How to customize your Prospector emails
Vidyard Prospector uses AI to customize your emails based on your company details, as well as the information of the leads that match your search filters.
You can further personalize any generated emails by editing them before they're sent, helping the AI find your voice, or adding an engaging intro video.
Edit emails to your leads
Once your emails have been generated, you can customize them if needed before they're sent to your leads.
- Sign in to your Prospector account
- Select Emails from the main menu, then select the email you want to edit
- Use the edit buttons to change the title or body of the email
- Select the checkmark to save your changes
Help Prospector mimic your style
To ensure generated emails sound the most like you, you can enter a sample of your writing style for Prospector to analyze.
From the Writing Style page, you can see the criteria Prospector uses to create emails for you by default, and customize these criteria by having a sample of your writing analyzed.
- Select My Profile, then Email Preferences
- Choose the Writing Style tab, then select Custom
- Enter a subject line and fill out the body section with your sample email
- Select Analyze Email to finish
Once your sample has been analyzed, Prospector provides you with a brief analysis of your style. You can edit your sample at any time, and have it analyzed again to better fit your ideal voice.
Any changes made to your style apply to all created emails going forward. If you'd like to regenerate any existing scheduled emails to fit your style, select the prompt that appears immediately after Prospector's analysis is complete.
Improve individual emails to your leads
You can assist the AI in providing the most accurate result by letting Prospector know whether you liked the email that was generated for a lead.
At the bottom of any email, select I like it to approve the content, or Improve to provide suggestions that help Prospector get closer to your style of writing.
Add an intro video to your emails
You can select an intro video that will be added to any future generated emails, to give them a more personal touch and engage with your prospects.
- Select My Profile > Email Preferences
- Select the Videos tab, then Select Video from Vidyard Library
- Choose which video you'd like to use for your intro
- You can also select New Video to upload an external intro video into your Vidyard library
- Select Confirm to finish.
You can change the intro video at any time by selecting Remove Video From Emails and selecting a new video.
Frequently asked questions
Can I include a link to my calendar in my generated emails?
Yes, you can enter a calendar link in your Personal Settings, and it will automatically be added to any generated emails going forward.
Why isn't my intro video showing on my email?
The intro video will only appear on emails that were generated after the video was added. The video will not appear on any emails that were already generated at the time.
Why is my email showing the wrong intro video?
Any emails that were already generated when you changed your intro video are not impacted by the change. Only newly generated emails will have your new intro video.