The all-in-one marketing automation platform for small businesses

Last edited on June 25, 2021 by Digitiz

In just a few years, Plezi has carved out a major place for itself in the marketing automation software landscape thanks to an innovative approach. However, sophistication comes at a cost and small businesses could sometimes feel left out. Fortunately, Plezi thought of everyone and recently released Plezi One, allowing VSEs to lay the digital foundations and generate customers through their sites.

But, let’s start with a very important question: “What is Plezi?” »

Plezi Overview

Plezi is a true all-in-one marketing automation software that offers a solution to send tailored content to your audience and target market on a behavioral basis without having to set up a complex scenario. Plezi adapts in real time and thanks to its algorithm which allows you to send the content most suited to your leads. Businesses can start adopting Plezi to help them increase their lead count and mature their existing businesses.

What makes Plezi better than other marketing automation platforms is its ability (we mean its algorithm) to take care of the workflow and scenario for you. If you are currently using another marketing automation platform, you may know that after you have everything set up and integrated with your CRM and other marketing software, you still need to create scenarios from scratch based on your knowledge of your audience’s behavior or choosing any model that might work. In the end, you know that you will have to carry out A/B testing every time you want to create a new campaign.

What Plezi will do is help you create a storyline and workflow with its algorithm that analyzes your audience and gives them the right content to encourage them to take action. This is a step up from all current automation software that requires you to create your own workflow or scenario and lots of A/B testing for campaigns.

By using a one-of-a-kind platform, you can generate qualified leads. Implementing an inbound marketing strategy may require the use of several tools and resources. Plezi simplifies the process by allowing you to do it yourself without any technical knowledge, putting you in control.

When you adopt Plezi for your digital marketing strategy, you will only have to focus on one thing, and that is “creating great content”!

Plezi One: a light version of Plezi for small businesses

Recently, Plezi launched Plezi One, a completely free solution to allow companies to take their first steps in digital and generate leads with their website. All you need is to prepare lead magnets such as cheat sheets, free e-books, free consultations and landing pages with forms. And that’s not all. In addition to all the good things that Plezi One has to offer, this software is available for free for the first 100 users.

Plezi One is worth considering if you are a beginner and still looking for the best solution for lead generation and web tracking software combined. In the Plezi One dashboard, you can access templates that you can use for your email marketing, form design, consent for GDPR purposes and also maintain your assets for lead magnets.

The resources you use as lead magnets may vary. Plezi One creates three main categories, namely newsletter subscribers, downloadable content (like PDFs, e-books, or recorded webinars), and link to an article or video.

Plezi One models

If you’re serious about generating leads, you probably already know that all of your marketing assets are important. Plezi One will be a great tool to help you start creating lists, from your website and the content you already have.

Connection to your site

The principle of Plezi is that as soon as a visitor submits their information to at least one form on your website, you will be able to see all the pages viewed. You can trace the origin and journey of your leads (prospects) using Plezi tracking.

To add the tracking script to your pages, you must log in to your Plezi account, go to your settings then click on Configuration. Copy the script from this page and paste it into your website code.

Plezi installation

There are at least 3 ways to do this. First of all, if you use Google Tag Manager, you are probably familiar with this. Simply create an HTML tag, then copy and paste the Plezi tracking script. After that, make sure to add the “pageviews” trigger and save it.

The second method, if you are not using the Google Manager tag on your website and copying and pasting the script is too confusing and technical for you, you can find Plezi’s plugin on WordPress as well. Install it and activate it!

What if you don’t use Google Tag Manager or WordPress? Don’t worry, you can also use Plezi One by copying the Plezi tracking script and pasting it into the header of your pages.

The process is super easy, you can do it in less than 5 minutes.

Once you have done that, you need to test if web tracking actually works. You can try checking by simply going to a page on your website to initiate a visit. Then return to your Plezi One dashboard, if a visit is recorded, everything is perfectly installed.

Features

When working on our online presence and digital marketing strategy
To attract more people to contact us it is necessary to try all marketing channels whether paid channels like sponsored content on social media, Google Adword, other advertising channels or organic channels like SEO, email marketing and organic content on social media.

Regardless of your industry, you need to try everything to check which one works and which one should be eliminated for future campaigns. When you have an integrated marketing channel, using marketing automation becomes necessary to measure your work and the effectiveness of each channel.

Software like Plezi might just be the answer you are looking for right now, as this software has many winning features that can help marketers achieve their KPIs and help them make data-driven decisions.

Although the premium version of Plezi has a lot to offer, I would like to highlight all the winning features of Plezi One that could help you start generating leads today!

Ease of use

Plezi One offers a really great interface. Plezi One has a simple login page and once you’re logged in, the dashboard is really intuitive, even for a novice user. On the right sidebar, you will find the Home, Resources, Contacts, Form Templates, Settings, and Logout tabs.

Plezi One Dashboard

You can add another user by inviting them via email through your Home dashboard or by adding contacts. Additionally, if you have a running campaign and are logged in to Plezi One, campaign insights and analytics will be displayed on the dashboard.

Lead generation

The real function every digital marketer looks for in a marketing automation solution is to generate leads and help them build lists. Plezi One gives you the ability to create, train and share your lead magnets for your audience via the website. When you log in to your Plezi One account, you can start customizing your email marketing template, GDPR consent message, and design your lead generation form.

Forms can be created, published and automated in minutes.

Plezi One form creation

Understanding audience behavior

Plezi One and its web tracking script can help you understand your audience’s behavior. You can check every interaction of every audience on your website because these interactions are recorded. This way, you’ll have a better idea of ​​what your audience is looking for and what items (or generally content) might be of interest to them.

The tracking script will show you where your leads are coming from, what they are doing on your website, and when they return. This is a beneficial feature because it allows you to get an overview of the situation before starting a conversation with them. Analytics can help you track and understand your prospects.

Qualify prospects

Once you understand your audience’s journey (where they’re coming from, what they’re looking for, and what content they might be interested in), you can determine if that audience is your target market. If this is indeed your target market, you can start prospecting them and putting them in the best scenario to nurture leads with drip campaigns.

Contact and History Sheet

The process of qualifying prospects before communicating with them is very important because your time is also important and you would not want to deliver your business offer at the wrong time. Most people on your contact list need to be nurtured with the right content first before being contacted.

Reports

This part allows you to see the statistics of your marketing actions at a glance. This way, you can see the performance of your different channels (social networks, SEO, marketing campaigns, sponsored articles, etc.), your conversions as well as the visibility of your site on Google.

Plezi Marketing Analysis

In summary

Plezi One ultimately goes against the grain of the main marketing automation solutions that are often too complex. The platform offers an intuitive experience to allow companies that do not yet have a dedicated team to begin to understand the workings of digital marketing and thus begin to generate leads via their website. Easy to set up, easy to use and 100% free! What more ?

For now, the beta version is limited to around a hundred places available before the official launch. You can register via this link: https://www.plezi.co/fr/one