PersistIQ

Automatically add a prospect to a campaign based on the value of a prospect field

Campaign Triggers

Specific timezone, recipient's timezone, prospect's timezone

Send emails following recipient's timezone

What are Snippets and How to Use Them

adding prospects to campaign, overriding Do not contact prospects

Safety Checks

Easily add contacts and leads from Salesforce to PersistIQ using the chrome extension.

Chrome Extension: Add contacts from Salesforce to PersistIQ

Avoid costly mistakes by preventing communication with all prospects at specific domains

Do Not Contact Domains

How do I create a hyperlink in my email?

Advanced Account Setup

Navigate to anywhere in the PersistIQ platform using keyboard shortcuts.

Guide to Keyboard Shortcuts

Create dynamic hyperlinks to send personalized links to each prospect.

How do I hyperlink a variable within a variable?

Lucas Rodrigues

Learn about exciting features such as the PersistIQ dialer (voice), the chrome extension, reporting, safety checks, and more.

Advanced Features

How can I see who opened my emails and when?

Live feed

This articles describes the Best Time to Send report

Best Time to Send

Reporting Analytics

Reporting

PersistIQ Voice Overview

Voice: VOIP vs Bridge

Pricing Information for the PersistIQ Voice sales dialer

Voice Pricing

PersistIQ Voice | Sales Dialer

Get the FREE PersistIQ chrome extension here

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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