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