Campaigns

A campaign gives each person on a list their own link to one of your videos. You see who opened it, how much they watched and whether they clicked your button.

Available on: Free, Starter and Pro. Limits differ by plan (see below). CRM push needs Pro.

How a campaign works

1. You create a campaign for one video. It starts as a Draft.
2. You add recipients from a CSV file or by hand.
3. You click Launch. The campaign becomes Active and every recipient's personal link starts working.
4. You send the links. Zidi can email them through your own mail account, or you can export them or push them to your CRM. Launching does not send any email.
5. You follow each recipient on the campaign's Recipients and Analytics tabs.

Each personal link looks like https://app.zidi.ai/c/<code>. It opens a page with the video, personalised for that recipient.

Create a campaign

1. In the sidebar, click Campaigns.
2. Click New Campaign. The button is disabled until you have at least one video.
3. Enter a Campaign Name and pick a Video.
4. Optional: choose a Campaign Page. This can be the video's published webpage. Without a page, recipients see the video with its call-to-action button.
5. Click Create Campaign.

Only a published page is used. If the page is still a draft, recipients see the plain video. To make a page, use Publish it to a webpage on the video page. See Publish a video webpage. When you use a webpage, its main hero button counts as the call-to-action click.

Add recipients

You can add recipients only while the campaign is a Draft. Open the campaign and use the Add Recipients card.

• CSV Upload: drop a .csv file or click to browse, then click Upload Recipients. Click Download CSV template for a sample file.
• Manual Entry: type an email, first name, last name and company. Use Add Row for more people, then click Add Recipients.

CSV format

The template looks like this:

email,firstName,lastName,company
john@example.com,John,Smith,Acme Inc

• An email column is required.
• Zidi recognises these column names: firstName, lastName, fullName, email, company, location, role, title, phone, custom1, custom2 and custom3.
• Capitals, spaces, underscores and hyphens in those names do not matter. First Name, FIRST_NAME and first-name all become firstName.
• Any other column becomes a custom token with the name you gave it. A column called Region becomes {Region}.
• The file can have up to 10,000 rows and be up to 1 MB.
• Emails already on the list are skipped and reported as "already on the list".

Personalise with tokens

A token is a column name in single curly braces, such as {firstName} or {company}. Zidi replaces it with each recipient's value.

• Use single braces. {{firstName}} shows as {John}.
• If a recipient has no value for a token, it is left blank. There is no default value.
• Token names ignore capitals, spaces, underscores and hyphens. For a column called Deal Stage, type {DealStage} or {deal_stage}.
• Inside the braces, use only letters, digits and underscores. {Deal Stage} and {deal-stage} are not replaced.
• Tokens come only from your CSV columns. There is no separate step to define them.

Where tokens are replaced depends on the campaign page:

If the webpage header has no logo, the page uses your newest Brand Kit logo. There are no per-recipient logos.

Launch the campaign

1. Add at least one recipient. Until then, Launch is disabled with the hint "Add recipients before launching".
2. Click Launch, then Launch campaign.

Launch makes the links live. It does not email anyone. Tracking runs for 90 days from launch. After that, the links still play the video, but views are no longer recorded and no integrations fire.

Send the links

After launch, choose how recipients get their links:

• Send Emails (or Set Up Email Sending the first time): Zidi emails each recipient through your own mail account. See Send campaign emails.
• Export Links: downloads a CSV with each recipient's email, their personalizedUrl and their token columns. Use it in your own email tool. It works on every plan.
• Your CRM (Pro): Zidi writes each link to your CRM at launch. See below.

If the video has a password

When the campaign's video is password-protected, each personal link asks for the password before it shows the page. It works the same way as the video's share link:

• Recipients see "This video is password protected. Enter the password to watch." and click Watch Video.
• A correct password opens their full campaign page. That browser is not asked again for 24 hours.
• Recipients get 5 attempts per minute. After that they must wait.
• You are not asked while you are signed in.
• Link previews and the browser tab show "Password-Protected Video".

Zidi does not send the password. Give it to recipients yourself, separately from the link.

