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

Landing Page Builder - User Guide

Accepted Answer

The landing page builder consists of 3 main areas:

Top menu (red): This menu is hidden by default, hover over the arrow to make it appear. Right-side menu (blue): This menu is visible by default and allows you to navigate between the main sections of the builder (templates, sections, elements, layout and options). Working area (green): This is the main area and where you will see the landing page you are building.

Top Menu

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

${youtube}<a href="eVy1H_8aa-4">How to connect Platformly to a 3rd party provider</a> 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}<a href="w21SAKuZAa0">Basic Events & Tracking Links</a> 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: Landing Page Builder - User Guide

<h1 id="navigation">Navigation</h1> The landing page builder consists of 3 main areas: <img src="https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/image01_1vqtmiz.png" alt="<" /> Top menu (red): This menu is hidden by default, hover over the arrow to make it appear. Right-side menu (blue): This menu is visible by default and allows you to navigate between the main sections of the builder (templates, sections, elements, layout and options). Working area (green): This is the main area and where you will see the landing page you are building. <h1 id="topmenu">Top Menu</h1> This menu allows you to come back to your list of pages, choose a name for your page, see a preview of the page, save the page you are working on, undo/redo the latest actions, clear the page, display page settings and toggle full-screen (which is not supported in some browsers, we recommend that you use the latest version of Chrome or Firefox). <h3 id="viewcontrols">View Controls</h3> With our page builder, you can control the look of your page from different points of view, to make sure the page looks good on both desktop and mobile (smartphones and tablets). The default view is the desktop view. We try to optimize the page for other views but it’s not always possible so checking all the different views before publishing the page is a good practice. There are a few shortcuts available to switch between the different views: CTRL + F1 - Desktop View CTRL + F2 - Tablet View CTRL + F3 - Mobile View Important: Almost anything you do to elements is “v

Q: Create And Publish Landing Page With Platformly

${youtube}<a href="xZYUnVJ6bsc">Create And Publish Landing Page With Platformly</a> 00:00 In this short video, I’d like to show you how Platformly landing pages work. 00:05 Our landing page builder allows creating an unlimited number of landing pages with no coding required. With our easy drag-and-drop builder and dozens of templates you can bring any campaign vision to life in a fraction of the time it would take with a developer. So, let’s explore the tool. 00:26 There are two options on how you can create your first landing page: Create a new landing page from scratch. Or here you can choose one of the existing templates. So, let’s try to build a landing page from a template. 00:41 First, let’s choose the template that we want to customize. 00:49 Here you can see the landing page builder. From the right side, you can choose other templates, sections, elements, layout, etc. as you want to change or customize. 01:01 So, basically, let’s try to change this existing template. You may click it two times to make some small changes. First of all, you can make the text bold, you can underline it if you want, you can change the size here, you can choose and change the color here. 01:28 Next, in existing landing pages you can easily change the images and existing templates. You just need to click here and click change image. If you have images in your vault, you can find them here and add, if you don’t, you can add a new one from your desktop. 01:50 Also, in the landing pages there

This menu allows you to come back to your list of pages, choose a name for your page, see a preview of the page, save the page you are working on, undo/redo the latest actions, clear the page, display page settings and toggle full-screen (which is not supported in some browsers, we recommend that you use the latest version of Chrome or Firefox).

View Controls

With our page builder, you can control the look of your page from different points of view, to make sure the page looks good on both desktop and mobile (smartphones and tablets). The default view is the desktop view. We try to optimize the page for other views but it’s not always possible so checking all the different views before publishing the page is a good practice.

There are a few shortcuts available to switch between the different views:

CTRL + F1 - Desktop View CTRL + F2 - Tablet View CTRL + F3 - Mobile View

Important: Almost anything you do to elements is “v

Question 4

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,

Question 5

Create And Publish Landing Page With Platformly

Accepted Answer

${youtube}Create And Publish Landing Page With Platformly

00:00 In this short video, I’d like to show you how Platformly landing pages work.

00:05 Our landing page builder allows creating an unlimited number of landing pages with no coding required. With our easy drag-and-drop builder and dozens of templates you can bring any campaign vision to life in a fraction of the time it would take with a developer. So, let’s explore the tool.

00:26 There are two options on how you can create your first landing page: Create a new landing page from scratch. Or here you can choose one of the existing templates. So, let’s try to build a landing page from a template.

00:41 First, let’s choose the template that we want to customize.

00:49 Here you can see the landing page builder. From the right side, you can choose other templates, sections, elements, layout, etc. as you want to change or customize.

01:01 So, basically, let’s try to change this existing template. You may click it two times to make some small changes. First of all, you can make the text bold, you can underline it if you want, you can change the size here, you can choose and change the color here.

01:28 Next, in existing landing pages you can easily change the images and existing templates. You just need to click here and click change image. If you have images in your vault, you can find them here and add, if you don’t, you can add a new one from your desktop.

01:50 Also, in the landing pages there

Question 6

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 Platformly. 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 Clo

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