Dashboard 101

How to use the DASHBOARD tab

Christi avatar
Written by Christi
Updated over a week ago

We've created a simple way to see all of the campaigns you have running.

Now let's get to learning how to navigate your DASHBOARD tab.

The DASHBOARD tab will show you "Active and Upcoming" at the top of your screen, with the months underneath. You can select a month to be taken to any campaigns you have scheduled within that month. Your campaigns are organized here based on when you rocked the campaign or when you scheduled your campaign to begin. 

Your DASHBOARD will also show "Utility Campaigns". Typically what shows here are your opt-in landing pages, which do not require any date to be chosen.

You will also see "Expired and Undated Drafts". These are campaigns that are still in draft mode (not yet published) that do require dates but have not had dates chosen for them yet.

On the right side of your screen, you will see "Action Items" that the Dashboard is recommending for you. Below this, you will be able to see a timeline of your "Recent Activity".

On the left side of your screen you will see "Launch New Campaigns" you can click on different campaign types to search and launch new campaigns (For full filtering and searching ability please visit your Campaign Library tab ). At the bottom of the left side of your screen, you will notice "Single Actions", this is where you can create custom emails, text messages, and social media posts that are separate from any campaign. This function can also be found under the Calendar tab > add new.

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