Knowledge Base & Help Center

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Knowledge Base & Help Center

Visible for Companies

Visible for Companies

Knowledge base articles for using our company platform.

Updates

How to send a test update?

Can I edit a sent update?

How do I change my Update sender?

How do I remove Visible branding from my Updates?

How accurate are my email (Update) statistics?

Why Won't My Update Share to Slack?

How do I rearrange components in an Update?

How do I share an Update to a private Slack channel?

Update Email Rendering and Deliverability

How do I share an Update via email?

Why are my email Updates bouncing?

What are shortcuts for Updates?

How do I change text size and formatting in an Update?

How to add emoji's to your update

How to bring a template into a different company account

How do I create and manage Update templates?

How to duplicate an update

How do I download an Update as a PDF?

How to change the text size of your headers within an Update

How to sort and filter your update analytics

How to insert a link into your update

How often should you send investor updates?

How an investor can resubscribe to your Updates

How do I add a Deck to my Update?

How do I add more recipients to a sent Update?

How do I embed video in Updates?

How to add a table to an update

How do I turn Update Reactions on/off?

How do I add an image to my Update?

How do I attach a file to an Update?

How to add content to an update

How to add content blocks to your Update

How do I manage the settings for my custom sender domain?

How to view your update analytics (opens, clicks, delivered)

How to share an Update via Slack?

How to send an update in Visible?

How do I add 2 charts to an Update

How do I use mail merge in Updates?

How do I archive or delete an Update?

How do I add a chart to an Update?

How to share an update via a link

How do I send an Update to the investors in my Fundraising pipeline?

How can I turn my investor request into an Update using Visible AI?

How to draft an update from a request submission

Why are images not rendering in Outlook?

How to set a reminder to send an update

See more

Fundraising

How can I share a Fundraising Pipeline via link?

How to stay organized with your fundraising process in Visible

How can I create multiple Fundraising pipelines?

How do I archive and restore a Fundraising pipeline?

How do I change the fundraise name or target amount?

Getting started with Fundraising pipelines

How do I view an investor's activity with my Visible Updates, Decks, and Dashbaords?

How do I customize the columns for my Fundraising pipelines?

How to customize your fundraising pipeline

How do I use BCC email logging

How do I add investors to a fundraising pipeline?

What are the default fields for an investor record?

How do I edit or delete an investor in a Fundraising pipeline?

How can I filter and sort the investors in a Fundraising pipeline?

How do I change or create a new stage for my Fundraising pipeline?

How do I move investors between Fundraising pipelines?

How to delete a Fundraising pipeline

How to create a custom pipeline property

How to create a custom pipeline property

How to comment on a pipeline

How do I set up email reminders for Fundraising follow-ups?

How do I add multiple contacts to an investor record?

How do I use Zapier to automate my fundraising efforts?

How to add multiple investors from Connect into your fundraising pipeline

How to change an investors stage in your pipeline

Why Visible does not share investor contact information

How to add a contact to your pipeline

See more

Dashboards & Charting

How to use metric insights?

How do I copy a chart to another dashboard?

How do I customize a start and end date for my charts?

How do I add/remove chart legend?

How do I change the style of my table?

How do I rename a metric?

How do I remove access for a shared dashboard?

How are weeks calculated in my charts?

How do I add a goal to a chart?

How do I change the format/decimals for my metrics?

Getting started with charts and dashboards

How do I print/export a dashboard?

How do I use aggregated values when charting metrics?

How do I resize and move charts on my dashboard(s)?

How do I change the frequency in which my data is charted?

How do I chart a metric on the x-axis?

How do I display data labels directly on a chart?

How do I export a chart?

How do I delete a chart?

How do I rearrange metrics in a chart?

Shared Dashboard Stats

How do I delete a chart from my dashboard?

How do I rearrange the order of my dashboards?

How do I rename a dashboard?

How to add text to dashboards?

How do I connect a data source?

How do I build a number chart?

How do I stack charts?

How do I change a chart's display period?

How to set a custom range for your charts y-axis?

How to create a table

How do I edit a chart?

How to round data labels on your chart

How do I share a dashboard?

How to build out a Dashboard in Visible

How to create a pie chart

How do I create a chart with 2 different axis?

How do I add an annotation to a chart?

How to use gradients on your chart

How to create a dashboard?

How to use a formula in a chart

How do I change the colors on my chart?

How do I delete a dashboard?

How do I create a chart?

How to build a variance report?

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

See more

Data & Integrations

How to change metric settings

How to refresh an integration and change the refresh schedule

How do I refresh my Google Sheets data?

List of supported Google Analytics Metrics

My Google Sheet is not showing up when trying to connect to Visible

Why did my Mixpanel connection fail?

How can I change the unit of my Google Sheets data?

Getting started with data sources

How do I change my metric unit?

Integrating with GA4 Advanced Mode

How do I connect to my Google Analytics Account?

How do I create a metric and add data directly in Visible?

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 do I set up user provided metrics?

Why is my Quickbooks account disconnected?

How to view your submitted investor requests

How to set a custom financial year end

How to disconnect an integration

How to set the year end for a formula metric

How to connect and get started with Google Sheets?

What metrics should you include in an investor update

How to complete an investor Request within Visible?

How to complete an investor request via link

How do I bulk edit (User provided) metrics?

Complete an investor request by syncing your metrics

How to use a formula

How do I connect a Google Sheet to Visible?

How do I use Visible + Zapier for metric automation?

How do I connect HubSpot to Visible?

How do I connect Xero?

How do I re-authenticate my Xero account?

How do I connect QuickBooks?

How do I use Xero tracking categories?

How do I connect ChartMogul?

How do I connect Mixpanel?

How do I connect Profitwell?

How do I connect Salesforce?

How to save a draft of your investor request

What are the best practices for formatting a google sheet

See more

Decks

How do I change the color of my Deck viewer background?

How do I share my pitch deck?

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 add a new deck version

How to add a deck to Visible

How to view your deck analytics

How to receive email notifications when someone views a deck?

How do I change my deck settings?

How to set up a custom Deck domain?

How to update your email settings for mailto links

How to set a deck to auto-terminate

See more

Data rooms

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 your data room

How to add your Visible content to your data room

How to add a url to your data room

Why is my data room invite still pending?

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 update your data rooms notification settings

How to give someone permission to view your data room

How to add a Deck to your data room

How to create a folder in your data room

How to create a data room

How to share your data room via a link

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 rearrange folders in your data room

How to add a page to a data room

See more

Contacts

How to export Contacts?

How to create a contact?

How to create a Custom contact property?

How do I edit a contact list?

How do I delete a contact list?

How to bulk upload Contacts via .csv?

How do I add multiple contacts?

How to create and manage a contact list?

Updating, appending & upserting contacts via CSV

How to delete multiple contacts

How to remove a contact from a contact list

How to view your contacts engagement trends

See more

Billing, Trial, & Customer Info

What happens after your trial ends?

Providing & Updating Credit Card Details

How to change your companies time zone

How do I redeem a partner code?

How to redeem a discount code?

How does Visible compare to...?

How do I update and view billing information?

What is included in your Starter plan

Signing up from an Investor Request

Founder onboarding guide

How we are using OpenAI

How to schedule an onboarding or support call

What is included in your Pro plan (Legacy) - No Longer Available

What is included in your investor provided Lite plan (Legacy) - No longer available

How to upgrade your trial to a Growth or Enterprise plan

How to reactivate your account

How to add my credit card to my Visible account

See more