Use Nexweave with your favorite automation platforms to help you make the most of automated workflows and engage your customers with real-time hyper-personalized experiences!
This article will take you through how you can add a personalized Nexweave image in a presentation and share the presentation with your audience via email.
In our demonstration, we have created a Google Sheet where we have collected and stored our audience information, a Google Drive folder to collect all the presentations before sending it to our audience, and are sharing the presentations via Gmail. You may choose to use any other compatible spreadsheet and email application.
PRE-AUTOMATION SETUP:
Before you start setting up the automation, you will need to create the following:
1. A Google Sheet that collects and stores all the relevant audience information. You may use any other compatible data source for this workflow as well.
Ensure that there is at least one row of your audiences’ information stored in the Google Sheet, as this will be used to test the Pabbly workflow.
2. The personalized Image template that you wish to add as a slide in the presentation. You can also learn how to create image templates with the help of the linked document or learn the same using our video tutorials as well.
For our demonstration, we have created this image template:
Creating a Campaign:
To make the created templates available to use with Pabbly, you first need to create a campaign.
Navigate to Campaigns and click on Create a New Campaign.
Set your campaign name and set the campaign type to Image.
Next, select the template that you created above, and would like to use in your automated workflow.
We have selected the same Image template created above.Once your campaign is configured, click on Save & Proceed.
Next, set the activation method to URL Override.
Adjust the fallback values if you wish to and click on Save.
Finally, click on Launch Campaign.
Once launched, your campaign will be ready to invoke within the automation platform.
Setting up the automation:
Once the above steps are created and completed, proceed to create the automated workflow. In our demonstration, we have used Pabbly to set up our automation. However, you can use any other compatible platform of your choice. The following workflow was created:
The steps to achieve this have been detailed below:
1. Log into your Pabbly account and click on Create Workflow.
2. Set the first application to Google Sheets (or any alternative application that you are using). Then, set the trigger event to New Spreadsheet Row.
3. Next, connect Pabbly with the Google Sheet that is collecting your form responses. The step-by-step guide is mentioned below the webhook URL as well.
4. Once the connection is set up, a test response from your sheet will be sent to Pabbly.
The test response will be the same as the row of the audience information sent from the Google Sheet. The 3 pieces of information of the audience are captured under 3 variables:
NAME
EMAIL
DOMAIN
5. The next step in the workflow is to set the App to Nexweave and the Action Event to Create an Experience with a Campaign.
6. If this is your first time using Nexweave with Pabbly, connect Nexweave using an API key, as demonstrated in the linked article.
7. Once your Nexweave account is connected, the campaigns from that login will be listed within Pabbly. Select the campaign created above from the Select Campaign dropdown, select the campaign created above (that contains your chosen personalization template).
8. The variables employed in the campaign will then appear below. Map these Nexweave variables, to the fields of information collected via GoogleSheets.
In our demonstration, we have mapped:
USERNAME --- 1. NAME : Shreya
DOMAIN --- 2. DOMAIN : nexweave.com
9. Click on Save & Send Test Response. Pabbly will then generate a personalized Image Link based on the information it received from the Google Sheets
This image link will be used later to be added in the presentation created above, by replacing the placeholder image.
10. Next, set the App to Google Drive and the Action Event to Copy A File.
11. Once the connection is established, the required fields for this step will be listed below
Under File, specify the google slide presentation that you want to be copied. In our demonstration, this is the sample presentation that we created above.
Under New Folder location, specify the google drive folder where you would like for these copies files to be located. These fields will be auto-populated if the Google Slides presentation and the folder are both made using the same Gmail Account.
Lastly, under copied file name, set the name that you would like for the copy of your presentation to take. In this demonstration, we have kept the file name dynamic, to make it easier to later identify. For this, we have mapped the file name with the name captured from the Google Sheets response to create the name - “presentation for [NAME]
Please Note: Use the same Gmail account which has access to both the Google Slides Presentation and the Google Drive folder created to store the presentations.
12. Click on Save and Send Test Request.
In the test response, you will see a file Id generated, which will be unique for every copied presentation file and is linked with the name being captured from the Google Sheet.
Within the specified google drive folder, you will also be able to view an exact replica of your Google slide presentation
13. Add another step to your workflow. Now to embed the personalized Nexweave image, set the App to Google Slides and the Action Event to Upload Image in Presentation.
14. Once the connection has been established, various fields will appear below.
15. For the field Template Presentation - Pabbly automatically sets the static presentation name. However, since the objective here is to upload a dynamic image in every presentation copy created (For each new name on the list), you will need to enter a dynamic template ID here.
Set the Map button to ON. From the dropdown, select the File ID response, generated from the previous workflow step, ie from the Google Drive: Copy a File step.
16. Set your desired Image Replace method.
17. Click on the field corresponding to the slide where you want to place your created image, and select the generated Image link from the response of the Nexweave step.
Leave the slides, that you don't want to upload an image to, blank
In our demonstration, we have mapped the following:
Template presentation -- 3.Id 15hEeSM_bxpefUvZxi0dLklyCQ7YFHJiktXI7XxldAVI
Slide 3 Image 1 -- 2. Image Link : https://img.nxwv.io/fiTgsjbMl?type=it
Every newly copied file will have a unique file id for every name in the Google Sheet and the Upload Image in Presentation action will take place within the new id.
18. Click on Save and Send Request. In the generated test response, you will see a Presentation Id(this is the same as the file Id generated in the “Google Drive: Copy a File” step).
Secondly, within your copied presentation, you will now be able to see a personalized Nexweave Image instead of the placeholder image. The workflow will dynamically change this for the rest of your audience in the Google Sheet as well.
19. Add the final step to this workflow. To share this file with your audience, set the App to Google Drive and the Action Event to Share a File or Folder by Id.
20. Once the connection has been established, various fields will appear below.
21. For the field File or Folder ID - Pabbly automatically sets the static folder name. However, since the objective here is to upload a dynamic image in every presentation copy created (For each new name on the list), you will need to enter a dynamic File ID here.
Set the Map button to ON. From the dropdown, select the Presentation ID response, generated from the previous workflow step, ie from the Google Slides: Upload Image in Presentation step.
22. Set the Email by selecting the email from the data collected in the Google Sheets: New Spreadsheet Row.
23. Set the desired role.
In our demonstration, we have mapped the following:
Template presentation -- 4. PresentationId 15hEeSM_bxpefUvZxi0dLklyCQ7YFHJiktXI7XxldAVI
Email -- 1. EMAIL : [email protected]
24. Once completed, click on Save and Send Request and check whether the email and the Google Slide have been shared with the audience.
The response states that the presentation has been successfully shared.
25. On the top right corner of the page, ensure that the Workflow Status is kept to ON. Moreover, make sure that in Google Sheets, Under Add Ons, the Send on Event option is checked, which makes sure that every new row of audience information entered will be sent to Pabbly and the workflow will work smoothly.
