Video Tutorials

A collection of "How to" videos

19 articles in this collection
Written by Daniel Ahmadizadeh

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 Daniel Ahmadizadeh
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 Daniel Ahmadizadeh
Updated over a week ago

Daily Prospect Start

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

Written by Daniel Ahmadizadeh
Updated over a week ago

Assign a user as an Admin

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

Written by Daniel Ahmadizadeh
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 Daniel Ahmadizadeh
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 Daniel Ahmadizadeh
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 Daniel Ahmadizadeh
Updated over a week ago

How to connect a mailbox or sending address

Connect your mailbox, reconnect mailbox, switch mailbox, sending address

Written by Daniel Ahmadizadeh
Updated over a week ago

How to add prospects to a campaign

Add prospects to a campaign, rolling campaign

Written by Daniel Ahmadizadeh
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 Daniel Ahmadizadeh
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 Daniel Ahmadizadeh
Updated over a week ago

How to setup Copper bi-directional sync

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

Written by Daniel Ahmadizadeh
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 Daniel Ahmadizadeh
Updated over a week ago

How to change your password

Change/update your password

Written by Daniel Ahmadizadeh
Updated over a week ago

Billing

How to add/remove a seat, or cancel your subscription

Add, remove seat, cancel subscription

Written by Daniel Ahmadizadeh
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 Daniel Ahmadizadeh
Updated over a week ago

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

How to set up A/B Test Emails

Experiment with different messaging without having to create an entirely new campaign

Written by Daniel Ahmadizadeh
Updated over a week ago