A recipient counts as viewed only after they enter the password. Viewing updates to your CRM and other integrations start from that point too.

When you set, change or remove the password, campaign links follow the change the next time a recipient opens them. See Password-protect a video.

Push recipients to your CRM

On the Pro plan, if you have connected a CRM under Integrations, launch sends every recipient to every connected CRM. It runs in the background. The campaign page shows Syncing... x/y, then Synced to CRM or Sync Failed - Retry.

To run it again, for example after you connect another CRM, click the CRM button again. It reads Synced to CRM or Sync Failed - Retry after a push, and Re-sync to CRM on a campaign that was never pushed. Recipients already pushed successfully to a CRM are skipped for that CRM.

Each CRM stores the recipient and their personal link in its own way. See CRM sync for what is written to each CRM, and how viewing activity is added after launch.

Campaigns sent from Copper

When Copper is connected (Pro), Create Campaign also asks Who sends the email?

• Zidi sends: the normal flow on this page.
• Copper sends: Zidi creates a personal link for each Person and writes it to Copper. Zidi sends no email. You send from Copper with Bulk Email or Email Automation, using the merge field People → Zidi Video Link.

Campaigns that Copper sends need the Pro plan, like every CRM feature. Below Pro, creating or launching one shows "Copper-sent campaigns require a Pro plan". Nothing is created, and a draft stays a draft.

To launch such a draft below Pro, click Switch to Zidi sends in its Copper panel. The switch keeps your recipients, and the campaign then follows the Zidi sends flow on this page. You can't switch it back to Copper sends, even after you upgrade. Your plan's recipient limit applies at launch.

On Pro, a Copper-sent draft also shows Import audience from Copper on the Recipients tab. Enter a Copper tag, pick a Contact type, or both. Click Preview to see the count, then Import from Copper. People without an email address are skipped, and your plan's recipient limit applies. Below it, the Or add recipients manually card works like Add Recipients.

On Pro, launch adds a Note with each recipient's personal link to their Person in Copper. For Copper-sent campaigns, and for other campaigns when Activities & automations is on under Integrations → Copper, launch also adds the campaign tag. In those cases, launch also writes the link to the "Zidi Video Link" field if Zidi has set up that field by then. Zidi can create that field only when you connect as a Copper admin. See Copper.

Custom webhook

On Starter and Pro, a Draft campaign shows a Custom Webhook card. It sends campaign data to a service of your choice when you launch. See Webhooks.

• Enter a Webhook URL (HTTPS).
• Turn on Fire webhook on launch.
• Include recipient PII is off by default. When it is off, the webhook, Zapier and Make get a coded recipient ID instead of the email, name and company, and Slack shows the viewer as "redacted". Turn it on before launch if you need those details. The switch is not shown after launch.
• Click Save Webhook. After launch, Send Webhook sends it again.
• Under Signing secret, click Reveal, then Copy. Your endpoint uses this secret to check that a request came from Zidi. After launch, a campaign with a webhook URL keeps a Custom Webhook card that shows only the signing secret. See Verify that a request came from Zidi.

Track results

Recipients tab: filter by All, Viewed or Not Viewed. Columns are Email, Tokens, Viewed, Watch % and CTA.

Analytics tab: cards for Total Recipients, Unique Viewers, Total Views, Avg Watch % and CTA Clicks, and a table with First Viewed, Last Viewed, Views, Watch % and CTA Clicked for each recipient.

• Opening the link several times within 30 minutes counts as one view.
• Watch % is the highest share of the video that recipient reached.
• Avg Watch % includes recipients who never opened the link.
• Campaign views appear here, not in the video's Video analytics.

Limits by plan

Deleted campaigns do not count toward the monthly limit. Email limits are on Send campaign emails. For everything else, see Plans.

Rename or delete a campaign

• Click the campaign name on its page to rename it. You can rename at any time.
• In a Draft, you can also use Change video, attach or detach a page, and remove recipients.
• To delete, click the trash icon and confirm Move to trash. Recipients and engagement data are kept for 30 days, then removed for good. There is no restore button. To get a campaign back within 30 days, contact support.

Troubleshooting