Platform.ly Helpdesk

• English

Go to website

• 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.Popular

• Connect Your Payment Processor To Platformly (Stripe)

  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,Popular

• 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...Popular

• 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 theSome readers

• 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 PFew readers

• 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.platfFew readers

• 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 IncoFew readers

• 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.ioFew readers

• 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](htFew readers

• How to connect Contact Form 7 to Platformly

  Transcript Hi, Alek here from Platformly. In this tutorial video, I'm going to show you the steps to connect Contact Form 7 with Platformly. As you know, in Platformly we have webhooks that accept data and based on that data, you can do specific actions to your contacts. In order to connect Contact Form 7 to Platormly, because by default, Contact Form 7 doesn't have webhooks. We need a middle plugin that is going tFew readers

• What Events Do You Need to Approve for Stripe Integration?

  What Events Do You Need to Approve for Stripe Integration? In order to successfully import sales data and have access to key metrics, graphs and Sales Report in your Platformly Dashboard from Stripe, you need to make sure when you are connecting your Platformly account to Stripe, the following event groups from Stripe are approved when adding a webhook endpoint: Charge Events Customer Events Invoice Events You can read more about how to connect your Platformly account to Stripe [herFew readers

• Connecting Platformly with Shopify

  What is Shopify? Shopify is a subscription-based e-commerce platform that allows you to set up an online store and sell products. It offers you a way to quickly launch an online store and start selling to customers, wherever they are. Now with Platformly CRM's integration with Shopify, you can get an overall view of your store's performance in one place and: Automatically import customer and sales data into Platformly Set up automated email campaigns and more Insert product informFew readers

• How to connect Jotform to Platformly

  What's JotForm? JotForm is a powerful yet easy-to-use online app that allows you to quickly create custom online forms. Their intuitive, drag-and-drop user interface makes it super easy to build forms, without any technical knowledge required on your part. How does this integration work with Platformly? This integration allows you to collect basic lead information (name and email address) through JotForm and do advanced lead segmenting and tagging based on user answers. How to coFew readers

• How to connect Facebook Lead Ads to Platformly?

  It is possible to connect your Facebook Lead Ads to Platformly via Zapier. Once connected, you can set it up so that when you receive a new lead from Facebook Lead Ads: The lead is automatically added as a contact in your Platformly CRM; Specific segments or tags are applied to the new contact. To do this, from within your Zapier account, follow these steps: Connect your accountsFew readers