Go to website
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 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...
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.
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
Platform.ly Help Desk - In this video, we'll show you how you can import your unsubscribe lists into Platformly...
Setup Segments & Tags At Platformly
00:00 Platformly allows you to create and use both segments and tags. Not sure what those are and how to use them? This short video will help you get a better understanding and benefit from these simple yet powerful features. 00:18 Let’s start with segments. Segments are like lists. For example, if you run a SaaS business, you could have the following subscription plans: Premium Active, Ultimate Active, Ultimate Canceled, Premium Ca
How To Navigate & Manage Platformly CRM
00:00 Once you uploaded your contacts into Platformly and segmented them it’s time to check what our marketing CRM is capable of. Here in the right corner, you can search for specific contact, company or other information using keywords. For example, let’s search for a client with username Robert. 00:23 If you want to filter your contacts by segments, emails they received, automations they are part of, activity, lead score, and
How to use Custom Fields in Platformly
How to use Custom Fields in Platformly Platformly's CRM provides you with several common default fields in the Contacts section, for example: First Name Last Name Email Address Company Name Website Address Phone Number Address City Country In addition to the default fields, you can also add your own fields, via the Custom Fields section located in the CRM menu. 1
How to Export Contacts from Platformly
How to Export Contacts from Platformly? Under the CRM tab, select Contacts. Select the contact(s) that you want to export. Select Export. You will then be able to select the data that you want to export and the file type (CSV or TXT).