Video Tutorials

A collection of "How to" videos

16 articles in this collection
Written by Daniel Ahmadizadeh and Brian Labay

Video - Connect mailbox using IMAP settings.

My email provider is not Gsuite, Office365 or Exchange, can I still connect my mailbox?

Written by Brian Labay
Updated over a week ago

Video - Daily Prospect Start

Daily prospect start, limit daily prospect, set daily prospect, control number of prospects

Written by Brian Labay
Updated over a week ago

Video - Assign a user as an Admin

Assign a user as an admin, change to admin, admin role

Written by Brian Labay
Updated over a week ago

Video - How to use a variable in my template

use a variable in your template/email, auto-assign name, company name and more

Written by Brian Labay
Updated over a week ago

Video - How to update my daily sending limit

How to update daily sending limit, set daily limit, overall user limit

Written by Brian Labay
Updated over a week ago

Getting Started Videos

Video - How to create a campaign and send emails

Create a campaign, add a step, add prospects, send email

Written by Brian Labay
Updated over a week ago

Video - How to connect your mailbox

Connect your mailbox, reconnect mailbox, switch mailbox

Written by Brian Labay
Updated over a week ago

Video - How to add prospects to a campaign

Add prospects to a campaign, rolling campaign

Written by Brian Labay
Updated over a week ago

Video - How to add new prospects to PersistIQ by uploading a file

Upload prospects to PersistIQ, csv upload, excel upload

Written by Brian Labay
Updated over a week ago

Video - How to add an image to email templates and signature

Add/embed an image/jpeg, gif, and videos

Written by Brian Labay
Updated this week

Video - How to setup Copper bi-directional sync

Set-up Copper bi-directional sync, Sync data with Copper

Written by Brian Labay
Updated this week

Other "How to" Videos

Video - Move pending prospects to Step 1

Pending prospects, move to step 1, stuck in pending

Written by Brian Labay
Updated over a week ago

Video - How to change your password

Change/update your password

Written by Brian Labay
Updated over a week ago

Billing

Video - How to add/remove a seat, or cancel subscription

Add, remove seat, cancel subscription

Written by Brian Labay
Updated over a week ago

How To

Change prospect's details

Edit the details of my prospects

Written by Daniel Ahmadizadeh
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 Daniel Ahmadizadeh
Updated over a week ago