Plezi

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.

How do I add a field to my contacts?

Alert on new MQL, interest, add Favicon, ideas that will save you time (and leads)

Configure your Plezi

Use a plugin to automatically place your tracking link on all your pages

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

Tags let Plezi know who to send your intelligent campaign and intelligent newsletter to. Now that’s clever!

What is a Tag?

Who earns points, how and when? A look back at Plezi's best practices for identifying your most mature leads

How does scoring work?

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.

How do I add a new user?

Florent

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

Setting up your 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!

How do I link my blog to Plezi?

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!

Difficult subjects regarding RSS Feed

Save time by already having configured your landing page’s visual identity. Understand how to create a template!

How do I create a landing-page template?

A form filled in by a visitor? Say thank you :)

How to customize a thank you message?

Boost your audience by posting on your social media and colleagues’ accounts to reach more people!

How do I link Plezi to my social media networks?

What if, instead of trying to memorise your HTML colour code, you simply added it to your Plezi?

How to add my colours to "favourites"?

Set the content part

Ask your contacts to subscribe to a mailing list that meets their specific needs

How to use the "Subscriptions" field?

In both cases, I have choices to make... what makes them different?

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

How do I import values from a "drop down" or "multiple selection" list into Plezi? Learn how to use your tools !

Importing your lists values

Mr/Mrs/Ms are "marital status” fields. Let’s take a look at how to configure them in Plezi!

How do I configure lists values?

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.

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

Set the contact part

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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