Platform.ly Helpdesk

• English

Go to website

• Simple Automations: Triggers & Conditions

  Platform.ly Help Desk - In this video, we're going to look at how you can create automations and how to set conditions and triggers...Very popular

• Setting up Webhooks

  Platform.ly Help Desk - In this video, we will show you how to set up webhooks, using Paddle as an example... You can use any other service that supports webhooks.Very popular

• Automation Builder Explained

  Here are a few concepts that can help users better understand how our automation builder works: TRIGGER A trigger is a procedure that initiates an action. Examples of trigger: When a contact is added to a segment When a contact opened an email When an event has been fired When a purchase has been made Once you have set up a trigger, you must choose an action, fork or integration... **ACFew readers

• Automation Rule Explained

  What is an Automation Rule? With Platformly, you can create an Automation Rule so that when the automation rule is triggered and condition met, a certain action or set of actions occurs. Automation Rules are the key to automate the flow between different Automations, connecting your flow and making it "automated full-proof". There are a variety of actions that can be set up, for example, Remove Contact from Segment, Add Tag to Contact, Change Deal Status and so on. Automation Rules are anFew readers

• How to remove a contact from an automation?

  How to remove a contact from an automation? There are 2 ways to remove a contact from an automation in Platformly: Automatically when the contact unsubscribes from the specific project or mailing list; Set up a Global Condition in the automation, for contacts to be removed from the specific automation when the condition is met. Automatic removal when a contact unsubscribes from a project or mailing list By default, when contacts receive an email through Platformly,Few readers