Getting Started
Classic
Logging into your Placester Account [Classic]
Requesting an IDX Integration [Classic]
Editing Your Contact Details [Classic]
Changing Themes and Colors [Classic]
Adding Images to your Home Slideshow [Classic]
Adding a Favicon [Classic]
Linking Social Networks [Classic]
Adding Certification Logos to the Footer of your Site [Classic]
Changing your Global filter settings [Classic]
Using Basic Lead Capture [Classic]
Creating a Blog Post [Classic]
Creating Advanced Area Pages and an Area Page Index [Classic]
Creating a Page [Classic]
Adding a Logo [Classic]
Codeless
Getting Started Checklist
Requesting an IDX Integration [Codeless]
Logging into your Placester Codeless Account [Codeless]
Image Dimension Guide [Codeless]
Changing your Global filter settings [Codeless]
Editing Your Codeless Contact Details [Codeless]
Adding Images to your Home Slideshow [Codeless]
Featuring Listings on your Home Page [Codeless]
Adding Certification Logos to the Footer of your Codeless Website [Codeless]
Adding a Favicon [Codeless]
What is Codeless?
Updating Classic to Codeless Website
Non IDX Website
Social Feed ( Codeless )
Notification System in the Admin Panel
How to add JS Code to your Placester Website ( Codeless )
The Codeless Design Library and Design Switching
Placester's Web App
All Things IDX
Classic
TREC Requirements [Classic]
RightSignature Cheat Sheet
Adding Your License Number to Your Site [Classic]
Adding Multiple IDX feeds to your site [Classic]
Map Search [Classic]
Natural Language Search [Classic]
Selecting Search Forms [Classic]
Featuring Listings on your Home Page [Classic]
Basic Areas and Creating an Areas Index Page [Classic]
How Placester Handles 1/4, 1/2 and 3/4 Baths [Classic]
Codeless
How to fill out your IDX Documents on RightSignature.com
IDX Process: FAQ's
TREC Requirements [Codeless]
MLS Recommendations/ Updates
IDX Manager [Codeless]
Adding Multiple IDX feeds to your site [Codeless]
IDX Support Fee
IDX Integration Removal
Setting Priority on Listings
Account, Subscription & Billing
Codeless
Updating Account Email
Placester Mobile App
Hiring a Creative Assistant Using On-Demand
Account Reactivation
Accessing the Usage Trail
Updating Payment Details
How to Capture Leads
Customizing your Website
Classic
Custom Domain
How and Where to Purchase a Custom Domain
Pointing your Custom Domain to your Placester Site [Classic]
Editing your Placester Subdomain [Classic]
Forwarding Additional Domains to Your Website [Classic]
Mapping Your GoDaddy Domain to Placester (New User Interface) [Classic]
Mapping your Network Solutions domain to Placester [Classic]
Mapping your Register.com domain to Placester [Classic]
Mapping your Wix Domain to Placester [Classic]
Mapping your iPage Domain to Placester [Classic]
Mapping your Domain.com domain to Placester [Classic]
Mapping your Bluehost Domain to Placester [Classic]
Mapping your Name.com Domain to Placester [Classic]
Mapping your HostGator domain to Placester [Classic]
Mapping Your Domain vs. Forwarding With Masking [Classic]
Mapping your .REALTOR Domain to Placester [Classic]
Mapping your eNom domain to Placester [Classic]
Common Domain Mapping Issues & How to Resolve Them [Classic]
Mapping your DreamHost domain to Placester [Classic]
Mapping your Google Domain to Placester [Classic]
Mapping your Hover domain to Placester [Classic]
Mapping your Namecheap domain to Placester [Classic]
Mapping a Subdomain to your Placester Site [Classic]
Pages, Menus & Posts
Using the Featured Listings Page Template [Classic]
Editing an Existing Blog Post [Classic]
Adding Photos to Pages and Posts [Classic]
