C2 - Prospects

Managing prospects: lists, segments, CSV upload, custom fields, and prospect detail pages.

By Andres Miramontes

• 7 articles

2.1 Understanding the prospects view

The prospects view 02 prospects Prospects is your contact database. Each row is a prospect; each prospect has a detail page with their full history — campaigns, emails sent, opens, clicks, replies, opt-outs, and notes. Working a list - Filter — combine filters from the STATUS & ASSIGNMENT, ACTIVITY, ENGAGEMENT, FIELDS, and CUSTOM FIELDS groups to build exactly the list you want. See Filtering & segments. - Select — check rows to act on many prospects at once (add to campaign, change status, tag). - Sort — order by name, activity, or engagement columns to prioritize follow-up. The prospect detail page Click any prospect to open their record. From here you can: - See every email exchanged, including scheduled and sent items. - Edit fields, snippets, and tags. - Change owner, status, and campaign assignment. - See their engagement history (opens, clicks, replies). Ownership Every prospect has an owner — the teammate responsible for them. Owners matter for campaigns (Campaign Sender) and for team reporting.

Last updated on Nov 13, 2026

2.2 Importing prospects from CSV

Running an import 02 prospects 1. Prepare a CSV with one prospect per row. Include at minimum an email column; name, title, company, and personalization fields are strongly recommended. 2. Go to Prospects and start the import. 3. Upload your file. 4. Map columns — match each CSV column to a PersistIQ field (standard fields, Snippet/2/3/4, or your custom fields). 5. Confirm and run the import. Field mapping tips - Use the Snippet columns for short, hyper-personalized openers you research per prospect (e.g. a recent company announcement). - Custom fields you've defined will appear in the mapping list; create them first if you need new ones. See Custom fields. - Keep emails lowercase and free of spaces. Before you import - Remove duplicates within the file. - Validate email formats — invalid addresses will bounce. - Consider splitting a very large list by owner or campaign so you can control who sends what. [CONFIRM: duplicate-handling behavior on import (skip vs update)]

Last updated on Nov 13, 2026

2.3 Manually adding a prospect and the prospect detail page

Adding a prospect manually 02 prospects 1. Go to Prospects. 2. Use the add-prospect action. 3. Fill in email (required) plus name, title, company, and any personalization fields. 4. Save — the prospect is immediately filterable and can be added to a campaign. Editing the record On the prospect detail page you can update: - Contact fields — name, title, company, phone, address, city, state, website, industry. - Snippets — Snippet, Snippet 2, Snippet 3, Snippet 4 for per-prospect personalization. - Custom fields — any fields your account has defined. - Tags — free-form labels for grouping. History The detail page shows the prospect's full timeline: campaign membership, emails scheduled/sent, opens, clicks, replies, bounces, and opt-outs. Use it before manual outreach so you never double-contact someone who already replied.

Last updated on Nov 13, 2026

2.4 Filtering and segments

Filter groups 02 prospects The Prospects screen organizes filters into groups: STATUS & ASSIGNMENT - Owner — who the prospect belongs to. - Status — the prospect's current state. - Campaign — which campaign(s) the prospect is in. ACTIVITY - Contacted — whether PersistIQ has emailed them. - Imported From — the source of the record. - Opted Out — prospects who unsubscribed. - Bounced — prospects whose emails failed. - Replied — prospects who answered. - Opened — prospects who opened at least one email. ENGAGEMENT - Tag — filter by tags you've applied. - Limit — cap the result set size. - Messages Sent / Opens / Clicks / Replies — engagement counts. - Calls Completed — call activity logged. - Last Contacted — recency of the last touch. FIELDS - email, company, industry, name, title, phone, city, state, address, website - Snippet, Snippet 2, Snippet 3, Snippet 4 CUSTOM FIELDS Any custom fields your account defines appear as their own filter group. Saving and reusing lists Combine filters to build the working lists you reuse daily — e.g. "Owner = me, Replied = no, Last Contacted > 7 days" for follow-up candidates. [CONFIRM: named/segment saving behavior in the current UI]

Last updated on Nov 13, 2026

2.5 Custom fields

What custom fields are for 02 prospects Standard fields cover the basics (email, name, company, title, snippets, and more). Custom fields let you store anything else your process depends on — industry tier, account size, region, product interest, or CRM IDs. Creating a custom field Custom fields are defined at the account level in settings. Once created, they: - Appear in the CSV import mapping screen. - Appear in the FIELDS filter area as their own group (CUSTOM FIELDS). - Can be inserted into templates as variables, like standard fields. Populating them - Set values during CSV import by mapping a column to the custom field. - Edit them on the prospect detail page. - Update them in bulk by selecting prospects and editing the field. Good practice - Use consistent, machine-friendly values (pick "Enterprise / Mid-Market / SMB", not free text). - Only create fields you actually filter or template on — every field is another mapping decision on every import.

Last updated on Nov 13, 2026

2.6 Managing opt-outs and bounces

Opt-outs 02 prospects Every campaign email includes an opt-out statement (controlled per mailbox under Settings → Mailbox). When a prospect clicks the opt-out link, PersistIQ automatically marks the prospect opted_out and stops contacting them. You can review opted-out prospects using the Opted Out filter in the ACTIVITY group. Opt-outs are respected across campaigns — an opted-out prospect shouldn't re-enter sequences. [CONFIRM: whether opt-out can be manually set/undone from the prospect page] Bounces A bounce means the email couldn't be delivered (bad address, full inbox, or server rejection). PersistIQ flags the prospect as bounced, visible via the Bounced activity filter. What to do with bounces: - Verify the address — a typo is the most common cause. - Remove hard-bounced addresses from future lists; repeated bounces hurt your sender reputation. - Check Understanding bounces and auto-replies in the Deliverability collection for the mechanics. Hygiene habit Make a weekly pass over the Opted Out and Bounced filters. Clean lists keep deliverability high and reporting honest.

Last updated on Nov 13, 2026

2.7 Tags

What tags are good for 02 prospects Tags are free-form labels you attach to prospects. They cut across campaigns and ownership, which makes them ideal for: - Marking prospect sources (e.g. webinar-march, inbound-2026). - Flagging account state (existing-customer, competitor-user). - Coordinating team handoffs (waiting-on-legal). Adding tags Tags can be applied on the prospect detail page or in bulk by selecting multiple prospects. Once applied, the Tag filter in the ENGAGEMENT group filters by them. Tags vs custom fields - Tags — many per prospect, informal, great for workflow flags. - Custom fields — structured, single-value, best when you need consistent data or template variables. Keep the taxonomy tidy Agree as a team on tag naming (lowercase, hyphenated) before you start. Ten consistent tags beat fifty chaotic ones.

Last updated on Nov 13, 2026