Using Plans

[Video]Creating a Custom Signature

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 10 months ago

[Video] Editing a Plan Email Template

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 10 months ago

[Video] Autoresponders

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 10 months ago

[Video] Creating and Managing Your Email Blasts

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 10 months ago

Editing a Plan

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 10 months ago

Adding single or multiple leads to a plan

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 10 months ago

[Video] Creating a New Email Template

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 10 months ago

[Video] Creating a New Drip Campaign

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 10 months ago

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