Editing Your Menu [Classic]
Adding Featured Content Tiles [Classic]
Adding a blog post to a category [Classic]
Scheduling Blog Posts [Classic]
Choosing Testimonial Featured images [Classic]
Page Templates [Classic]
Editing an Existing Page [Classic]
Using Formatting Options on Pages and Posts [Classic]
Adding Videos to Pages and Posts [Classic]
Advanced Page Editing [Classic]
Creating a coming soon page [Classic]
Adding HTML to a Page [Classic]
Adding a Menu Item that links to a Custom URL [Classic]
What to Include in your About page [Classic]
Home Valuation Page [Classic]
Creating a Custom Landing Page [Classic]
Creating a Testimonials Page [Classic]
Theme Guides
Sedona Theme Guide [Classic]
Chicago Image Dimension Guide [Classic]
Franklin Theme Guide [Classic]
Toronto Theme Guide [Classic]
Phoenix Theme Guide [Classic]
Beacon: Image Dimension Guide [Classic]
Wilshire: Image Dimension Guide [Classic]
Plymouth Image Dimensions Guide [Classic]
How Many Featured Listings and Blog Posts Are Displayed on Each Theme's Home Page? [Classic]
Fremont Theme Guide [Classic]
Highland Image Dimensions Guide [Classic]
Newbury: Image Dimension Guide [Classic]
Recommended Logo Sizes for Each Theme
Lexington: Image Dimension Guide [Classic]
Best Practices
What Should My Slideshow Captions and Links Be? [Classic]
What's Important To Feature In Your Menu [Classic]
Adding your Google Analytics Tracking Code [Classic]
Adding your Google AdWords Conversion Label and ID [Classic]
Adding a Video Link to Your Home Slideshow [Classic]
What To Do After Your Site Is Live [Classic]
How and Why to Add Excerpts to Pages [Classic]
Adding a Facebook Pixel to your Placester Site [Classic]
Submitting your Sitemap to Google
Site Verification for Google, Pinterest, and Bing [Classic]
Adding a Meta Description & Meta Title to your Home Page [Classic]
Adding a Meta Title & Meta Description to Pages and Posts [Classic]
Pro Tips
Writing Your First Blog Post [Classic]
How to Embed a Google Calendar onto your Placester Site [Classic]
Selecting Great Slideshow Images and Where to Find Them [Classic]
How To Create a "Join our Team" Page [Classic]
How to Use Social Networks for Real Estate [Classic]
Adding Social Networks ( Classic)
Which Lead Capture Setting is Best For You? [Classic]
How to optimize SEO on your Placester Site
Removing "For Rent" From Your Search Bar [Classic]
Tips and Resources for Cropping and Resizing Images [Classic]
Sharing Blog Posts on Social Media [Classic]
How to Clear Your Cache [Classic]
How Can I Drive Traffic To My Site?
Account
Codeless
Pages, Menu and Posts
Creating a Testimonials Page [Codeless]
Managing Property Details Page
Integrating Your Real Satisfied Account [Codeless]
Creating new testimonial [Codeless]
Accessibility Widget [Codeless]
Open Houses- Module, Widget and Page Template
Adding a Menu Item that links to a Custom URL [Codeless]
Scheduling Blog Posts [Codeless]
Home Valuation Page [Codeless]
How to create an About Page [Codeless]
Adding Modules to Pages, Areas, Agents, Blog post, Offices and Testimonials
Create and Manage Agent Groups in your Agent Index page
Custom pages for recent sales/open houses (Codeless)
Market Data on Area Pages
Sold Listings
How To Hyperlink Text And Images
Adding a Blog Post to a Category [Codeless]
Using Featured Listings Page Template [Codeless]
Advanced Page Editing [Codeless]
Map Search ( Codeless)
Codeless Coming Soon Listing Page [Codeless]
Creating Advanced Area Pages and an Area Page Index [Codeless]
Creating a Custom Landing Page [Codeless]
Choosing Testimonial Featured images [Codeless]
Editing an Existing Blog Post [Codeless]
