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Getting Started

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

My Account Settings

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

Core Features

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

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

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

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

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

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

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Importing Members

Importing Members

IMPORTANT: You will need to import members prior to setting your payment option. Members can not be imported after payment settings are selected.

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Updated on May 5, 2022

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