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Key-in-hand template on Plezi!

Reduce your workload with our templates!

Naissa Dioumessy avatar
Written by Naissa Dioumessy
Updated over a year ago

If you are a Plezi Plus user and want to design a template that suits your content strategy, you are in the right place!

With the key-to-key models in hand, Plezi accompanies you in your strategy, saving valuable time and benefiting from a ready-to-use tool.

We have made available three ready-to-use models:

  1. There are two workflows created by Plezi (for scheduling and hosting your leads), which you can customize before they are posted online.

  2. Templates for email campaigns

  3. Landing pages offer a variety of customizable templates.


Where can I find these templates in your Plezi account?

  • Create a landing page, email, or email in your workflow.

  • In the "What" section, go to the template library.

In the new window, you can either select a brand new model provided by Plezi or start from an existing one.

To retrieve your key-to-hand Workflow templates,

  • Go to the engagement tab and click on the Workflow feature.

  • On the new page, see your templates as below:


Good to know

  • Gain productivity and performance by reusing your old emails and landing page templates.

  • In both workflows, key-to-hand

    • Welcoming his leads, the trigger is "has become lead."

    • And in the case of the appointment, the trigger is "has become MQL".

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