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Everything you need to know about Platform.ly's CRM: how to add and manage contacts, segments, tags...
Connect Platform.ly to a 3rd Party Landing Page or Optin Provider
Platform.ly Help Desk - 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...
How to Import your Contacts into Platform.ly
Platform.ly Help Desk - In this short video we're going to show you how to import contacts into Platform.ly. There are two places where you can import contacts.
How to create a valid CSV file
Platform.ly Help Desk - Are you experiencing problems when uploading a CSV file to Platform.ly? Please follow these recommendations...
Segments & Tags Explained
Platformly allows you to create and use both segments and tags. Not sure what those are and how to use them? This short article will help you get a better understanding and benefit from these simple yet powerful features. Segments Segments are like lists. For example, if you run a SaaS or another type of subscription-based business, you could have the following segments: Active Members Cancelled Members Refunded Members If an active member cancels his subscription, he could be auto
Import your unsubscribes list
So in this video we're going to have a look at how you can import your unsubscribe lists. So why would you want to do this? Let's say that you've used some other list cleaning service that doesn't have direct integration with us, or let's say that you're moving over from another service and they allow you to