Platform.ly Helpdesk

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• How limits work in Platformly

  Every Platformly account has its own limits based on the subscription plan and possible add-ons. You can increase your limits by upgrading to a higher plan or, if you want to increase the limit in a specific section, you can purchase an add-on. Limit Types There are 2 types of limits: 1) Fixed Limits These limits are fixed, which means they are not reset every month. They are global limits, per account - no matter the number of projects created. 2) Recurring Limits These limPopular

• How To Setup Projects At Platformly

  00:00 Hi, Julien here from Platformly. In this video, I’m going to show you how to create a project in Platformly. 00:05 First, what’s a project? A project is like a folder. Imagine you run a SaaS business, but also have a side project you just started. In this case, you could create 2 projects: 1 for your main SaaS business, 1 for your side project. If you’re in eCommerce and run a few online stores, you could create a project forFew readers

• Checking Platformly Reports (Sales, Email, Link Tracking, etc)

  00:01 Platformly comes with advanced reporting to cover each action in your business. This includes full sales reporting, link tracking reports, email reports, event reports, funnels, advertising. Let’s take a look at each report section separately. 00:20 This is the section where you can view all your sales reports. You can see reports about your gross sales, income breakdown, growth, run rate, churn, aveFew readers

• Adding And Managing Team Members At Platformly

  00:00 Hi, Julien here from Platformly. In this video, I’m going to show you how to create a user account. As the owner of your Platformly account, you can indeed create user accounts, for your colleagues, business partners or even clients. 00:16 Imagine you partner up with Mark on a new SaaS project. You could create a user account for him, and give him access to this specific project in your Platformly account. Imagine yFew readers

• How To Get Started With Platformly

  00:03 Hello and welcome to Platformly which is an all-in-one suite for your business marketing automation. In this short video, I’d like to show you the main Platfomly features and how to navigate your account. 00:15 To switch between different Platformly features and projects you can use the navigation bar. 00:24 The first feature that you always see after login to your account is business dashboards. Here you can track all of yourFew readers

• Shortcut Menu

  The Shortcut Menu allows you to start a specific action from any page of the user interface. To open this menu, click on the 3-dot button located at the bottom right of the user interface. Shortcut Menu Please note that this button is visible only when you have selected a specific project in the project selector at the top left of the user interface. For example, if you are in the 'ContacFew readers