Adding a Button to a Page [Codeless]
Creating a Contact Page ( Codeless )
Property Landing Page
Editing Your Navigation Bar [Codeless]
Using Formatting Options on Pages and Posts [Codeless]
Adding Your Facebook App ID [Codeless]
Switching Website Design [Codeless]
Adding Featured Content Tiles [Codeless]
Page Templates [Codeless]
Tips and Resources for Cropping and Resizing Images [Codeless]
Custom Domain
How and Where to Purchase a Custom Domains [Codeless]
Common Domain Mapping Issues & How to Resolve Them [Codeless]
Pointing your Custom Domain to your Placester Site [Codeless]
Forwarding Additional Domains to Your Website [Codeless]
Mapping Your Domain vs. Forwarding With Masking [Codeless]
Editing your Placester Subdomain [Codeless]
Nameservers vs DNS Settings
Mapping your HostGator domain to Placester [Codeless]
Mapping your Register.com domain to Placester [Codeless]
Mapping your DreamHost domain to Placester [Codeless]
Mapping your iPage Domain to Placester [Codeless]
Mapping your Domain.com domain to Placester [Codeless]
Mapping your Hover domain to Placester [Codeless]
Mapping your Google Domain to Placester [Codeless]
Mapping your Network Solutions domain to Placester
Mapping your Wix Domain to Placester [Codeless]
Mapping a Subdomain to your Placester Site [Codeless]
Mapping your Name.com Domain to Placester [Codeless]
Mapping your .REALTOR Domain to Placester [Codeless]
Mapping your Namecheap domain to Placester [Codeless]
Mapping your eNom domain to Placester [Codeless]
Mapping your Bluehost Domain to Placester [Codeless]
Mapping your CloudFlare domain to Placester [Codeless]
Font Style and Size
Leveraging Placester's Simple CRM
Classic
Viewing and Editing Leads
Manually Adding a Lead [Classic]
Removing a Lead [Classic]
Editing your Leads individually and through Bulk Actions [Classic]
Viewing Your Leads [Classic]
Lead Management
Exporting Leads [Classic]
Managing Duplicate Leads [Classic]
What Can Site Visitors Do With an Account? [Classic]
CRM: Managing Custom Views [Classic]
Creating Saved Searches for your Leads [Classic]
Routing Leads From Other Sources to Your Placester Account
Importing Leads [Classic]
How to Add Tags to Leads and Contacts [Classic]
Creating Groups
Adding a Note to a Lead [Classic]
Creating / Managing Tasks (In Leads) [Classic]
How Leads Can Create Saved Searches [Classic]
Using Plans
Creating a Custom Signature [Classic]
Editing a Plan Email Template [Classic]
Creating and Managing Your Email Blasts [Classic]
Editing a Plan [Classic]
Adding single or multiple leads to a plan [Classic]
Creating a New Email Template [Classic]
Creating a New Drip Campaign [Classic]
Broker Features
Codeless
Viewing Your Leads [Codeless]
4.0 Editing your Leads individually and through Bulk Actions [Codeless]
Manually Adding a Lead [Codeless]
4.0 Removing a Lead [Codeless]
Importing Leads [Codeless]
Managing Duplicate Leads [Codeless]
Exporting Leads [Codeless]
4.0 Adding a Note to a Lead [Codeless]
How to Add Tags to Leads and Contacts [Codeless]
Creating Saved Searches for your Leads [Codeless]
How Leads Can Create Saved Searches [Codeless]
Editing a Plan [Codeless]
Creating a New Email Template [Codeless]
Adding single or multiple leads to a plan [Codeless]
Autoresponders
Creating and Managing Your Email Blasts [Codeless]
Creating a New Drip Campaign [Codeless]
What Can Site Visitors Do With an Account? [Codeless]
CRM: Managing Custom Views [Codeless]
New Placester CRM
SEO Capabilities
Codeless: Manual assigning of Leads to Agents
Setting up Integrations
Classic
Codeless
Accessing RealSatisfied Account
Linking Social Networks [Codeless]
What is Zapier?
