How To Get Started With Platformly

00:03 Hello and welcome to Platformly which is an all-in-one suite for your business marketing automation. In this short video, I’d like to show you the main Platfomly features and how to navigate your account.

00:15 To switch between different Platformly features and projects you can use the navigation bar.

00:24 The first feature that you always see after login to your account is business dashboards. Here you can track all of your business metrics from a single place.

00:39 Tracking allows you to create and manage tracking links for your marketing campaigns.
Contacts is a hub for all of your customers and leads. It’s a marketing CRM that contains information about all interactions with your contacts. Here you can segment them and review all communication.

01:00 In Messages you can create and edit emails for your marketing campaigns. Here you can find a drag-and-drop email builder to create awesome emails.

01:17 Automations is a key feature at Platformly. With automations builder you can easily create any automation you can think of. Also, you have an opportunity to choose automation from the template or create a new one from scratch. Send the right messages to the right people that are always on time. Here at Forms you have two significant features which are Optin Forms and Landing Pages. With Optin Forms you can easily build the lead capture forms that will help you to grow your email list instantly.

01:57 With Landing Page Builder you can create beautiful custom pages to convert even more leads that you did before.

02:14 In Reports you can find dozens of useful metrics on how your business is performing. Here are some must-have reports for every business that we recommend you to start with: sales, tracking, and emails. You can always get support or request a feature from this menu.
Here you can find more information about Platformly integrations and features. Hope this information helped you to understand better how to navigate your Platformly account. In the next videos, I’ll show you how to set up your first campaign at Platformly and automate your marketing processes immediately.

Updated on: 16/01/2020