Can I use WebPrez videos in my email newsletter?
✅ Yes — and it’s one of the most effective ways to increase engagement
WebPrez works seamlessly with virtually any CRM or email newsletter platform. You can simply copy and paste your video link into your emails.
Common platforms our users work with include:
- Less Annoying CRM
- Agent CRM
- RadiusBob
- AgencyBloc
- InsuredMine
- Or email tools like Mailchimp, Constant Contact, etc.
Used correctly, WebPrez videos can significantly increase:
- Open engagement
- Click-through rates
- Client understanding
- Appointment conversions
Why Video Works So Well in Newsletters
Most financial newsletters are:
- Text-heavy
- Skimmed (or ignored)
- Hard for clients to fully understand
Video changes that.
A short video:
- Simplifies complex topics
- Feels more personal
- Keeps readers engaged longer
- Drives action more effectively
👉 Think of your newsletter as the entry point, and your video as the conversion tool.
🔗 How to Add WebPrez Videos to Your Newsletter
- Go to your WebPrez dashboard
- Select a video
- Choose how you want to share it (see below)
- Paste it into your email inside your CRM or email platform
🧩 Using WebPrez with Different Newsletter Styles
Not all newsletters are the same—and how you use your video should match your format.
✉️ Text-Based Newsletters (Simple & Personal)
Many advisors today use plain-text or lightly formatted emails because they:
- Feel more personal
- Avoid spam filters
- Get higher reply rates
How to Use WebPrez Here:
Use your video link as a text-based call-to-action
Example:
“I put together a quick 3-minute video explaining this — click here to watch.”
👉 Paste your WebPrez link into:
- “Click here to watch”
- Or directly as a clean URL
💡 Best Practice
Keep it conversational and natural—like you’re emailing a client one-on-one.
🖼️ Designed / Visual Newsletters (Images & Sections)
Some newsletters use:
- Branded templates
- Sections and headers
- Images and buttons
How to Use WebPrez Here:
Use the Video Page Poster / Thumbnail Link from your dashboard.
This will:
- Insert a clickable video thumbnail image
- Link directly to your WebPrez video page
How to Do It:
- In your video dashboard, locate the Video Page Poster / Thumbnail Link
- Copy it
- Paste it into your email builder
💡 Why This Works
- Looks more visual and professional
- Feels like a “playable” video
- Increases click-through rates
🧩 How to Structure a High-Performing Newsletter
The most effective newsletters follow a simple format:
1. 🪝 Subject Line (Get Opened)
- “3 mistakes people make with retirement income”
- “Quick video: How this works”
2. ✉️ Short Intro (Build Interest)
- 2–4 sentences
- Focus on one topic
3. 🎥 Video (Main Content)
- Your WebPrez video is the centerpiece
4. 📞 Call-to-Action (Drive Response)
- Book a call
- Reply to the email
- Ask a question
🔁 Example Newsletter Flow
Subject: Quick video: How this works
Hi [First Name],
I get this question a lot, so I put together a quick explanation.
If you are looking for a way to make your retirement savings into your own private pension plan,
and pay you a guaranteed lifetime income . . . watch this short video to learn how:
👉 Click here to watch the 3-minute video
If you’d like to see how this applies to your situation, feel free to reply or book a time here: [Your Calendar Link]
🗓️ Newsletter Best Practices
- Send consistently (weekly or bi-weekly)
- Focus on one topic per email
- Keep emails short and easy to read
- Write like you speak
- Always include a clear next step
⚠️ Common Mistakes to Avoid
- ❌ Writing long, text-heavy emails
- ❌ Not including a clear call-to-action
- ❌ Over-designing (which can hurt deliverability)
- ❌ Forgetting to guide readers to your video
🚀 Why WebPrez Makes Your Newsletter Better
Without video:
- Your newsletter informs
With WebPrez:
- Your newsletter educates, engages, and converts
🤝 Need Help?
If you’d like help choosing the right videos or structuring your newsletter inside your CRM, reach out to support — we’re happy to help.
Updated on: 03/28/2026
Thank you!