The stages of setting up my platform
²Have you just created your platform?
Follow these 9 steps and you can open your platform to the public and start marketing your products.
Each launch of a new platform requires precise configuration in order to:
- integrate your graphic identity
- deliver the right message to your users
- choose the features your users need to operate on your platform
The stages of creating my platform
When you create your platform with Particeep, it is not referenced by search engines and is inaccessible to the public.
You can therefore personalize it as you wish, then open it to the public at the appropriate time.
The key steps are as follows:
- Configuration and choice of functionalities
- Creation of the customer knowledge form
- Setting up risk profiles
- Creation of content pages and modify the design of my platform
- Creation of investment support
- Creation of dynamic documents to be signed
- Configure and edit notifications
- Customization of the domain name
- Connection of an online payment system (Optional)
- Activate partner spaces (Optional)
- Activate automated checks on documents, on users