Playbooks

Automate Your Video Email Campaigns with marketbetter x HeyGen

Stop sending emails that vanish into the void. Put a face—an actual human-like presence—into someone's inbox instead. With marketbetter's direct connection to HeyGen, you can generate personalized videos on autopilot and send them to the right people at the right time. No camera, no awkward self-recording, no endless copy-pasting. Just a workflow that feels personal without eating up your day.

On this page

Overview

The workflow

Choose the Template
Add Your Audience
Create the AI Research Agent
Prepare Your HeyGen Assets
Generate Personalized Videos
Create Your Email Template
Launch the Email Campaign
Add Notifications (Optional)
Expand with More Steps (Optional)
Run a Test
Launch and Track Results

Best Practices

Success Strategies
Video Email Campaign Setup

Playbook Overview

01. When should you run this playbook?

  • When your usual cold emails feel invisible, and you need a way to stand out
  • When you want to add a personal touch to outreach but can't justify sitting in front of a webcam for hours
  • When you're scaling—whether it's a sales team or a solo founder juggling everything—and you don't want to sacrifice authenticity
  • When "spray and pray" campaigns aren't cutting it anymore

02. Used by following teams

SalesMarketing

Time Savings Impact

< 1hr

Setup time

for first campaign

85%

Higher open rates

vs text-only emails

3x

Reply rates

vs traditional emails

The workflow

STEP 1

Choose the Template

Start with marketbetter's ready-to-use template for video email campaigns.

STEP 2

Add Your Audience

Import your target contacts through CSV upload, HubSpot integration, or AI Contact Search.

01.Upload CSV with first name, email, job title, and company
02.Pull contacts from HubSpot (requires integration setup)
03.Use AI Contact Search for prospecting (e.g., "Find CTOs in California")
04.Verify HubSpot, email account, and HeyGen connections
STEP 3

Create the AI Research Agent

Set up an AI agent to research contacts and extract personalization insights.

AI Research Insights

The AI agent pulls key insights like recent funding, promotions, company news, and product information to create personalized tokens like {{key_insights}} and {{products}}.

Focus on recent, relevant information that shows you've done your homework
STEP 4

Prepare Your HeyGen Assets

Set up avatar groups and video script templates in HeyGen.

🎬 HeyGen Setup

• Create avatar groups with different presenter styles
• Choose avatars for different audience types (executive vs casual)
• Design 45-60 second video script templates
• Include personalization tokens like {{firstName}} and {{key_insights}}
• Test avatar and script compatibility
STEP 5

Generate Personalized Videos

Configure the HeyGen Video node to create unique videos for each contact.

# HeyGen Video Node Configuration
 
## Avatar Selection:
- Avatar Group: {selected_group}
- Specific Avatar: {chosen_avatar}
- Voice: {selected_voice}
 
## Script Template:
"Hi {{firstName}}, I noticed {{key_insights}}. Since you're working with {{products}}, I wanted to share a quick idea that might help with {{challenge}}."
 
## Personalization Tokens:
- {{firstName}}: Contact's first name
- {{key_insights}}: AI-researched company insights
- {{products}}: Company's products/services
- {{challenge}}: Relevant pain point
STEP 6

Create Your Email Template

Build an email template that leads with insights and includes the video link.

Subject: Quick video for you, {{firstName}}
 
Hi {{firstName}},
 
{{key_insights}}
 
Watch your personal video here: {{video_link}}
 
Since you're working with {{products}}, we thought this might be useful.
 
Best,
{{senderName}}
STEP 7

Launch the Email Campaign

Configure and send your personalized video email campaign.

📧 Campaign Settings

• Connect your email account (Gmail, Outlook, Microsoft 365)
• Set optimal send times during business hours
• Configure email tracking and analytics
• Set up automated follow-up sequences
• Monitor delivery and engagement metrics
STEP 8

Add Notifications (Optional)

Set up team notifications for campaign tracking and follow-up coordination.

Notification Options

Add Slack alerts, Teams notifications, or internal emails to keep your team informed of campaign progress and enable timely follow-ups.

Use notifications to coordinate follow-up while messages are still fresh
STEP 9

Expand with More Steps (Optional)

Add additional automation steps for comprehensive campaign management.

01.Sync contacts to Salesforce or HubSpot
02.Log sends and replies in Google Sheets
03.Trigger webhooks to Zapier or other tools
04.Add delays between messages
05.Create recurring campaign loops
STEP 10

Run a Test

Test your workflow with a single contact before launching the full campaign.

STEP 11

Launch and Track Results

Monitor campaign performance and optimize based on results.

📊 Key Metrics

• Videos created and sent
• Email open rates and engagement
• Video view rates and completion
• Reply rates and quality
• Meeting bookings and conversions
PRO TIPS

Success Strategies

• Always create fresh templates and agents for each run to avoid conflicts

• Keep emails under 120 words and let the video carry the weight

• Match avatar style to your audience (polished for executives, casual for startups)

• Test before launch - it's the easiest insurance policy you'll ever use

• Use notifications to give your team energy and timing cues for follow-ups

LIVE DEMO

Video Email Campaign Setup

Watch how to set up a complete video email campaign from template selection to launch in under 20 minutes.

Ready to automate your video email campaigns with marketbetter and HeyGen?

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