Codeless
Viewing Your Leads [Codeless]
This article will show you how to view the leads that you've generated from your website. Lead Capture Forms. There are various lead capture forms and calls to action across your Placester site that…
4.0 Editing your Leads individually and through Bulk Actions [Codeless]
This article will walk you through editing your Leads individually and through Bulk Actions. First, log in to your Placester account and click on the Application icon in the upper right corner of the…
Manually Adding a Lead [Codeless]
This article will show you how to manually add a lead to the Leads feature in your account.. The Importance of Leads . We understand the importance of leads and keeping track of those leads to your R…
4.0 Removing a Lead [Codeless]
This article will walk you through how to remove a lead. There might be a lead that ends up in your account that you think is spam or that you have disqualified and would like to remove from your acc…
Importing Leads [Codeless]
This article will show you how to import leads to your Placester account. Importing Leads. To import your leads, first, log in to your Placester account. Then locate and select CRM. Next, click the I…
Managing Duplicate Leads [Codeless]
This article will show you how to manage any duplicate Leads that may exist in the Leads section of your Placester account. Accessing Leads. First, locate and click the CRM tab from your page to view…
Exporting Leads [Codeless]
This article will walk you through how to export your leads from the Placester CRM. Accessing the CRM . When logged into the back end of your Placester account, you can access the CRM by clicking on…
4.0 Adding a Note to a Lead [Codeless]
This article will show you how to add a note to a lead to keep track of interactions, interest in certain properties or any other important information about the lead. Accessing the Leads Tab. First,…
How to Add Tags to Leads and Contacts [Codeless]
This article will show you how to create, edit, and add tags to leads and contacts so you can better manage and organize your CRM. Tags help you differentiate between the contacts and leads you have…
Creating Saved Searches for your Leads [Codeless]
This article will walk you through how to create Saved Searches for leads directly through the CRM. Please note that this ability is only available on our higher subscriptions. If you’re currently no…
How Leads Can Create Saved Searches [Codeless]
This article will show you how clients can save searches on your website and sign up for email notifications based on those searches. It will also show you how you can view the searches that your pro…
Editing a Plan [Codeless]
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…
Creating a New Email Template [Codeless]
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 b…
Adding single or multiple leads to a plan [Codeless]
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 you…
Autoresponders
This article will walk you through how to use the autoresponder feature with Placester. . Please note that this feature is currently only available on certain subscription levels. If you notice that…
Creating and Managing Your Email Blasts [Codeless]
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 Packages. If you are not using o…
Creating a New Drip Campaign [Codeless]
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…
What Can Site Visitors Do With an Account? [Codeless]
This article will show you what site visitors can do with an account on your Placester site. Sign In/Sign Up. In the header of every Placester theme are links for leads to create an account on your s…
CRM: Managing Custom Views [Codeless]
This article will explain how to set up and manage custom views in Placester's CRM. Managing your leads effectively is all about filtering out excess noise to quickly access the people and details yo…
SEO Capabilities
SEO preferences options. Advanced SEO options that are visible on the homepage, pages, and all the posts. By default, they are turned off, but they can be easily turned on at any time. Once meta titl…
Codeless: Manual assigning of Leads to Agents
This article will guide you through the Manual assigning of Leads to Agents. Once you're logged in to your dashboard, click CRM. On your CRM page, click the lead/s that you want to manually assign to…
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