You can use Persana with HeyReach to scale your outreach while keeping it highly personalized.
Step 1: Create a campaign in HeyReach with an empty lead list
The first thing you need to do is create a campaign in HeyReach. For this example, I’ll name it Persana Campaign.
Follow these steps:
1️⃣ Go to Create Campaign in HeyReach.
2️⃣ Name your campaign as you prefer.
3️⃣ Create an Empty new lead list, this is where Persana will send leads from your website.
4️⃣ Choose any exclusion options you need.
5️⃣ Select a Sender from your teammates.
🚨 Choose Senders not involved in other campaigns, so they’re available every time Persana sends new information. If a Sender is in other campaigns, they might hit their limits.
You can check more details about configuring your sending limits in HeyReach’s documentation.
Next, you’ll need to create a sequence for your campaign:
1️⃣ The best option is to create a conditioned sequence, choose If connection.
- If the delivered lead is connected, you can send them a message right away.
- If they’re not connected, you can add additional steps (like connection requests or engagement actions) before sending your message.|
4️⃣ Define Variables in your messages that you’ll also use later in Persana.
5️⃣ Make sure to add a Fallback message in case a Variable ends up empty due to changes in Persana.
Once you’ve created the sequence, you can launch the campaign.
🧠 Because the lead list is empty at first, it won’t run until leads are pushed in from Persana.
Step 2: Connect Persana and HeyReach
1️⃣ Go to your Persana Dashboard.
2️⃣ Click on Settings → Integrations.
3️⃣ Find the HeyReach Integration option.
4️⃣ You’ll see a requirement to add an API Key from HeyReach.
Step 3: Get the API key from HeyReach
1️⃣ Go to your HeyReach dashboard and open the Integration tab.
2️⃣ Find HeyReach API.
3️⃣ Click on Get API Key.
4️⃣ Copy the API Key.
5️⃣ Go back to Persana and paste your HeyReach API Key.
That’s it, your Persana and HeyReach accounts are now connected.
Step 4: Configure variables from Persana for HeyReach
Now set up the variables you want to use in HeyReach:
1️⃣ Go to the use case you want to integrate with HeyReach.2️⃣ In the specified table, click Add Column and choose Enrichment.3️⃣ When the pop-up window opens, search for HeyReach and select Add Lead to Campaign (HeyReach).
A new panel will open on the right:
4️⃣ Select the campaign or lead list in HeyReach you want to import leads to.
5️⃣ Assign the Sender in HeyReach for these leads.
6️⃣ Map all the Variables to sync them properly from Persana to HeyReach.
You can also add Custom Variables and Custom Fields in addition to the predefined ones.
💡 Please make sure you name your Custom Variables exactly the same as in your HeyReach sequence messages. Otherwise, fallback messages might be used if variables don't match.
Once all fields are defined:
7️⃣ Click Save & Run for All.
Your leads will now automatically import from Persana into your selected lead list in HeyReach.
You can double-check it in your HeyReach account to ensure everything imported correctly.
You’re all set and ready to scale your outreach with Persana and HeyReach! 💜