Using Plans

[Video]Creating a Custom Signature [Classic]

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 bra…

Updated 3 weeks ago

[Video] Editing a Plan Email Template [Classic]

This article will show you how to edit an email template to be used in a Plan. Email Templates A Plan is a series of automated emails that you can send to your leads to nurture them into becoming cli…

Updated 3 weeks ago

[Video] Autoresponders [Classic]

This article will walk you through how to use the autoresponder feature. Please note that this feature is currently only available on certain subscription levels. If you notice that you don’t have ac…

Updated 3 weeks ago

[Video] Creating and Managing Your Email Blasts [Classic]

This article will walk you through how to create a one-time Email Blast to be sent to your leads. Please keep in mind that this feature is only available with our Pro Package. If you are not using on…

Updated 3 weeks ago

Editing a Plan [Classic]

This article will show you how to create a new Work Plan template. What is a Plan? Plans are the Placester version of drip email marketing. A Plan is a series of automated emails that you can send to…

Updated 3 weeks ago

Adding single or multiple leads to a plan [Classic]

This article will show you how to add a lead or leads to a plan. Adding a Lead to a Plan By adding a lead or leads to a plan, you're initiating a series of automated emails that will be sent to your…

Updated 3 weeks ago

[Video] Creating a New Email Template [Classic]

This article will show you how to create a new email template to be used in a Work Plan. Email Templates A Plan is a series of automated emails that you can send to your leads to nurture them into be…

Updated 3 weeks ago

[Video] Creating a New Drip Campaign [Classic]

This article will show you how to create a new Drip Campaign. What is a Plan? Plans are the Placester version of drip email marketing. A Plan is a series of automated emails that you can send to your…

Updated 3 weeks ago
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