How do I...?

Learn about the PersistIQ platform and specific features

Pouyan Salehi avatar Cyrus Karbassiyoon avatar Pete avatar +1
64 articles in this collection
Written by Pouyan Salehi, Cyrus Karbassiyoon, Pete and 1 other

How can I mass opt out users?

How to mass opt out users by import
Lisa Vayvalako avatar
Written by Lisa Vayvalako
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
Lisa Vayvalako avatar
Written by Lisa Vayvalako
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
Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago

How can I create a new tag?

How to create tags
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How can I export a list of my prospects?

Exporting your prospects list
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How do I group and organize my prospects?

Use tags, imports, and custom fields to stay organized.
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

Bulk change prospect status

How to change the status for multiple prospects at once
Pete avatar
Written by Pete
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.
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How can I send a test email?

Can I test emails before they are sent?
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How do I connect my mailbox to PersistIQ?

How to connect your mailbox
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How do I update duplicate prospects?

deduplication in advanced settings
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

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

Disable syncing one-off emails in Salesforce
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How are my emails sent and what is my sending limit?

Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago

How do I include a clickable button in my outgoing emails?

Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago

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

Adding multiple CC's to different prospects
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How do I CC somebody in an e-mail?

Copy another person on the template
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How do I change the start date of my campaign?

Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago

How do I change the connected mailbox?

changing mailbox
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How do I include a clickable PDF in my outgoing emails?

Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago

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

Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago

How do I add an image, GIF, or video to a template?

adding an attachment, giphy, etc.
Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago

How do I delete custom variables?

Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago

How do I add the same lead to multiple campaigns?

Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago

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

Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago

How do I filter by my customized fields?

Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago

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

Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago

How do I schedule the campaign step for tomorrow?

Sending emails next day
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

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

Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How do I edit templates?

Editing the master templates, edit the template in the campaign
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How do I search for prospects in my prospects table?

Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago

How do I add prospects into a campaign?

Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago

How do I set up automatic replies?

How out of office responders are handled in PersistIQ and how paused prospects work.
Cyrus Karbassiyoon avatar
Written by Cyrus Karbassiyoon
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
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How do I create folders to organize campaigns?

Templates folders
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How do I download the prospects list?

Downloading the list of "opted out" prospects
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

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

Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How do I change the opt out status?

Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How do I remove a prospect from a campaign?

Removing prospect from a campaign
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How do I pause a campaign?

What happens when I pause a campaign
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How Do I Upload Prospects?

Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How do I turn off open email notifications in Gmail?

Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How do I update prospect data?

How can I update prospect data
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How do I round numbers within custom variables?

Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago

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

Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago
Emails, Campaigns, & Templates

How Do I Upload a CSV File?

Adding prospects
Lisa Vayvalako avatar
Written by Lisa Vayvalako
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
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How do I change the name of a campaign?

change campaign name
Lisa Vayvalako avatar
Written by Lisa Vayvalako
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.
Pete avatar
Written by Pete
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
Pete avatar
Written by Pete
Updated over a week ago

How do I Send Emails that are Due

Cyrus Karbassiyoon avatar
Written by Cyrus Karbassiyoon
Updated over a week ago

How do I pause a prospect in a campaign?

How do I pause a prospect in an active campaign
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How do I delete a campaign?

How do I delete a campaign
Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How do I create an alias email address?

Pete avatar
Written by Pete
Updated over a week ago

How do I add a signature to my emails?

Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago

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

Lisa Vayvalako avatar
Written by Lisa Vayvalako
Updated over a week ago

How can I send emails during a specific timeframe?

Learn how to use Sending Windows
Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago

How do I delete my campaign?

Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago

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

Pouyan Salehi avatar
Written by Pouyan Salehi
Updated over a week ago