What is Plezi?

Plezi is a powerful marketing automation tool designed to help businesses drive engagement and nurture leads efficiently. By capturing data and tracking user interactions, Plezi enables teams to create personalized marketing campaigns tailored to the needs of their audience. From email marketing to social media scheduling, Plezi offers a comprehensive suite of features that make it easy to manage and optimize marketing efforts.

Uses for ID Verification in Plezi

By integrating IdentityCheck with Plezi, users can enhance the security and reliability of their marketing campaigns. Here are some possible uses:

• Lead Verification: Ensure that the leads captured through Plezi’s forms are legitimate by verifying their identity using IdentityCheck.
• User Authentication: Add an additional layer of security for accessing certain marketing assets or signing up for webinars by requiring ID verification.
• Compliance Assurance: Meet regulatory requirements by verifying the identity of users engaging with your content or services.
• Prevent Fraud: Mitigate risks associated with fraudulent sign-ups or interactions by implementing robust ID verification processes.

How to Set Up Integration

Follow these steps to integrate IdentityCheck with Plezi through Zapier:

1. Create accounts on both IdentityCheck and Zapier if you haven’t already.
2. Log in to your Zapier account and navigate to the ‘Make a Zap’ section.
3. Select Plezi as your trigger app. Choose the specific trigger event (e.g., new lead submission).
4. Connect your Plezi account to Zapier by following the on-screen instructions.
5. Select IdentityCheck as your action app. Choose the relevant action event (e.g., verify ID).
6. Connect your IdentityCheck account to Zapier by providing the necessary API credentials.
7. Map the data from Plezi to the required fields in IdentityCheck.
8. Test the Zap to ensure that the integration works correctly.
9. Save and activate the Zap.

How to Use the Integration

Once the integration between Plezi and IdentityCheck is set up, using the system becomes straightforward. Here’s how to make the most of it:

1. Automatic ID Verification: Whenever a new lead is captured through Plezi, the details will be automatically sent to IdentityCheck for verification. If the verification fails, you can set up alerts or take corrective measures.
2. Filter Leads: Use the verified data to filter high-quality leads from potential fraudsters. This ensures your marketing efforts are focused on genuine prospects.
3. Monitor Dashboard: Keep track of the verification status of your leads through Plezi’s dashboard, which can display the results of the ID checks performed by IdentityCheck.
4. Regulation Compliance: Maintain a record of all verification attempts to comply with regulatory standards and improve data security.

By integrating IdentityCheck with Plezi, you can streamline your ID verification processes, enhance lead quality, and ensure compliance with ease. Get started today to make your marketing campaigns more secure and effective.