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For Founders
How do I add a Chart to an Update?
How do I send an Update to the investors in my Fundraising pipeline?
How do I share an Update via email?
How do I add more recipients to a sent Update?
Update Email Rendering and Deliverability
Why are my email Updates bouncing?
How to share an Update via Slack?
Can I edit a sent Update?
How do I archive or delete an Update?
How do I add an image to my Update?
How do I change my Update sender?
How do I manage the settings for my Custom Sender Domain?
How do I change text size and formatting in an Update?
How to share an Update via a link
How do I turn Update Reactions on/off?
How to send an Update in Visible?
How do I create and manage Update templates?
How do I share an Update to a private Slack channel?
How do I add a Deck to my Update?
How do I rearrange components in an Update?
How do I use mail merge in Updates?
How do I embed video in Updates?
What are shortcuts for Updates?
How to view your Update Analytics (opens, clicks, delivered)
How do I attach a file to an Update?
How do I add two charts to an Update?
Why Won't My Update Share to Slack?
How do I remove Visible branding from my Updates?
How to send a test Update?
How do I download an Update as a PDF?
How accurate are my email (Update) statistics?
How to bring a template into a different company account
How to add emojis to your Update
How can an investor resubscribe to your Updates?
How to duplicate an Update
How to add a table to an Update
How to add content to an Update
How to insert a link into your Update
How to change the text size of your headers within an Update
How to sort and filter your Update Analytics
How often should you send investor Updates?
How to add content blocks to your Update
Why are images not rendering in Outlook?
How to set a reminder to send an Update
How do I add investors to a Fundraising Pipeline?
How can I share a Fundraising Pipeline via link?
How do I archive and restore a Fundraising Pipeline?
How can I create multiple Fundraising Pipelines?
How do I customize the columns for my Fundraising Pipelines?
How to create a Custom Fundraising Pipeline Property
How to comment on a Fundraising Pipeline
Getting started with Fundraising Pipelines
How do I move investors between Fundraising Pipelines?
How do I use Zapier to automate my fundraising efforts?
How do I view an investor's activity with my Visible Updates, Decks, and Dashboards?
How do I change or create a new stage for my Fundraising Pipeline?
How do I change the Fundraising Pipeline name or target amount?
How to add multiple Contacts to an investor record in your Fundraising Pipeline?
How can I filter and sort the investors in a Fundraising Pipeline?
How do I edit or delete an investor in a Fundraising Pipeline?
How do I set up email reminders for Fundraising follow-ups?
What are the default fields for an investor record?
How do I use BCC email logging
How to create a Custom Fundraising Pipeline Property
How to customize your Fundraising Pipeline
How to stay organized with your fundraising process in Visible
How to delete a Fundraising Pipeline
How to add multiple investors from Connect into your Fundraising Pipeline
How to change an investors stage in your Fundraising Pipeline
Why Visible does not share investor contact information
How to add a Contact to your Pipeline
How do I add a Contact to a Visible Pipeline?
How do I share a Dashboard?
How do I add a goal to a Chart?
Shared Dashboard Stats
How do I change the frequency in which my data is shown on a Chart?
How do I print/export a Dashboard?
How to create a Dashboard?
How do I copy a Chart to another Dashboard?
How to build a Variance Report?
How do I customize a start and end date for my Charts?
How do I connect a Data Source?
How do I change the format/decimals for my Metrics?
How do I chart a Metric on the X-axis?
How do I display Data Labels directly on a Chart?
How do I delete a Dashboard?
How do I change the display period of a Chart?
How to export a Chart
How do I stack Charts?
How to use Metric Insights
How do I delete a Chart?
How do I rearrange the order of my Dashboards?
How do I delete a Chart from my Dashboard?
How do I rename a Dashboard?
How do I remove access for a shared Dashboard?
How do I create a Chart?
How do I add/remove Chart legend?
How do I use aggregated values when adding Metrics to a Chart?
How do I add an annotation to a Chart?
How do I edit a Chart?
How do I change the style of a Table?
How do I resize and move Charts on my Dashboard?
How do I build a Number Chart?
How do I rearrange Metrics in a Chart?
How do I rename a Metric?
Getting started with Dashboards
How do I create a Chart with two different axes?
How are weeks calculated in my Charts?
How do I change the colors on my Chart?
How to add text to Dashboards?
How to set a custom range for the Y-axis of a Chart?