How to Integrate Your Placester Account With Zapier
Follow Up Boss - Placester Integration
Integration: Custom API
TotalBrokerage - Placester Integration
Advanced Website Customization
Classic
Lead Text Notifications Using Gmail [Classic]
Embedding A PDF or File To A Page [Classic]
Custom pages for recent sales/open houses [Classic]
Adding a GIF To Your Home Slideshow [Classic]
Tricks for Speeding up a Slow Website [Classic]
Adding Facebook Messenger to your site [Classic]
Adding a Chat Widget to Your Site [Classic]
Adding a Google Maps location to your Contact page [Classic]
Adding a Logo to Your Site's Footer [Classic]
Adding Google Tag Manager [Classic]
Codeless
Search: Autosuggest Results
Placester Live Chat Feature
Embedding A PDF or File To A Page [Codeless]
Adding Google Tag Manager (Codeless)
Site Verification for Google, Pinterest, and Bing [Codeless]
Lead Text Notifications Using Gmail [Codeless]
Adding Animations to Your Design Modules in Codeless
Overlay management
Custom Property Page Banner
How to Resize and Crop Headshots [Codeless]
Custom Banner
Sign In/ Sign Up Forms
Cookie Banner
Advanced Broker Customization
Classic
Creating an Agents Page [Classic]
Creating an Agents Roster Page on Your Office Site [Classic]
How To Order Agents within your Agent Index Page [Classic]
Creating an Office Page using Customizer [Classic]
Codeless
NAR Edition
General
NAR Edition: Editing the About page
NAR Edition: Global filters
NAR Edition: Adding a Testimonials Page
NAR Edition: Blog Posts
NAR Edition: Pointing Your Custom Domain To Your Placester Site
NAR Edition: Adding Certification Logos to the Footer of Your Site
NAR Edition: Chicago vs. Highland
NAR Edition: Viewing Your Slideshow
Highland Theme
NAR Edition's Highland Theme: Editing Contact Details
NAR Edition's Highland Theme: Featured Listings
NAR Edition's Highland Theme: Editing An Area Page
Chicago Theme
Other Topics
Compliance
Customizer
Customizer: Creating a Blog Post [Codeless]
Adding a Facebook Pixel to your Placester Site (Codeless)
Customizer: Adding your Google Analytics Tracking ID, AdWords Conversion Label and ID [Codeless]
Customizer: Using Custom Lead Capture[Codeless]
Customizer: Adding a Chat Widget to Your Site [Codeless]
Customizer: Editing an Existing Page [Codeless]
Customizer: Mapping your GoDaddy Domain to Placester [Codeless]
Leveraging Video Modules on Your Codeless Website
How to add your Logo to the Header & Footer [Codeless]
Customizer: Adding HTML to a Page [Codeless]
Customizer: Creating a New Page [Codeless]
Customizer: Adding a Meta Description & Meta Title to your Home Page [Codeless]
Defining Modules and Widgets in Codeless
How to Setup Modules, Manage their Options, and Build Module Presets [Codeless]
Customizer: Adding Photos to Pages and Blog Posts [Codeless]
Customizer: Adding Videos to Pages and Posts [Codeless]
Agent Manager (Office Builder)
New Agent Manager Features
Assigning Leads from your Brokerage site to your Agents using Agent Manager
Removing an Agent from your Office Builder Account
Adding/ Creating New Agent using Agent Manager
Resolving Conflicts
Deactivating an Agent Website using Agent Manager
Assigning/ Unassign & Changing Agent Site Feature using Agent Manager
How to check an Agent Website Status on Agent Manager
Offices Feature using Agent Manager
Office Builder Plan - Features
Bulk Agent Invitation via .CSV
Providing Admin Access for Broker Agent using Agent Manager
Launching Agent Site Feature using Agent Manager
Publish feature for Agents using Agent Manager
Duplicating an Agent Website using Agent Manager
DIFM
Agent Manager Feature - DIY/ DIFM Subscription
Active Agent Pricing -DIY/ DIFM Subscription
Requesting for a DIFM task and getting in touch with your Creative Assistant
IDX Support Fee- DIY/DIFM Subscription
Admin Access
- All Categories
- Leveraging Placester's Simple CRM
- Classic
- Using Plans
- Creating a Custom Signature [Classic]
Creating a Custom Signature [Classic]
Updated by Katherine Ramirez
This article will show you how to customize your email signature for your Autoresponders, Email Blasts and Drip Campaigns.
