PersistIQ
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First steps in PersistIQ: account setup, the app at persistiq.com/app, and launching your first campaign.
1.1 Welcome to PersistIQ
1.2 Logging in and the PersistIQ app
1.3 Adding your first prospects
1.4 Creating your first campaign
1.5 Connecting your mailbox
Managing prospects: lists, segments, CSV upload, custom fields, and prospect detail pages.
2.1 Understanding the prospects view
2.2 Importing prospects from CSV
2.3 Manually adding a prospect and the prospect detail page
2.4 Filtering and segments
2.5 Custom fields
Creating and running campaigns: auto vs manual send, classic vs continuous, sending windows, Daily Prospect Start, pausing and managing.
3.1 Creating a campaign
3.2 Campaign folders
3.3 Pausing and resuming campaigns
3.4 Campaign types and statuses
3.5 When prospects get added to a campaign
Email templates, variables, conditional content, signatures, and media in templates.
4.1 Creating templates
4.2 Variables (personalization tokens)
4.3 Signatures in templates
4.4 Snippets and custom fields in templates
4.5 The Seven Second Test
Mailbox setup, SPF & DKIM, sending limits, and keeping email out of spam.
5.1 Connecting a mailbox
5.2 SPF and DKIM authentication
5.3 Daily sending limits
5.4 Signatures and opt-out statements
5.5 Avoiding spam folders
Performance and analytics: campaign reports, prospect reports, reports dashboard, live feed, and reporting KPIs.
6.1 Reporting overview: the five reports
6.2 Understanding reply metrics
6.3 Team performance reporting
6.4 Best Time to Send
Trigger campaigns and automation: the seven default triggers and how to build automated follow-ups.
7.1 The seven default triggers
7.2 Editing trigger actions
7.3 Creating custom triggers
7.4 Trigger best practices
Connecting PersistIQ with your CRM and other tools, plus the Chrome extension.
8.1 PersistIQ Chrome Extension
8.2 Salesforce integration
8.3 Copper integration
8.4 Pipedrive integration
8.5 Webhooks
Email AI features in the Gmail extension: drafting, replies, and the Cold Email Generator.
9.1 What is Email AI
9.2 Installing the Email AI Gmail extension
9.3 Drafting with Email AI
9.4 Generating replies with Email AI
9.5 The Cold Email Generator
Developer resources: REST API, webhooks, and building custom integrations.
10.1 Getting your API key
10.2 Core API endpoints
10.3 Webhook events
10.4 Common integration patterns
Plans, seats, billing, users, roles, and account administration.
11.1 Plans and billing overview
11.2 Managing users and inviting colleagues
11.3 Roles and permissions
11.4 Account settings
Common problems and fixes: emails not sending, mailbox issues, and frequently asked questions.
12.1 Emails not sending
12.2 Mailbox connection problems
12.3 Prospect import issues
12.4 Why campaigns pause
12.5 How opt-outs work