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Getting Started

2

Step 1: Setup Your Platform Account
Step 2: Design A Platform You Want For Your Business

My Account Settings

7

Best Practice: Your Platforma Account
Platforma Support Hub
Add Your Profile Pic
Manage Billing
Updating Your Password
Password Reset
Notifications

Core Features

7

Online Course Feature
Coaching Support Hub Feature
Shopify Storefront Feature
Newsfeed Groups Feature
Video Content Feature
Auto Training Quiz Feature
Calculator Feature

Core Feature Settings

8

Selecting A Feature Icon
Feature Name
Feature Status
Feature Pricing
Creating A Hidden Feature
Intro Videos
Watch Pause Setting – Course Feature
Auto Lock Drip Setting – Course Feature

Integrations

13

Shopify Integration
Stripe Integration
AWeber Integration
ActiveCampaign Integration
Drip Integration
Mailchimp Integration
Getresponse Integration
Constant Contact Integration
Hubspot Integration
SendGrid Integration
Sendinblue Integration
MailerLite Integration
Zapier Integration

Member Management

9

Member Profile Data
Importing Members
Member Tags
Advanced Member Search
Bulk Member Actions
Updating A Member Email
Updating A Member’s Password
Delete A Member
Add An Internal Note To A Member’s Profile

Member's Area Settings

8

View Your Member’s App
Connecting A Domain
Adding A Feature
Send A Member Wide Broadcast
Tracking: Google Tag Manager Script
Tracking: Facebook Pixel
Change Feature Menu
Member Dashboard Announcement

QA's, Advice, & Troubleshooting

2

Can’t Login to my Platforma Account.
How can I add 2fa or two-factor access for my account?

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Getting Started

Getting Started

Step 1: Setup Your Platform Account
Step 2: Design A Platform You Want For Your Business

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