When do you need to add sources in Plezi?
You're having a trade show, collecting business cards that you store in an excel file (or any app available at the event).
You have placed white papers on partner sites that send you a list of download requests.
You organize an event that is relayed on other sites .
And above all, you want to identify the ROI of these partnerships. To do this, you want to trace the origin of the new contacts that enter your Plezi.
Note: the principle is to identify the origin of new contacts: this source will not overwrite the "origin" data already present in Plezi.
How to do this?
A zap... quite simply :)
To do this, you need
Your API key
To set up a zap that travels up the contacts to Plezi.
> Here is an article that gives general info about Zapier.
We give you examples in connect an Evenbrite form to Plezi using Zapier,To indicate the source of your choice
Where can we find this source in Plezi?
A. In the file of your identified visitors - heading "first contact".
This info can be exported to your CRM
B. In contact lists: this criterion can be used as a sort condition
C. In the reports, including visits by source
Please note: if you wish to change the color of the sources in these reports, go here