Hannah Barnes

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Activity overview

Latest activity by Hannah Barnes
  • Hannah Barnes created an article,

    Smart Text Merge with Data Placeholders

    Your Planning Pod account comes equipped with data placeholders to merge information from your individual events into proposal, invoice, contract, and email templates.  The seconds it takes to manu...

  • Hannah Barnes created an article,

    Duplicating Templates

    You can duplicate any template in your Planning Pod account with the click of a button. To Duplicate a Template Log into your account.  From the main navigation menu, select Templates.  Click to v...

  • Hannah Barnes created an article,

    Capturing Leads from The Knot + Wedding Wire

    You can now funnel leads directly from The Knot + Wedding Wire into your Planning Pod account without any manual entry.  The key to capturing your wedding pro leads? You MUST have your email addres...

  • Hannah Barnes created an article,

    Creating/Customizing Event Types

    You have the ability to customize and create event types in your Planning Pod account, allowing you to choose from those event types when creating any new event. This also allows you to report on c...

  • Hannah Barnes created an article,

    Legacy Lead Capture Forms vs. Existing Lead Capture Forms

    The new lead capture form setup includes an imported version of your legacy lead capture form. This way, you can work from the existing details of your lead capture setup while still incorporating ...

  • Hannah Barnes created an article,

    Lead Capture Form Settings

    You have the ability to build fully customized lead capture forms within your Planning Pod account.  Form customization includes: Creating default actions when a new Lead is captured, including: S...

  • Hannah Barnes created an article,

    Creating Multiple Lead Capture Forms for Different Purposes

    You have the ability to create multiple lead capture forms in your Planning Pod account. The purpose of this feature is to allow you to collect certain details from different types of prospective c...

  • Hannah Barnes created an article,

    Adding Custom Fonts to your Lead Capture Form

    You can use Google Fonts to add custom fonts to your lead capture form headlines, text blocks, and labels within Planning Pod.  To Add a Custom Font to your Lead Capture Forms Log into your Planni...

  • Hannah Barnes created an article,

    Lead Capture Setup: Embeddable Form Design

    You have the ability to add the following design customizations to any lead capture form embedded on your website: Font Size of text Color of text Form background color Form field corner style Div...

  • Hannah Barnes created an article,

    Creating a Custom Internal "Add Lead" Form

    It is possible for you to customize the form/fields for adding a new lead internally through your Planning Pod account. This ensures that you can collect any/all necessary information for leads tha...