Video Tutorials

A collection of "How to" videos

20 articles in this collection
Written by Nick Steeves and Danna Riri

PersistIQ Demo in Spanish

PersistIQ Demo en Español

Written by Danna Riri
Updated over a week ago

How to send a test email from your campaign

Send test email | Test the Campaign | Check how the email appears on inbox | Send a test campaign

Written by Nick Steeves
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 create a campaign and send emails

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

Written by Nick Steeves
Updated over a week ago

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 add new prospects to PersistIQ by uploading a file

Upload prospects to PersistIQ, csv upload, excel upload

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