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Video Tutorials
Video Tutorials
A collection of "How to" videos
17 articles in this collection
Written by
Nick Steeves
and
Danna Riri
PersistIQ Demo in Spanish
PersistIQ Demo en EspaƱol
Written by
Danna Riri
Updated over a week ago
Connect mailbox using IMAP settings.
My email provider is not Gsuite, Office365 or Exchange, can I still connect my mailbox?
Written by
Nick Steeves
Updated over a week ago
Daily Prospect Start
Daily prospect start, limit daily prospect, set daily prospect, control number of prospects
Written by
Nick Steeves
Updated over a week ago
Assign a user as an Admin
Assign a user as an admin, change to admin, admin role
Written by
Nick Steeves
Updated over a week ago
How to use a variable in my template
use a variable in your template/email, auto-assign name, company name and more
Written by
Nick Steeves
Updated over a week ago
How to update my daily sending limit
How to update daily sending limit, set daily limit, overall user limit
Written by
Nick Steeves
Updated over a week ago
Getting Started Videos
How to connect a mailbox or sending address
Connect your mailbox, reconnect mailbox, switch mailbox, sending address
Written by
Nick Steeves
Updated over a week ago
How to add prospects to a campaign
Add prospects to a campaign, rolling campaign
Written by
Nick Steeves
Updated over a week ago
How to insert an image, Gifs, or videos to email templates
Upload or insert images(.jpg, .png, .gif) to templates
Written by
Nick Steeves
Updated over a week ago
How to setup Copper bi-directional sync
Set-up Copper bi-directional sync, Sync data with Copper
Written by
Nick Steeves
Updated over a week ago
Other "How to" Videos
Move pending prospects to Step 1
Pending prospects, move to step 1, stuck in pending
Written by
Nick Steeves
Updated over a week ago
How to change your password
Change/update your password
Written by
Nick Steeves
Updated over a week ago
Billing
How to add/remove a seat, or cancel your subscription
Add, remove seat, cancel subscription
Written by
Nick Steeves
Updated over a week ago
How To
How to include a document in your template or email
Attach documents, Attachments, Link Documents, PDF, Adobe, File, Add a file
Written by
Nick Steeves
Updated over a week ago
Change prospect's details
Edit the details of my prospects
Written by
Nick Steeves
Updated over a week ago
How to do a Manual Push/Send scheduled Emails
Manually send emails in campaigns even if they are part of your campaign steps
Written by
Nick Steeves
Updated over a week ago
How to set up A/B Test Emails
Experiment with different messaging without having to create an entirely new campaign
Written by
Nick Steeves
Updated over a week ago