Q: Connect Platform.ly to a 3rd Party Landing Page or Optin Provider

${youtube} How to connect Platformly to a 3rd party provider 00:00 In this training video we're going to have a look at how you can add your Optin Form code to any third party site. So what we're going to do is we're going to navigate to the FORMS drop down menu, and then you're going to click on Optins. Now in this demo account you can see we've just done one example Optin from Optins you'll click Add New Form,, and then Standard Optin Form. This will then open up the Template Section and you'll see 3rd Party Forms Code button at the top. When you click that you'll see a preview of this, which includes the instructions on how to set up the form. So we'll just click okay, and it's then going to load that into the Builder, as we can see here. 00:44 Now from the Builder you'll be able to read these instructions. Basically these fields are already mapped for you, all you have to do is hover over the SUBMIT button, and then click on the Settings icon. What that's going to do is that's goIng to load the Options field here on the right bar. And what you can do is you can set the action that you wanted to take. So when someone submits the Form, we're going to want to add a Tag, and in this case, we're going to use Tag Example Tag. You'll be able to use either tags or segments or both to add you contact to Optin via your new 3rd Party System into Platform.ly and they'll be tagged or added to these segments or both. 01:27 Once you've done this you can the

Q: How to Setup Events

${youtube} Basic Events & Tracking Links 00:00 In this video, we're going to take a look at events. Events are super useful when it comes to tracking what's going on and building out some reporting funnels. Let's have a quick look at how to set up some events. In this example, what we want to do is, let's say we're going to track an action. Under Step 1, you'll click on "Action," and then you'll choose which action. In this case, you see this is where you can, like for example if you don't have a payment processor connected, you can monitor purchases, cancels, refunds, etc. In this one, you see we have the option of did they play a video, did they sign up, did they submit a form, did they download a PDF? Anything like that, you can set up. **00:42 ** In this case, we're going to say, did they click? Okay? Then you write a quick description, and we're just going to click Step 3, "Create code." Now, the first thing to note is that you can switch between JavaScript and pixel code. Okay? The pixel code is where you basically put it wherever you want the event to fire. What that means is that on that page, it's going to fire. When this pixel fires, the event will fire, but because we want to do a specific action, we're going to use the JavaScript code, so the first thing we're going to do is, this is our project code, okay, for this project, so this is always going to be the same. As you can see here, this is for the Platform.ly one, so if I a

Q: Simple Automations: Triggers & Conditions

${youtube} Simple Automations Setup with Triggers & Conditions || Below is a transcript of the video if you prefer reading to help you follow along. Every Automation, both Simple and Advanced, needs a Trigger. This is how the contact enters into that Automation flow. Conditions (known in Platform.ly as 'End If…' is the way you outline when a contact should stop/be removed from that automation. Such as purchasing a product you are promoting. 00:00 In this video, we're going to look at how you can create automations and how to set conditions and triggers. So the first thing you're going to want to do is go over to My Automations. You'll see that that puts a pop-up like this. You get the choice between both the simple follow-up and an advanced visual automation. Simple follow-up, you can think of as a normal follow-up sequence, where you're just sending emails in a row. An advanced automation is where there's multiple splits or other things outside of email. In this example, we're just going to use the simple follow-up automation. 00:35 And then, you can choose between starting from scratch or using a template. So, in this case, we're going to start from scratch, but you can check out the templates as well. That's going to load the simple automation builder. Now, the first thing you want to do is you want to set a trigger. Now this is the entry point for the contact, okay? So from here, you want to select your trigger. You can do things, like if a co

Question 1

Connect Platform.ly to a 3rd Party Landing Page or Optin Provider

Accepted Answer

${youtube}How to connect Platformly to a 3rd party provider

00:00 In this training video we're going to have a look at how you can add your Optin Form code to any third party site. So what we're going to do is we're going to navigate to the FORMS drop down menu, and then you're going to click on Optins. Now in this demo account you can see we've just done one example Optin from Optins you'll click Add New Form,, and then Standard Optin Form. This will then open up the Template Section and you'll see 3rd Party Forms Code button at the top. When you click that you'll see a preview of this, which includes the instructions on how to set up the form. So we'll just click okay, and it's then going to load that into the Builder, as we can see here.

00:44 Now from the Builder you'll be able to read these instructions. Basically these fields are already mapped for you, all you have to do is hover over the SUBMIT button, and then click on the Settings icon. What that's going to do is that's goIng to load the Options field here on the right bar. And what you can do is you can set the action that you wanted to take. So when someone submits the Form, we're going to want to add a Tag, and in this case, we're going to use Tag Example Tag. You'll be able to use either tags or segments or both to add you contact to Optin via your new 3rd Party System into Platform.ly and they'll be tagged or added to these segments or both.

01:27 Once you've done this you can the

Question 2

How to Setup Events

Accepted Answer

${youtube}Basic Events & Tracking Links

00:00 In this video, we're going to take a look at events. Events are super useful when it comes to tracking what's going on and building out some reporting funnels. Let's have a quick look at how to set up some events. In this example, what we want to do is, let's say we're going to track an action. Under Step 1, you'll click on "Action," and then you'll choose which action. In this case, you see this is where you can, like for example if you don't have a payment processor connected, you can monitor purchases, cancels, refunds, etc. In this one, you see we have the option of did they play a video, did they sign up, did they submit a form, did they download a PDF? Anything like that, you can set up.

