C1 - Getting Started

1.1 Welcome to PersistIQ

What is PersistIQ? 01 campaigns PersistIQ is an outbound sales engagement platform. You upload prospects, write email templates, build multi-step campaigns, and PersistIQ handles the sending, follow-ups, and tracking — while keeping everything personal and deliverable. How the app is organized Sign in at https://persistiq.com/app. The main navigation runs across the top of the app: - Prospects — your database of contacts: import, filter, segment, and manage them. - Campaigns — build and run your outbound campaigns. - Templates — reusable email templates with personalization variables. - Reporting — performance analytics for you and your team. - Outbox — every email in flight: Scheduled, Processing, and Sent. - Triggers — automation that reacts to prospect behavior (replies, opt-outs, bounces). - Email AI — AI drafting help (also available as a free Gmail Chrome extension). - Resources — help and reference material. - Settings — mailboxes, teammates, integrations, and account options. Typical first week 1. Connect your mailbox under Settings → Mailbox. 2. Import prospects into Prospects. 3. Write a few templates under Templates. 4. Create a campaign, add your steps, and start adding prospects. 5. Check Reporting to see what's working. Each of these steps has its own article — see the other pages in this collection.

1.2 Logging in and the PersistIQ app

Signing in 01 campaigns The PersistIQ app lives at https://persistiq.com/app. To sign in, go to https://persistiq.com/users/sign_in and enter your account email and password. A note on the old URL Older links and documentation may reference app.persistiq.com. That host is retired — the app is served directly from persistiq.com/app. If a saved bookmark points at the old host, update it to the current URL. Staying signed in Use the Remember me option on the sign-in page to keep your session active on a trusted machine. Browser support PersistIQ works best in current versions of Chrome, Firefox, Edge, and Safari. The companion Chrome Extension (see the Integrations collection) requires Chrome or a Chromium-based browser. [CONFIRM: SSO / Google sign-in availability on current plans]

1.3 Adding your first prospects

Ways to add prospects 02 prospects 1. CSV import — the fastest way to add prospects in bulk. Go to Prospects, click the import option, and upload your CSV. You'll map your file's columns to PersistIQ fields before the import runs. See Importing prospects from CSV in the Prospects collection. 2. Manual add — add a single prospect from the Prospects screen when you want to test or handle a one-off contact. 3. Chrome Extension — find prospects on websites and social profiles and add them to PersistIQ (or straight into a campaign) in one click. See PersistIQ Chrome Extension in the Integrations collection. What a prospect record needs The one field PersistIQ requires for outreach is a valid email address. Everything else — name, company, title, phone, custom fields, snippets — enriches personalization but is optional. Before you import at scale - Clean your list: remove obvious duplicates and role-based addresses if your strategy excludes them. - Decide who the owner will be for the imported prospects. - Check Settings → Mailbox so your sending mailbox and daily limit are ready before prospects enter a campaign.

1.4 Creating your first campaign

Starting a campaign 15 new campaign modal Go to Campaigns and create a new campaign. The New Campaign dialog walks you through the key choices: - Campaign Name — anything that makes sense to you and your team. - Campaign Sender — the mailbox the campaign sends from. - Daily Prospect Start — how many prospects enter the campaign per day (default: 50). This throttles your daily volume even if thousands of prospects are attached. - Auto send vs Manual send — Auto sends emails automatically as they come due. Manual holds each email in the Outbox until you approve it. - Classic vs Continuous — Classic campaigns run once per prospect through the steps. Continuous campaigns keep cycling prospects through the sequence. - Sending Windows — the days and hours when this campaign is allowed to send. Adding steps Inside the campaign editor you add email steps using your templates, with delays between them. Follow-up emails are only sent to prospects who haven't replied or opted out. Adding prospects Add prospects to the campaign from the Prospects view (select them and use the add-to-campaign action) or from the campaign's prospect panel. Prospects enter at the rate set by Daily Prospect Start. Monitor it Watch progress on the campaign itself and in Reporting. Every email in flight is visible in the Outbox (Scheduled, Processing, Sent).

1.5 Connecting your mailbox

Where to connect 14 settings mailbox Go to Settings → Mailbox. Supported providers include: - Google (Gmail / Google Workspace) - Microsoft Exchange - Microsoft 365 - Yahoo - AOL - GMX - Namecheap - IMAP (other providers) Per-mailbox settings After connecting, each mailbox has its own settings: - Name — how the mailbox is labeled in the app. - CRM email to bcc — an address to BCC on every send so activities log to your CRM. - Daily Sending Limit — the maximum emails this mailbox sends per day. - Signature — with an include toggle. - Opt-out statement — with an include toggle; when a prospect clicks the opt-out link, the prospect is marked opted_out automatically. Test before you scale Send yourself a test from a campaign or template to confirm sending, signature, and the opt-out footer all render correctly. See the Deliverability collection for SPF/DKIM and warm-up guidance.

1.6 Inviting teammates

Inviting users 13 settings personal Team members are managed in account settings (under Settings). Enter your colleague's email address and send the invitation; they'll receive a link to create their password and sign in at https://persistiq.com/app. Why teammates matter for outreach Each teammate can connect their own mailbox, own their own prospects, and send their own campaigns — so a team campaign can be worked by multiple senders, each from their own address. This protects per-mailbox daily sending limits and keeps deliverability healthy. Roles PersistIQ supports role-based access for account administration. See Roles & permissions in the Billing & Account collection. [CONFIRM: exact role names and permission matrix]