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

• 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

• 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

• 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

• 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

• UI Settings - Customize Your User Interface

  Transcript In this video, we're going to look at how to control the app settings and the UI settings for your Platformly account. The reason why we created this functionality was because different people require different sizes and prefer different looks. The way you access this is, from an admin account, you go to "Your Profile" and then the "UI Settings" tab. Now, from here, you'll be able to see all the different funFew readers