**00:42 ** In this case, we're going to say, did they click? Okay? Then you write a quick description, and we're just going to click Step 3, "Create code." Now, the first thing to note is that you can switch between JavaScript and pixel code. Okay? The pixel code is where you basically put it wherever you want the event to fire. What that means is that on that page, it's going to fire. When this pixel fires, the event will fire, but because we want to do a specific action, we're going to use the JavaScript code, so the first thing we're going to do is, this is our project code, okay, for this project, so this is always going to be the same. As you can see here, this is for the Platform.ly one, so if I a

Question 3

Adding Custom Domains & Alternatives

Accepted Answer

| Adding custom domains allows you to turn your tracking links into urls that use your own domain, as well as for instant publishing of landing pages and optins to your domain. Another way to do this without needing to add a custom domain is using the wordpress plugin we provide from the 'publish' options inside Landing page and Optins. This short video and guide will show you how to add a custom domain into Platform.ly:

${youtube}How to Setup Custom Domains

00:00 In this video, we're going to have a look at how you can point your custom domain names to platform name. The first thing you're going to do is you're going to go to this drop down menu, and you're going to go to the setup link. From setup, you'll see domains. After you're on the domains tab, you'll click 'add new domain' and from here, you'll see that you can enter the domain name, and then the two different sub-domains that you're going to use. If you entered www, then you'll use the main level domain. For example, we're going to go put in the domain name as … 'joinus.ws', and the tracking I want to put as something like, let's say 'you' joinus.ws. The landing page, I want it to be probably from the top level, so I'm just going to put www. Okay, without the dot, like this.

00:57 Then, you'll see what comes is, it gives you the CNAMEs that you should add. So we're quickly going to input the CNAMEs right now. And the way we're going to do that is in this example, we're using

Question 4

Simple Automations: Triggers & Conditions

Accepted Answer

${youtube}Simple Automations Setup with Triggers & Conditions

|| Below is a transcript of the video if you prefer reading to help you follow along. Every Automation, both Simple and Advanced, needs a Trigger. This is how the contact enters into that Automation flow. Conditions (known in Platform.ly as 'End If…' is the way you outline when a contact should stop/be removed from that automation. Such as purchasing a product you are promoting.

00:00 In this video, we're going to look at how you can create automations and how to set conditions and triggers. So the first thing you're going to want to do is go over to My Automations. You'll see that that puts a pop-up like this. You get the choice between both the simple follow-up and an advanced visual automation. Simple follow-up, you can think of as a normal follow-up sequence, where you're just sending emails in a row. An advanced automation is where there's multiple splits or other things outside of email. In this example, we're just going to use the simple follow-up automation.

00:35 And then, you can choose between starting from scratch or using a template. So, in this case, we're going to start from scratch, but you can check out the templates as well. That's going to load the simple automation builder. Now, the first thing you want to do is you want to set a trigger. Now this is the entry point for the contact, okay? So from here, you want to select your trigger. You can do things, like if a co

Question 5

How to Mail with 3rd Party SMTPs

Accepted Answer

|| You get emails included with your Platform.ly subscription, but if you want to send more and don't want to upgrade, or if you want more control over your sending IPs and domains, you may want to connect an SMTP and use that with your sender profile, here is how to do it:

${youtube}Connect SMTP and add to Sender Profile

00:00 So, in this tutorial video, we're going to have a look at how you can add your SMTP info inside of Platform.ly, so inside this demo account. Where you would go inside your account is from the drop-down under setup tab and then that will load this section here. And then you'll click on sending mailers. All right? So set-up, then sending mailers. Then we'll click add new email service.

00:22 Now, you're going to get this pop-down here where you can choose. So first, we're going to give it a name. So, in this case, we're just going to call it Mailgun Test account. You give it whatever name you want and we're going to choose our provider here. So we say we're going to use Mailgun in this example. And yeah, you can use any provider. If it's not in the list you see from the drop-down, you can go custom. We're just going to go Mailgun because that helps us with some of the default stuff.

00:48 And then what we're going to do is we're going to go over to Mailgun, now, you can sign up for Mailgun. You can send up to 10,000 emails a month free and then it's cheap sending off to that. I'm only using Mailgun as an ex

Question 6

An Overview of Event Tracking

Accepted Answer

Event Tracking is a highly flexible feature that allows you to collect data on a wide variety of contact behaviors. You can create an event for any activity on your website or app and assign it a value. As you begin to capture event data and send it to your Platformly account, you can use it to improve your marketing and sales processes as well as trigger automations, create segment conditions, and personalize campaigns.

For example, you can track video views, button clicks, orders, log-ins, in-app behaviors, and more. With Event Tracking, you will need to create a custom code for each event you would like to track on your website or app.

||| Event Tracking is an advanced feature: you will need to be familiar with a programming language to set it up on your website or app. If you don’t know any programming language, you should ask someone from your team to help you.

Important: In order to use Event Tracking, you will need to place your “Project Code” within your pages, where you want the events to be fired.

1. When are the events fired?

An event can be fired when we have information about “who” is firing that event.

Events can be fired by:

1.1 Unknown visitors who clicked on a tracking link If you set up a Facebook ad campaign, or another type of campaign, you might want to learn more about the behavior of your visitors, even if they are not in your contacts list.

This option allows you to track this kind of visitors and fire events for them.

Later,

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