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Chrome Extension, WP Plugin and other apps support articles in this section
Connecting Zapier with Platform.ly
If you want to connect Platformly to a service that we currently don’t have a native integration for, you can use Zapier! Zapier combines Triggers (like "New Contact") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. These combos — called "Zaps" — complete your tasks automatically. The following Platformly Triggers and Actions are supported by Zapier: Triggers: Triggers when a new tag is created.
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Chrome Extension: How to setup & quick overview
Platform.ly Help Desk - In this video, we're going to show you how to set up the Platform.ly Chrome extension and explain you what you can do with it...
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Connect Platformly With Other Apps (Integrations)
00:00 You can connect your favorite tools to Platformly to get a full picture of your business using integrations. 00:07 At Platformly you can find any integration you may think of: analytics, marketing, monitoring, sales, social media, etc. 00:16 All active integrations for your account you can see in this tab. To connect an integration you have to just click the one you want to connect with Platformly and follow the
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Install & Use Platformly WordPress Plugin
00:02 The Platformly WordPress plugin provides you with a quick and easy way to add your Platformly opt-in forms and landing pages to your WordPress site or blog, as well as track events and more. To start using it, first of all, you need to install Platformly WordPress plugin. You can do it this way. 00:20 Click “Plugins” then click “Add New” then “search for plugins”, enter “Platformly”, click enter and you see here is our P
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Connect Your Payment Processor To Platformly
00:00 Hi. Alek here from Platformly. In this video I'm going to show you how to connect a payment processor to your account. Within your account, navigate to your profile and then set up. From the sub menu, we need to choose payment processors. Click on this button here, add first payment processor, or you can also use the button on the right. Once you click a form will pop up, and here we need to choose the processor name,
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WooCommerce Integration in Platformly
Our Platform.ly for WooCommerce WordPress plugin allows you to: Easily connect WooCommerce to Platformly Automatically import customer data in Platformly Set up automated abandoned cart campaigns and more Insert product information in your emails in just a few clicks Access detailed customer reporting (including customer lifetime value) Further readings: [Platformly Now Integrates With WooCommerce!](https://www.platf
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Clearout.io Integration with Platform.ly
Platformly integrates with Clearout.io, which is a bulk email validation and email verification service. This integration allows you to verify your email lists (your full list, or specific segments and/or tags) through the Clearout validation and verification system, to get rid of spam traps, hard bounces, disposable emails and catch-all emails, directly from Platformly. Once connected, you can run checks manually, or automatically, by activating the automation option. ${youtube}[Clearout.io
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Projects Overview
The Projects Overview section is where you can see the important stats for ALL your projects in the form of tables, as shown below: Projects Overview To access the Projects Overview section, select "ALL PROJECTS" in the project selector located at the top left of the user interface. Then, click on "Dashboards" in the top menu. Here are the stats available: Total Contacts Total Net Inco
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Slack Integration
Our Slack integration allows you to perform a number of actions in Platformly such as creating a new contact or creating a new deal, directly from your Slack Channel via a command or shortcut. You can also send periodic notifications to your Slack Channel and notify your team members on Slack when something happens using Platformly's Automations or Automation Rules. How to connect Platformly to Slack [Log into your Platformly account](ht
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