How to create and customize campaigns

Looking to increase your efficiency with video? Campaigns are reusable, customizable templates you can use to create AI videos in bulk and share them with your contacts.

You can edit a campaign’s title, video appearance (avatar or screen share), and script to personalize videos for your contacts at scale in your distribution platform of choice.

How to create a campaign

1. Log in to your Vidyard account
2. Select Campaigns from the main menu, then New Campaign
   • If you want to get a quick start, you can select an option from our campaign inspirations that provides you with a title, script, and example video
3. Enter a name for your campaign, then select Create
   • If you chose a campaign template, you can change the name by opening the menu (3 dots) beside the Save button, then selecting Rename

How to customize your campaign

Every video created with a campaign will follow the settings you choose for your campaign’s template. You can customize:

• Title - The title appears on each of your campaign’s videos, and can be personalized with dynamic variables that are replaced with a viewer's information (eg. {{First Name}}
• Appearance - Choose whether your videos will have just your avatar, or simulate a screen share with your avatar in a bubble over a background (image or video). The avatar you select is used on all videos within the campaign.
• Script - What your chosen avatar reads in your AI videos. You can use dynamic variables that are replaced with information (eg. {{First Name}}) to personalize the text for your viewers.
• Thumbnail caption - Choose to enable personalized, animated captions on your campaign videos’ thumbnails.

Once you’ve finished setting up your campaign, you can start generating videos.

1. Select a campaign from the list
2. Enter a Title for your campaign

   • You can use dynamic variables to personalize this for your viewers

     

3. Customize your video’s Appearance
   • Select Layout to choose between avatar-only or avatar & background options
   • Select Avatar to choose which avatar you’d like to use for the campaign
   • Select Background to add an image or a video that will be shown behind your avatar (learn more)
     
4. Enter a Script for your videos, using dynamic variables to personalize text

   • Select the play button to hear a preview of your script audio, read by your custom avatar (this is only available with custom avatars)

     

5. Use the options under Thumbnail caption to enable personalized, animated captions on your campaign videos’ thumbnails
   
6. Select Save to finish 
   

Customizing your video background

The background you select for your campaign will be shown behind your custom avatar in all of that campaign’s videos. You have two options for your background:

• Add Image - Choose an image file from your computer.
• Add Video - Choose a video from your library or upload a new one from your computer. This video plays behind your avatar and has no sound.

If you select the Add Video option, you can choose how your video will play in the background. This is an excellent option for short explainer videos that walk viewers through a feature.

• Trim or loop - Your background video length will remain as-is, but will trim itself or loop and restart, depending on the length of your campaign video. For example: 
  
• Fit to campaign - Your background video will speed up or slow down to match your campaign video’s length. For example: 
  

You can change your background play options when you first select Add video, or from the Playback dropdown when hovering over your video preview.

How to connect a Workflow to your campaign

Make your outreach more efficient by using Video Agent in your Vidyard campaigns. Video Agent automatically creates and sends personalized video messages to your contacts when they take specific actions, such as booking a demo or filling out a form.

Take a look at the setup guides for each of our workflow integrations to get started.

• HubSpot 
• Marketo
• Salesforce
• Salesloft
• Zapier
• Video Agent API

When you select a platform from the list, we’ll provide all the data you need for setup, including the Campaign ID and Webhook URL.

How to rename a campaign

You can rename an existing campaign at any time.

1. Select Campaigns from the main menu
2. Open the menu (3 dots) button next to the campaign you want to rename
3. Select Rename to enter a new name, then Save to finish

How to duplicate a campaign

If you’re interested in an existing campaign, but want to put your own spin on it, you can create a duplicate. The duplicate will have all of the same customizations as the original campaign.

1. Select Campaigns from the main menu
2. Open the menu (3 dots) button next to the campaign you want to duplicate
3. Select Duplicate to create a copy

How to delete a campaign

If you no longer need a campaign, you can delete it from your campaign list.

When you delete a campaign, its video history will be lost, and you will no longer be able to use that campaign’s sharing link. All videos generated by the campaign will still be available in your library. Please note that deleting a campaign is permanent and cannot be undone.

1. Select Campaigns from the main menu
2. Open the menu (3 dots) button next to the campaign you want to delete, then select Delete
3. Select Delete again to confirm