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Setting up your Plezi

Setting up your Plezi

Discover all our tips for setting up your Plezi to start generating leads as efficiently as possible.

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17 articles in this collection
Written by Florent

How do I add a field to my contacts?

Find out how to add a field in your forms and to collect data visible on the contact profile to match the information in your database.
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Written by Florent
Updated over a week ago

Configure your Plezi

Alert on new MQL, interest, add Favicon, ideas that will save you time (and leads)
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Written by Florent
Updated over a week ago

How do I add my tracking link to all the pages on my site?

Use a plugin to automatically place your tracking link on all your pages
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Written by Florent
Updated over a week ago

What is a Tag?

Tags let Plezi know who to send your intelligent campaign and intelligent newsletter to. Now that’s clever!
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Written by Florent
Updated over a week ago

How does scoring work?

Who earns points, how and when? A look back at Plezi's best practices for identifying your most mature leads
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Written by Florent
Updated over a week ago

How do I add a new user?

Do you want to create a new account in Plezi? Well done, your team is expanding! Here is how to add a new user within your Plezi account.
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Written by Florent
Updated over a week ago
Set the content part

How do I link my blog to Plezi?

This article will show you how to automatically add your blog articles to Plezi, to promote them on social media or through your newsletter!
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Written by Florent
Updated over a week ago

Difficult subjects regarding RSS Feed

Images and extracts that don't come up? No need to panic! Several cases are solved to solve all your problems related to RSS feeds!
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Written by Florent
Updated over a week ago

How do I create a landing-page template?

Save time by already having configured your landing page’s visual identity. Understand how to create a template!
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Written by Florent
Updated over a week ago

How to customize a thank you message?

A form filled in by a visitor? Say thank you :)
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Written by Florent
Updated over a week ago

How do I link Plezi to my social media networks?

Boost your audience by posting on your social media and colleagues’ accounts to reach more people!
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Written by Florent
Updated over a week ago

How to add my colours to "favourites"?

What if, instead of trying to memorise your HTML colour code, you simply added it to your Plezi?
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Written by Florent
Updated over a week ago
Set the contact part

How to use the "Subscriptions" field?

Ask your contacts to subscribe to a mailing list that meets their specific needs
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Written by Florent
Updated over a week ago

What is the difference between a multiple choice field and a drop-down list?

In both cases, I have choices to make... what makes them different?
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Written by Florent
Updated over a week ago

Importing your lists values

How do I import values from a "drop down" or "multiple selection" list into Plezi? Learn how to use your tools !
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Written by Florent
Updated over a week ago

How do I configure lists values?

Mr/Mrs/Ms are "marital status” fields. Let’s take a look at how to configure them in Plezi!
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Written by Florent
Updated over a week ago

How do I filter certain IP addresses from Plez’s web tracking?

If you don’t want your websites or those of your colleagues to be taken into account in Plezi, here is how in this article.
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Written by Florent
Updated over a week ago