Why create a signature?
Customizing your signature is a great way to add branding and a professional look to your communications with potential clients. With a customized email signature, you can easily provide your contact information as well as links to your social media accounts to your leads. Once you’ve created a custom signature, it will be automatically added to any email template that includes the dynamic field for signature. These are quick links that allow you to customize your emails to leads.
All pre-built templates include this dynamic field by default, and you can also add the dynamic field to any new templates you create.
Accessing your Custom Email Signature editor
From your Dashboard, click on the Email tab.
Once you’re in the Email section, click on the “Signature” tab to access the Email Signature editor.
Custom Email Signature toolbar
The toolbar allows you to add and modify your signature content.
- HTML editor - This tool will allow you to add HTML. This can be especially helpful if you’re looking to embed a widget within your email signature. You can learn more about adding HTML here.
- Text size - Choose the size of the text you are entering.
- Font - Choose from 7 available fonts.
- Text Formatting - Modify your text by bolding, italicizing or underlining it.
- Text Color - Choose the color of your text.
- Hyperlink - This tool will allow you to add links to any words or images in your signature. You can learn more about hyperlinking text and images here.
- Image Uploader - With the image uploader, you can add images to your email signature, your logo or headshot. Images should not be any larger than 600 pixels wide. For tips on how to crop and resize images, click here.
Your Base Signature
By default, the email signature will include “Best,” as well as your first and last name. This information is pulled directly from the “My Profile” section of your account. Keep in mind that this can be easily edited to your liking.
Building your Signature
With the Email Signature editor, you have the ability to customize your signature with text, images, links and HTML. As a Pro Tip, we recommend including the following core information:
- Logo
- Name
- Phone Number
- Social Media links
Next, we’re going to walk you through how you can add these recommended pieces of information to your signature. Keep in mind that you don’t necessarily have to have these things included in your signature, and that you can customize it to how you would like!
Adding a logo
Many agents like to include their logo with their email signature. With our Signature Editor, you’re able to upload your logo directly to your signature. To ensure the best image quality and compatibility with all email programs, Placester recommends that your logo doesn’t exceed 600 pixels wide. For tips on how to crop and resize images, click here.
To start, place the cursor where you would like the logo to appear in the Signature content section. Next, click on the Insert Image icon in the formatting bar to upload your logo file. This same process can be used if you would like to add any additional images, such as your agent headshot.
Adding contact information
You can add your contact information to your signature by simply placing the cursor where you would like your contact information to be in the Signature content section and starting to type. In our example below, we added the contact information underneath our logo, which included a phone number, email and website address.
You will notice that if you add in a web address, it will automatically be hyperlinked. This means that it will become a clickable link in your email.
Adding social media links
Many agents like to include links to their social media sites to their signatures. In our example, we have decided to use hyperlinked text for Facebook. Another way you can do this is by adding in a hyperlinked social media icon image as well.
First, enter the text or image that you’re looking to hyperlink.
Here is the same signature, only this time, we added a Facebook icon instead. You can find an icon like this in a Google image search.
Next, we will link the text or image to our Facebook page. To do this, you will need the web address for your Facebook (or the social media site that you’re looking to link to). You can view your web address by going to your personal or business profile pages and look at the URL. From there, copy the full web address.
Once you have the web address handy, select the text or image you would like to hyperlink, then select the hyperlink icon. In the pop-up window, paste the web address and click “Save”.
Changing text color
To match the green of our logo, we are changing the Jane Stevens text to green. Select the text you would like to change the color of, then choose the color by selecting the Text Color button.
Changing Fonts
We will change the font to better match the font on our logo. Select the text you would like to adjust and click on the font button to select the font you would like to use.
Once your adjustments are complete, click Save. Remember, you can make changes to your signature at any time. This signature will now appear at the bottom of all emails sent through Drip Campaigns, Autoresponders, and Email Blasts that use the appropriate dynamic field.
Need More Help?
For questions, concerns or feedback, please chat with our team:https://app.placester.com/chat
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Editing a Plan Email Template [Classic]
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