How do I...?

Learn about the PersistIQ platform and specific features

Danna Riri avatar Michael Riley avatar
64 articles in this collection
Written by Danna Riri and Michael Riley

Prospect Status

What is a Prospect status and how to create one
Michael Riley avatar
Written by Michael Riley
Updated over a week ago

How can I mass opt out users?

How to mass opt out users by import
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Written by Michael Riley
Updated over a week ago

How do I prevent communication with a single prospect going forward?

Opt out a single user to avoid further communication
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Written by Michael Riley
Updated over a week ago

Using custom images in email templates

How to use a variable to insert a custom image in your email template for each recipient
Michael Riley avatar
Written by Michael Riley
Updated over a week ago

How can I create a new tag?

How to create tags
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Written by Michael Riley
Updated over a week ago

Stop processing Emails

Can I stop the emails that are processing?
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Written by Michael Riley
Updated over a week ago

How can I export a list of my prospects?

Exporting your prospects list
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Written by Michael Riley
Updated over a week ago

How do I group and organize my prospects?

Use tags, imports, and custom fields to stay organized.
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Written by Michael Riley
Updated over a week ago

Bulk change prospect status

How to change the status for multiple prospects at once
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Written by Michael Riley
Updated over a week ago

How do I track email opens for one-off emails sent from Gmail?

See when recipients open your emails for messages you send directly from Gmail.
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Written by Michael Riley
Updated over a week ago

How can I send a test email?

Can I test emails before they are sent?
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Written by Michael Riley
Updated over a week ago

How do I connect my mailbox to PersistIQ?

How to connect your mailbox
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Written by Michael Riley
Updated over a week ago

How do I update duplicate prospects?

deduplication in advanced settings
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Written by Michael Riley
Updated over a week ago

How do I disable syncing one-off e-mails?

Disable syncing one-off emails in Salesforce
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Written by Michael Riley
Updated over a week ago

Enable/disable the unsubscribe or opt-out link in your emails

opt-out link, unsubscribe , enable/disable opt-out
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Written by Michael Riley
Updated over a week ago

How do I add a different CC ID to each prospect?

Adding multiple CC's to different prospects
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Written by Michael Riley
Updated over a week ago

How do I CC somebody in an e-mail?

Copy another person on the template
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Written by Michael Riley
Updated over a week ago

How do I change the start date of my campaign?

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Written by Michael Riley
Updated over a week ago

How do I change the connected mailbox?

changing mailbox
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Written by Michael Riley
Updated over a week ago

How do I add a touchpoint into a campaign that's already started?

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Written by Michael Riley
Updated over a week ago

How do I delete custom variables?

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Written by Michael Riley
Updated over a week ago

How do I add the same lead to multiple campaigns?

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Written by Michael Riley
Updated over a week ago

How do I make my touchpoints look like a follow-up email?

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Written by Michael Riley
Updated over a week ago

How do I filter by my customized fields?

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Written by Michael Riley
Updated over a week ago

How do I update image attachment links that aren't working?

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Written by Michael Riley
Updated over a week ago

How do I schedule the campaign step for tomorrow?

Sending emails next day
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Written by Michael Riley
Updated over a week ago

How do I export from the prospects table (and filter)?

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Written by Michael Riley
Updated over a week ago

How do I edit templates?

Editing the master templates, edit the template in the campaign
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Written by Michael Riley
Updated over a week ago

How do I search for prospects in my prospects table?

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Written by Michael Riley
Updated over a week ago

How do I add prospects into a campaign?

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Written by Michael Riley
Updated over a week ago

How PersistIQ handles Out of Office (OOO) replies

How out of office responders are handled in PersistIQ and how paused prospects work.
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Written by Michael Riley
Updated over a week ago

How do I create tasks in a campaign?

How to create a task or schedule a call in the campaign sequence
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Written by Michael Riley
Updated over a week ago

How do I create folders to organize campaigns?

Templates folders
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Written by Michael Riley
Updated over a week ago

How do I download the prospects list?

Downloading the list of "opted out" prospects
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Written by Michael Riley
Updated over a week ago

How can I download a list of prospects who opened, unopened, replied, bounced or opted out?

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Written by Michael Riley
Updated over a week ago

How do I change the opt out status?

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Written by Michael Riley
Updated over a week ago

How do I remove a prospect from a campaign?

Removing prospect from a campaign
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Written by Michael Riley
Updated over a week ago

How do I pause a campaign?

What happens when I pause a campaign
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Written by Michael Riley
Updated over a week ago

How do I turn off open email notifications in Gmail?

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Written by Michael Riley
Updated over a week ago

How do I update prospect data?

How can I update prospect data
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Written by Michael Riley
Updated over a week ago

How do I round numbers within custom variables?

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Written by Michael Riley
Updated over a week ago
Emails, Campaigns, & Templates

Move prospects to a new campaign based on open/unopened emails.

How to move opened or unopened to a new campaign?
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Written by Danna Riri
Updated over a week ago

How to add a variable in the subject line of an email?

Learn how to add a variable in a subject line
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Written by Danna Riri
Updated over a week ago

How Do I Upload a CSV File?

Adding prospects
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Written by Michael Riley
Updated over a week ago

How do I change the order of steps in an existing campaign?

How do I move a step in the campaign
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Written by Michael Riley
Updated over a week ago

How do I change the name of a campaign?

change campaign name
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Written by Michael Riley
Updated over a week ago

How do I schedule prospects to start the campaign in the future?

Learn how to schedule prospects to start the campaign at a future date.
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Written by Michael Riley
Updated over a week ago

How do I make emails appear as follow- ups to previous email?

Thread your emails to send as replies to the previous message
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Written by Michael Riley
Updated over a week ago

How do I Send Emails that are Due

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Written by Michael Riley
Updated over a week ago

How do I pause a prospect in a campaign?

How do I pause a prospect in an active campaign
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Written by Michael Riley
Updated over a week ago

How do I delete a campaign?

How do I delete a campaign
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Written by Michael Riley
Updated over a week ago

How do I create an alias email address?

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Written by Michael Riley
Updated over a week ago

How do I add a signature to my emails?

how to add a signature, default signature,
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Written by Michael Riley
Updated over a week ago

How do I send e-mails on the prospect's time zone?

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Written by Michael Riley
Updated over a week ago

Setting up a Sending Window

How to setup up a Sending Window
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Written by Michael Riley
Updated over a week ago

How do I delete my campaign?

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Written by Michael Riley
Updated over a week ago

How do I customize an opt-out statement for my emails?

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Written by Michael Riley
Updated over a week ago

How do I use defaults and overrides for variables in my templates?

Set up a default variable or a fallback.
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Written by Michael Riley
Updated over a week ago