Platform.ly Helpdesk

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• 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...Very popular

• 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...Very popular

• 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.Very popular

• 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 autoPopular

• Import your unsubscribes list

  Platform.ly Help Desk - In this video, we'll show you how you can import your unsubscribe lists into Platformly...Popular

• 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. 1Some readers

• 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 CaSome readers

• 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, andFew readers

• 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).Few readers

• How to set up Lead Scoring in Platformly?

  What is Lead Scoring? Lead scoring is the process of attributing a value to each action a lead can perform in your sales funnel. If an action leads your user closer to conversion, it adds a positive value to your lead score and if the action move the lead further away from conversion, then it adds a negative value. Once you add up all the values from each action, the result is your lead score which tells you how close your lead is to converting. How to set up Lead Scoring in PlatformlyFew readers

• How to use CRM filters in Platformly

  There are various filter options within the Platformly CRM that you can apply to your contact list. This makes it easier for you to group and categorize your contacts according to your own specific needs. You can also create a specific tab in your CRM for a specific filter as well as export a filtered contact list. How to use CRM filters in Platformly? In your contact list, select the "filter" icon which is located at the top right of the contact list. ![](https://storage.crisp.chat/uFew readers

• Common errors when importing a contact list into Platformly

  With Platformly it is very quick and easy to import a contact list into your CRM with a valid CSV file. You can find out how to do this here. If you experience any problems while importing a file please check the following steps: Is the file a valid CSV file? You can read more about creating a valid CSV file here.Few readers