Getting started with Vidyard Prospector

Vidyard Prospector uses AI to generate emails for high-quality leads based on information you provide about your business, and the territory filters you choose. Once you've set your preferred cadence, we'll reach out to each lead we've found that matches your needs.

Follow the steps below to get started!

Enter your personal information

In order to start generating emails, you'll need to enter your personal information.

The information you provide about your business is what Prospector uses to generate accurate emails. The more detail you can provide, the better the results.

1. Sign in to your Prospector account
2. Select My Profile from the main menu, then Personal Settings
3. Enter your personal details, as well as an explanation of the product or service you provide (max 1000 characters)
   • Optionally, you can enter a link to your calendar in the box provided, allowing any contacted leads to book a meeting with you directly 
4. Select Save to finish

Set your territory and discover new leads

Use the search filters on the Territory page to help you generate leads that match your outreach needs.

Once you've selected your filters, Prospector generates emails customized to fit each lead that matches your criteria.

1. Select Territory from the main menu
2. Use the Filters section to change your search location, target company information, and how many leads you'd like per search
   • Want to start over with new filters? Just select Clear all.
3. Select Preview Leads to see an example list of leads that could be generated from your chosen filters
4. Select Generate Emails to create emails for leads that match your search criteria

Import your own external leads

If you already have leads you'd like to use in Prospector, you can enter them individually, or import up to 50 using a CSV file.

When uploading a CSV file, please make sure you have columns for First Name, Last Name, and Email.

1. Select Territory, then Import
2. Enter your leads into Prospector
   • Drag and drop your CSV into the box provided to import a full list of leads
   • Enter personal info (first and last name, email) for an individual lead
3. Select Generate email(s) when finished

Manage your email signature and cadence

In your Email Preferences, you can enter your signature to be added to all outgoing emails, and schedule when Prospector sends emails for you. Emails will be sent out automatically each week to leads, on the day and time you select.

Any changes made to your preferences are saved automatically. 

1. Select My Profile from the main menu, then Email Preferences
2. Toggle Schedule and send emails on, then set the day and time for your email cadence
3. Choose whether you'd like follow-ups to be generated and sent to your leads
4. Enter your email signature in the box provided

Frequently asked questions

Why can't I change my email address in my Personal Settings?

The email shown in your Personal Settings is the one you used for your Prospector account upon sign-up, and cannot be changed. To use a different email address, you can create a new Prospector account with that email.

Do follow-up emails count towards my account's lead limit?

No, follow-up emails do not count towards your limit. Only the first email generated for a lead is applied to your account's limit.