Smartlead has two actions. Add Lead to Campaign adds a lead to a Smartlead campaign, with custom fields for personalization. Lookup Lead Status in Campaign looks up a lead's status in a specific Smartlead campaign by email. Both run on your own Smartlead account.
Before you start
Account: your own Smartlead account. Nothing is charged from your wallet. Connect it first (steps below).
Input: the row needs an email address.
Important: Add Lead to Campaign writes outside Loopster. With Auto-run on, new values in the first column trigger the row workflow, so data can be sent without you clicking run. Add the column without running it and test one row first. See Run columns safely: Auto-run, test one row, then run the rest.
How do I connect Smartlead?
Open Settings, then Connections.
Click Create.
In the Connect an account window, find Smartlead in the list and click it.
Follow the steps that open for Smartlead.
Then open the column's settings: the Account block shows which account the column uses, with a Manage accounts link. See Connections: Loopster-provided accounts and your own.
How do I use Smartlead in a table?
Click Add column, then Add enrichment.
Open the Export tab. Under Outbound, open Smartlead, which has 2 actions.
Choose the action you want. The list below says what each one does and what it needs.
Map the input or inputs the panel shows: click an input, press
/and pick a column. See Map an enrichment's inputs.Click the arrow next to the main button and choose Add column without running.
Click the play button on one row, then double-click the cell to read the result.
Check the result in Smartlead too.
To run the rest, click the play button on the column header and choose Run all N empty rows in the Run column dialog.
What can Smartlead do in Loopster?
Every action takes an email address.
Lookup Lead Status in Campaign (Export tab): Look up a lead status in a specific Smartlead campaign by email.
Add Lead to Campaign (Export tab): Add a lead to a Smartlead campaign, with custom fields for personalization.
How do I check it worked?
Double-click a cell.
The details show the fields of the result. Hover a field and click Add to column to put it in its own column. See Put a result's fields into their own columns.
Also check the result in Smartlead.
Troubleshooting
Quick answer
Auto-run is off, or the column was added without running.
A required input or setting has no value (the panel footer warns).
The cell says Error: open it and read the message. Then check the Smartlead connection under Settings, then Connections.
Nothing happens, or the cells stay empty
What you see: The column exists, but no row has run.
Why it happens: Auto-run is Off (the app says "New rows and values will not run on their own"), or you chose Add column without running.
What to do: Click a row's play button, or use the column header's Run column dialog. See Why didn't my column run?.
The footer says "Select a column for … before running"
What you see: A warning such as "Select a column for … before running." in the panel footer.
Why it happens: A required input or setting (marked with *) has no value. An input can be empty even when a suggestion names a column.
What to do: Click the input, press / and pick a column from the list. Do not close the list with Esc: a / or @ is then left in the field as plain text.
My cells say Skipped
What you see: Skipped in the cells.
Why it happens: Skipped means "Did not run because of filters or missing dependencies."
What to do: Double-click the cell and read the message. Check that every input is mapped to a column, and look under Run Settings for Add run condition ("Only run if this formula resolves to true.").
My cells say Unsatisfied
What you see: Unsatisfied in the cells.
Why it happens: Unsatisfied means "Enrichment ran correctly, but output didn't match expected format."
What to do: Double-click the cell and read the message. Check the input values in that row, and test one row before you re-run many. See What a cell's message means.
A cell says Error
What you see: The cell says Error, and the footer shows a count such as "1 cell failed".
Why it happens: Error means "Crashed, something went wrong." The message is in the cell it happened in.
What to do: Double-click the cell and read the message. Then open Settings, then Connections, and check the Status of the Smartlead connection. Check Smartlead before you re-run, because a re-run runs the action again.
I am not sure which Smartlead account a column uses
What you see: You want to know which Smartlead account a column runs on.
Why it happens: Smartlead runs on your own account, and the column's Account block shows which account it uses.
What to do: Open the column's settings and look at the Account block. Its Manage accounts link is next to it. Settings, then Connections, lists every account the workspace can run on. If Smartlead is not there, click Create and find Smartlead in the list.
The result did not change after I edited an input
What you see: A finished cell keeps its old result after you change an input.
Why it happens: With Auto-run on, Keep existing results is ticked: "Only errored, empty and new cells run. A completed answer is left alone even when one of its inputs changes."
What to do: Double-click the cell and click Re-run this cell, or click the play button on the column header and choose Overwrite all N rows in the Run column dialog. Read the line under each option first. Either one runs the action on Smartlead again.
Smartlead got the same data twice
What you see: Repeated changes or duplicate entries in Smartlead.
Why it happens: This action writes outside Loopster. Re-run this cell and Overwrite all N rows run it again, so Smartlead may receive the data again.
What to do: Test one row first and check it in Smartlead. Keep Auto-run off until the first row looks right.
What does it cost?
Smartlead runs on your own account. Nothing is charged from your wallet. See Your wallet and keeping spend under control.
Good to know
Smartlead has two actions in Loopster. They are all in the Export tab.
No action is marked as eligible for a waterfall step.
No action creates rows in your table.
Add Lead to Campaign writes outside Loopster. Lookup Lead Status in Campaign only reads from your own account.
Other providers show some of the same names (Add Lead to Campaign). The panel's ACTION line reads Provider › Action, so check the provider name before you add one.