How do I send emails from the Chrome extension?
Preview, customize and send emails from the extension
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
Prospect Status
What is a Prospect status and how to create one
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How can I mass opt out users?
How to mass opt out users by import
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I prevent communication with a single prospect going forward?
Opt out a single user to avoid further communication
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
Using custom images in email templates
How to use a variable to insert a custom image in your email template for each recipient
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How can I create a new tag?
How to create tags
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
Stop processing Emails
Can I stop the emails that are processing?
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How can I export a list of my prospects?
Exporting your prospects list
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I group and organize my prospects?
Use tags, imports, and custom fields to stay organized.
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
Bulk change prospect status
How to change the status for multiple prospects at once
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I track email opens for one-off emails sent from Gmail?
See when recipients open your emails for messages you send directly from Gmail.
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How can I send a test email?
Can I test emails before they are sent?
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I update duplicate prospects?
deduplication in advanced settings
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I disable syncing one-off e-mails?
Disable syncing one-off emails in Salesforce
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
Enable/disable the unsubscribe or opt-out link in your emails
opt-out link, unsubscribe , enable/disable opt-out
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I add a different CC ID to each prospect?
Adding multiple CC's to different prospects
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I CC somebody in an e-mail?
Copy another person on the template
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I change the start date of my campaign?

Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I change the connected mailbox?
changing mailbox
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I add a touchpoint into a campaign that's already started?

Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I delete custom variables?

Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I add the same lead to multiple campaigns?

Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I make my touchpoints look like a follow-up email?

Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I filter by my customized fields?

Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I update image attachment links that aren't working?

Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I schedule the campaign step for tomorrow?
Sending emails next day
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I edit templates?
Editing the master templates, edit the template in the campaign
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I search for prospects in my prospects table?

Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How PersistIQ handles Out of Office (OOO) replies
How out of office responders are handled in PersistIQ and how paused prospects work.
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I create tasks in a campaign?
How to create a task or schedule a call in the campaign sequence
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I create folders to organize campaigns?
Templates folders
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How can I download a list of prospects who opened, unopened, replied, bounced or opted out?

Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I change the opt out status?

Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I remove a prospect from a campaign?
Removing prospect from a campaign
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I pause a campaign?
What happens when I pause a campaign
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I turn off open email notifications in Gmail?

Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I update prospect data?
How can I update prospect data
Written by Nick Steeves
Updated over a week ago
Updated over a week ago
How do I round numbers within custom variables?

Written by Nick Steeves
Updated over a week ago
Updated over a week ago