UGC.Prospect

Complete user guide

Table of contents

1.🔍 Finding prospects2.✨ AI messages3.📋 History & Statuses4.🤝 My Collabs5.📧 Sending emails6.🔁 Automatic follow-ups7.📊 CSV / Google Sheets export8.⚙️ Settings

Run a search

1

Enter a city in the search bar (e.g. Paris, Barcelona, Tokyo…)

2

Select a category: Hotel, Villa, Tour agency or Vehicle rental

3

Click Analyse to see how many prospects are available

4

Click Prospect to detect contacts (email, phone, Instagram, website)

The 4 categories

🏨

Hotels & accommodation

Hotels, lodges, guesthouses, hostels…

🏡

Villas

Rental and luxury villas, high-end seasonal rentals…

🌍

Tour agencies

Tour operators, local guides, travel agencies…

🚗

Vehicle rentals

Car rental, motorbikes, boats, scooters…

💡 Only venues with 4+ Google stars are included — to target qualified prospects ready to invest in UGC content.

Monthly quota

The number of available prospects depends on your plan (Basic: 200/month, Premium: 200/month + AI). The counter resets automatically each period.

✨

AI messages

Premium

Generate a personalised message

1

From the search results, History or Tracking, click ✨ Generate

2

The AI writes a contact message + 3 progressive follow-ups

3

Messages are written in the language of the venue's country

4

A translation in your language is shown below to make proofreading easier

5

Copy, edit or send it directly by email

The 4 generated messages

📨

Contact message

A personalised first-approach message including the venue's name

📧

Follow-up 1

Gentle reminder 5-7 days after the first contact

📧

Follow-up 2

Follow-up with a different angle (e.g. UGC value for their visibility)

📧

Follow-up 3

Final attempt before moving on

Customise the templates

You can define your own template message for each category. The AI draws on it to generate all your messages.

📍 Dashboard → Settings → Message templates
Define your reference text for hotels, villas, agencies and vehicle rentals.
📋

History & Statuses

Access the history

The History menu gathers all the prospects you've found. You can sort, filter and update their status.

The 7 statuses

To contactContactedIn discussionAcceptedDeclinedNo replyCancelled
→To contact — New prospect, never contacted
→Contacted — Message sent, awaiting a reply
→In discussion — The conversation is underway
→Accepted — The collab is confirmed — it also appears in My Collabs
→Declined — The venue turned down your proposal
→No reply — No answer after several attempts
→Cancelled — Collab cancelled after being accepted

Follow-up reminders

On each prospect you can set a next follow-up date. Prospects whose date is approaching appear in a dedicated box on your Dashboard.

💡 Use reminders so you never leave a conversation hanging — the Dashboard automatically shows the follow-ups due in the next 7 days.

Search & filter

Filter the history by status, city or category to quickly find a specific prospect.

🤝

My Collabs

Add a collab

Option 1 — My Collabs → + New collab menu: enter the information manually
Option 2 — In the History, mark a prospect as Accepted → it automatically appears in My Collabs

Information to fill in

🏨Hotel / City / Country
📅Dates (check-in & check-out) — nights are calculated automatically
💰Price per night — to calculate the value saved
🎁Included services (meals, spa, activities, transport…)

Collab statistics (Dashboard)

Accepted collabs
Total nights
Value generated
In discussion
📧

Sending emails

Premium

Connect your email account

1

Go to Dashboard → Settings → Email connection

2

Connect your Gmail or Outlook account

3

Once connected, the email button becomes active in the History

📍 Works with Gmail and Outlook. The connection is made securely via OAuth — UGC.Prospect never stores your password.

Send an email

1

From the search results, History or Tracking, select a prospect

2

Click 📧 Email

3

The generated AI message is pre-filled — you can edit it before sending

4

Confirm sending — the prospect's status automatically changes to "Contacted"

Bulk sending

Select several prospects by ticking the boxes, then use the bulk 📧 Email action to send to all of them at once.

Your signature (photo + links)

1

Go to Settings → ✍️ Email signature

2

Turn on "Add my signature to my emails"

3

Upload your photo, name and socials — the Instagram, TikTok and WhatsApp logos appear automatically (tick the WhatsApp box to enable it)

4

For your website you can show clickable text (e.g. "My portfolio") instead of the URL. Save — the signature is added at the bottom of every email, contact and follow-ups

📸 Your Gmail/Outlook signature is not picked up automatically (a technical limit of sending via API): set it up here once and it works for both Gmail and Outlook.
🔁

Automatic follow-ups

Premium

After the first email, UGC.Prospect can send your follow-ups automatically based on the delay you configure — without any action on your part.

Configure the follow-ups

1

On the Search page, click ⚙️ Follow-up settings

2

Choose the number of follow-ups (1, 2 or 3)

3

Choose the delay between each follow-up (3 to 21 days)

4

Save — follow-ups will be sent automatically every day at 9 a.m.

💡 By default: 2 follow-ups spaced 7 days apart. The follow-up message is a simple template ("Following up on my previous message…") — unless you've defined a custom AI message for that type.

Manual sending

If follow-ups are due, an orange banner appears at the top of the Search page with the "Send follow-ups" button to send them immediately without waiting for the cron.

Automatic reply detection

The system monitors your inbox. If a prospect replies to your email (or someone from their team in the same thread), the status automatically changes to "In discussion" and no further follow-up is sent.

⚠️ Gmail reply detection requires a Google review currently in progress. For Outlook it's active immediately. Gmail: available as soon as the review is approved.

Status tracking

📤First email sent → Status "Contacted"
🔁Follow-up 1 sent → Status "Follow-up 1"
🔁Follow-up 2 sent → Status "Follow-up 2"
💬Reply detected → Status "In discussion" (follow-ups stopped)
📊

CSV / Google Sheets export

Export from the History

1

Go to History

2

Filter if needed (by status, city…)

3

Click CSV to download an Excel-compatible file, or Sheets to open directly in Google Sheets

Export contents

NameCityCategoryEmailPhoneInstagramWebsiteStatusNoteAnalysis date
⚙️

Settings

Profile

From Dashboard → Profile → Edit: update your first name, last name, date of birth and Instagram account. This information can be used by the AI to further personalise your messages.

Message templates

From Dashboard → Settings → Message templates: define a template message for each category (hotel, villa, agency, vehicle). The AI draws on it to generate all your prospecting messages.

💡 The more precise and personal your template, the more effective the generated messages. Mention your niche, your content style and what you offer.

Email connection

From Dashboard → Settings → Email connection: connect Gmail or Outlook to send directly from the platform.

Subscription & plan

From Dashboard → Subscription: view your current plan, your payment history, and manage or cancel your subscription.

A question? myexperience.ugc@gmail.com

UGC.Prospect