Video Tutorials | PersistIQ Knowledge Base

Video Tutorials

A collection of "How to" videos

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

Getting Started Videos

Video - How to create a campaign

Create a campaign, add a step, add prospects

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 an image/jpeg, gif, and videos

Written by Brian Labay
Updated over a week ago

Video - How to setup Copper bi-directional sync

Set-up Copper bi-directional sync

Written by Brian Labay
Updated over a week ago

Other "How to" Videos

Video - Move pending prospects to Step 1

Pending prospects, move to step 1

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