How to create a Table
How to build out a Dashboard in Visible
How to round data labels on your Chart
How to create a Pie Chart
How to use a Formula in a Chart
How to use gradients on your Chart
How to duplicate a Dashboard
How to create a Waterfall Chart
How to share a Dashboard via link
How to add Insight Columns to Tables
How to set a date range for your Dashboard
How to use dynamic trialing and leading Metric Insights
How do I change my Metric Unit or Format?
How do I connect Salesforce?
Integrating with GA4 Advanced Mode
How to refresh an integration and change the refresh schedule
How do I connect a Google Sheet to Visible?
How do I connect Paddle?
How do I connect Mixpanel?
How do I connect ChartMogul?
How do I set up User Provided Metrics?
How do I connect to my Google Analytics Account?
How do I refresh my Google Sheets data?
How do I connect QuickBooks?
List of supported Google Analytics Metrics
How do I bulk edit User Provided Metrics?
How do I create a Metric and add data directly in Visible?
Getting started with Data Sources
How do I re-authenticate my Xero account?
How to use a Formula
How do I connect Xero?
My Google Sheet is not showing up when trying to connect to Visible
How do I use Xero tracking categories?
Why did my Mixpanel connection fail?
How do I connect HubSpot to Visible?
Why is my Quickbooks account disconnected?
What date formats are accepted for Google Sheets?
Why are the percentage metrics I'm bringing in from Google Sheets incorrect?
Google Analytics - Advanced Mode
How to connect and get started with Google Sheets?
How to change Metric Settings
How do I use Visible + Zapier for metric automation?
How can I change the unit of my Google Sheets data?
How to set a custom financial year end
How to disconnect an Integration
How to set the year end for a Formula Metric
What metrics should you include in an investor update
What are the best practices for formatting a google sheet
How to add a new version of a Deck
How to add a Deck to Visible
How to set up a custom Deck domain
How do I change my Deck Settings?
How do I share my Pitch Deck?
How to receive email notifications when someone views a Deck?
How to view your Deck Analytics
How do I change the color of my Deck viewer background?
How to delete a Deck
How to set an expiration date for a Deck
How to add a Call to Action (CTA) to your Deck
How to update your email settings for mailto links
How to set a Deck to auto-terminate
How to create a Data Room
How to create a Folder in your Data Room
How to give someone permission to view your Data Room
How to view your Data Room Analytics
How to add an Update to your Data Room
How to create a Subfolder within your Data Room
How to add a file to your Data Room
How to add a Dashboard to a Data Room
How to add your Visible content to your Data Room
How to add a Deck to your Data Room
How to add a URL to your Data Room
How to update your Data Rooms notification settings
Why is my data room invite still pending?
How to share your Data Room via a link
What should I include in my data room
How to delete an item from your Data Room
How to remove someone from viewing your Data Room
How to set a password for your Data Room
How to share specific folders with specific investors (Advanced data room permissions)
How to download a Data Room folder
How to download an entire Data Room
How to delete a Folder in your Data Room
How to add a CTA to your Data Room
How to create a Third Level Folder
How to add a cover photo to your Data Room
How to resend an invitation for your Data Room
How to add a page to a Data Room
How do I share a Data Room with a specific domain?
How to share a Data Room with Visible contacts?
How to Disable Data Room Downloads
How to duplicate a Data Room
How to view your Contact's Engagement Trends
How to remove a Contact from a Contact List
How to delete multiple Contacts
How to export Contacts?
How do I edit a Contact List?
How to create and manage a Contact List?
How do I delete a Contact List?
How to bulk upload Contacts via .CSV?
How to create a Contact?
How to create Custom Contact Properties?
Updating, appending & upserting contacts via CSV
How do I add multiple Contacts?
How to add my credit card to my Visible account
How to reactivate your account
How to upgrade your trial to a Growth or Enterprise plan
What is included in your investor provided Lite plan (Legacy) - No longer available
What is included in your Pro plan (Legacy) - No Longer Available
How to schedule an onboarding or support call
What happens after your trial ends?
Providing & Updating Credit Card Details
How to change your companies time zone
What is included in your Starter plan?
How to redeem a discount code?
How do I update and view billing information?
How do I redeem a partner code?
Signing up from an Investor Request
Complete an investor Request by syncing your Metrics
How to complete an investor Request within Visible
How to view your submitted Investor Requests
How to complete an Investor Request via link
How can I turn my investor request into an Update using Visible AI?
How to draft an Update from a Request submission
How to save a draft of your Investor Request
How to view historical Request responses while completing a Request
How we are using OpenAI