How to?

This section will show you how to use all of the key features of Penny.

Melissa Trottier avatar Stella Alarcon avatar Cody avatar +5
32 articles in this collection
Written by Melissa Trottier, Stella Alarcon, Cody and 5 others
Manage your Penny App

How to Install the Penny+ Extension

This article will guide you how to install the Penny+ Extension on Google Chrome and Microsoft Edge
Kris avatar
Written by Kris
Updated over a week ago

How to Share Content with Multi-Messaging via SMS

Want to share content with multiple phone contacts? Multi-messaging feature via SMS will make content sharing easy-peasy!
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Written by Mohammad
Updated over a week ago

How to use the Category function in the Content Section

This article explains how to add an additional categories, move content to a different category and remove content from a category
Christina avatar
Written by Christina
Updated over a week ago

How to logout of the Penny app

This article will show you how you can sign out of the Penny web page and the mobile app.
Stella Alarcon avatar
Written by Stella Alarcon
Updated over a week ago

How to enable push notifications for mobile (iPhone)

This article will show you how to turn on your push notifications for Penny on your iPhone mobile device
Stella Alarcon avatar
Written by Stella Alarcon
Updated over a week ago

Auto-populate First and Last names in Scripts

This article will show you how to easily personalize your scripts using first and last name placeholders
Kelly Shee (she/her) avatar
Written by Kelly Shee (she/her)
Updated this week

How to enable push notifications for mobile (Android)

This article will show you how to turn on your push notifications for Penny on your Android mobile device
Cody avatar
Written by Cody
Updated over a week ago

How to Use Bulk Actions

This article will give you a breakdown of all the "Bulk Action" features Penny has including bulk delete, bulk categorize and more!
Stella Alarcon avatar
Written by Stella Alarcon
Updated over a week ago

How to adjust your browser window

This article will show you how to zoom out, zoom in and adjust the size of your internet browser window.
Stella Alarcon avatar
Written by Stella Alarcon
Updated over a week ago

Curate the perfect list with Custom Lists

This article will guide you on how Penny helps you build a list of targeted contacts for your next campaign.
Stella Alarcon avatar
Written by Stella Alarcon
Updated over a week ago

How to Create your own Content

This article will show you how to create your own personalized Content!
Mohammad avatar
Written by Mohammad
Updated over a week ago

How to Share Content

This article will show you all the different ways you can share Content from the Penny App with your Contacts and social platforms.
Stella Alarcon avatar
Written by Stella Alarcon
Updated this week

How to link your contact's Facebook profile to their Penny profile

This article shows you how easy it is to link up your contact's Facebook profile to their matching Penny contact card.
Stella Alarcon avatar
Written by Stella Alarcon
Updated this week

How to Send a direct message from my desktop browser on Instagram

If you'd like to send a direct msg to an Instagram friend from your Web browser, this article is for you!
Melissa Trottier avatar
Written by Melissa Trottier
Updated over a week ago
Manage Contacts

How to Export your Prospects

This simple guide will walk you through the process of exporting your contacts from Penny in just a few clicks.
Cody avatar
Written by Cody
Updated over a week ago

How to Download Contacts from LinkedIn

This article will help you download all your LinkedIn contacts for you to add into Penny
Cody avatar
Written by Cody
Updated over a week ago

How to use the Do Not Contact Feature

Do you have customers or prospects who do not want to be contacted? This article will show you how to mark them as "Do Not Contact".
Stella Alarcon avatar
Written by Stella Alarcon
Updated over a week ago

How to import contacts from a spreadsheet

Penny allows you to add multiple contacts directly from a spreadsheet. This article shows you how.
Melissa Trottier avatar
Written by Melissa Trottier
Updated over a week ago

How to Direct Add a Contact from your Social Networks

This article will guide you through the steps of adding your Instagram, Facebook contact into your Penny contact's database.
Melissa Trottier avatar
Written by Melissa Trottier
Updated over a week ago

How to? download your contacts

Not sure how to download your contacts from your service providers? This article will provide you with links to provider-specific guides.
Melissa Trottier avatar
Written by Melissa Trottier
Updated over a week ago

How to Convert Files to .CSV for Contact Uploading

In this article, we'll show you how to convert various file formats to .CSV so you can upload your contacts to Penny.
Ryan avatar
Written by Ryan
Updated over a week ago

How to categorize your contacts

This article will explain what categorizes are, what each category means and how to use them.
Stella Alarcon avatar
Written by Stella Alarcon
Updated over a week ago

How to add an Instagram friend in the Web App

This article will guide you through the steps of manually adding an Instagram contact in the Penny web app
Stella Alarcon avatar
Written by Stella Alarcon
Updated over a week ago

How to add an Instagram friend on the mobile app

This article will guide you through the steps of manually adding an Instagram contact on the app
Stella Alarcon avatar
Written by Stella Alarcon
Updated over a week ago

How to Add a Contact

This article walks you through how to manually add a contact via the web or mobile app.
Stella Alarcon avatar
Written by Stella Alarcon
Updated over a week ago

How to Delete a contact

If you'd like to delete a contact forever, follow these simple instructions.
Stella Alarcon avatar
Written by Stella Alarcon
Updated this week

How to Update & Edit a Contact

Whether you categorize a contact incorrectly or simply want to update the profile, this guide will help you.
Stella Alarcon avatar
Written by Stella Alarcon
Updated over a week ago

How to Merge Contacts

Easily merge contacts that have been imported from different places, such as Mobile or your back office.
Stella Alarcon avatar
Written by Stella Alarcon
Updated over a week ago