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 limits work in Platformly

Accepted Answer

Every Platformly account has its own limits based on the subscription plan and possible add-ons.

You can increase your limits by upgrading to a higher plan or, if you want to increase the limit in a specific section, you can purchase an add-on.

Limit Types

There are 2 types of limits:

1) Fixed Limits

These limits are fixed, which means they are not reset every month. They are global limits, per account - no matter the number of projects created.

2) Recurring Limits

These limits are recurring, which means they are reset every 1st of the month.

Account Limits

Here is a quick summary of the different limits within a Platformly account:

Contacts

||| Type: Fixed Limit Number of contacts that you can add/store within your account.

You get closer to the limit every time you add a new contact. Contacts can be imported, added manually, added via an optin form, added via API…

Emails

|| Type: Recurring Limit (reset every month) Number of emails that you can send every month via the default Platformly mailer.

You can overwrite this limit by adding one or several 3rd party sending mailer(s), like SendGrid or MailJet for example, and send emails via those mailers instead of ours. Learn more here…

Link Visits

|| Type: Recurring Limit (reset every month) Number of (unique) people/clicks for your tracking links, per month.

Every visitor that clicks on

Question 6

How to Send a Broadcast with Platform.ly

Accepted Answer

| In this video we look at using segments and tags when sending broadcast emails using PLY

${youtube}Send a Broadcast

00:01 In this video we're going to take a look at sending a broadcast email.

00:04 So to do that, hover over messages and go to send a broadcast. Now here, you're going to be met with some options. So, we're going to send an existing email, but if you haven't created email yet, then you'd click create new email and send.

00:19 So in our case, we have the email so we'll click send existing. From there, your first step is to choose the email you want to send. We're ready to invite some users now, so we're gonna select that option. We're gonna leave this the same, but you can change this if you want to.

00:38 And then we're gonna select who we're gonna send this broadcast to. Let's quickly talk about these features here. So what you can do is you can select are in segments or are not in segments, or have these tags or don't have these tags. So I want to target people for example who are not in a segment, but who do have a tag.

01:01 So what we're going to do is we'll do it the other way around. So we'll do have below tags. Once you add that you have to click plus, and then we're gonna select what tags we want.

01:11 We select the tag, and it loads the number of contacts we're gonna send it to. And then what we're going to do is we're going to from the drop down on not in segments, we'r

Frequently Read Articles

Browse All Categories