Video sales outreach you can track, prospect by prospect

A plain share link counts views but does not name the viewer. Anyone who opens it is included in the totals, the watch-time averages and the retention curve, and that is all. Zidi does not try to de-anonymise that traffic, and no tool can do so honestly.

A per-person tracked link or a campaign link names the viewer. Because the link was made for one person, the view belongs to that person: when they first watched, how many times, the highest percentage they reached, and whether they clicked the call to action. A viewer who is signed in to Zidi is identified in the same way.

Two details keep the numbers honest. Your own views of your own video are not counted, and repeat views from the same browser within a day count once, so the total can be lower than the number of clicks your email tool reports. Only identified views are passed on to a CRM, to Slack or to Zapier; anonymous views stay in analytics. Plan your sending around that: if the follow-up depends on knowing who watched, send a tracked link or a campaign, not the plain link.

A campaign takes one recording and gives each recipient their own page and link. You upload a CSV (a template is provided) or enter people by hand, and the merge fields cover first name, last name, full name, email, company, location, role, title, phone and three custom columns. The same fields work in the email subject, the email body and on the page, so the prospect lands on a page that greets them by name.

The email goes out through your own mail server. You connect and verify an SMTP account in Settings and add your business postal address, which every campaign email must carry. Messages are then sent from your address, not from a Zidi one. Each message carries an unsubscribe link and one-click unsubscribe headers. Someone who unsubscribes is left out of all your later campaigns, duplicate addresses are skipped, and a re-send leaves out anyone emailed for that campaign in the last 7 days.

Per recipient you see first and last view, total views, highest watch percentage and CTA clicks; email opens are totalled for each send. One limit to plan for: a campaign is a draft until you launch it, and launching is one-way. It cannot be paused, scheduled or cancelled part-way, so check the list and the copy while it is still a draft.

Zidi connects to eight CRMs: Copper, HubSpot, Salesforce, Zoho, Close, Freshsales, Monday.com and ActiveCampaign. All eight are on the Pro plan, and every write goes one way, from Zidi to the CRM. When a campaign launches, each recipient is created or updated in the CRM, matched by email address: a contact in most of them, a Person in Copper, a lead in Close, and an item on the board you choose in Monday.com. A note, an activity, a completed task or, in Monday.com, an update on that record holds their personal link.

In most CRMs engagement is then logged at most twice for a campaign recipient: once when they first open the page, and once when they finish the video or click the call to action. That second entry lists the milestones they passed. Two CRMs receive more: HubSpot also gets five contact properties that Zidi creates and keeps up to date, and Copper, with its automations switched on by a Copper admin, records opened, 50 percent, 80 percent, completed and CTA clicked as five activity types of their own. For a video shared directly with a tracked link, Zidi writes one entry per view and updates it in place as the viewer passes 50, 80 and 100 percent. On that path only Copper and ActiveCampaign create a person who is not in the CRM yet; the others log the view only for someone who is already there.

Writes are queued rather than instant, and engagement updates wait about a minute so that one viewing session produces one entry. Treat the CRM as a record, not as a live feed. Copper has one extra: on Pro you can pull People from Copper by tag or contact type into a campaign that Copper itself sends. In that mode Zidi sends no email and only supplies the personal pages and the tracking. Slack alerts cover four events: a video viewed, a CTA clicked, a campaign launched and a watch milestone reached. Five Zapier triggers and a Make webhook carry the same events, plus new uploads, for teams that route work elsewhere.

Free is enough to test the idea with real prospects: 10 videos of up to 5 minutes, per-person tracked links with a daily limit, views and watch time for each video, automatic subtitles, filler-word removal, and 2 campaigns a month with 25 recipients each. An edited or cleaned copy counts as one of the 10. It costs nothing and needs no card, and there is no time limit on it.

Starter, at $19 per seat per month or $168 a year, removes the video cap, raises recordings to 2 hours, and adds full analytics, uploads, downloads in 1080p, the brand kit and 20 campaigns a month with 500 recipients each. It suits a rep or a small team that sends video every day and follows up from the analytics page.

Pro, at $49 per seat per month or $468 a year, is the plan for teams that work from a CRM. It adds the eight CRM integrations, Slack alerts, Zapier and Make, the call-to-action button, engagement heatmaps, a custom domain for video pages, and unlimited campaigns with up to 2,000 recipients each. Seats are priced the same as the plan, and the full table is on the pricing page.