-right corner to download a CSV containing your preview and production links.
The Mutiny preview links will allow you to view your personalized pages internally while the Mutiny production links are what you’ll send to your prospects.
Mutiny will provide tracking on page views and conversions from the production links, so it is important that you reserve those for your actual contacts to assure that this data is accurate.
Note: We will cookie any user who has viewed a preview link and add them (by cookie and IP) to an exclusion list, meaning they will not be included in any tracking metrics from there on out. This way, by simply viewing any preview link, you can be sure that you and your team will not affect the data for page views and conversions.
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