For exactly that reason, this article will give you a broad overview of your dashboard and the options on your left sidebar that you can use to access your platform’s features. Please note that availability of certain features depends on your individual plan.
Let’s get started!
The left sidebar is where you have a menu list of all sections available:
Right now, we have dashboard selected. On the right, you have the main view, which currently shows your dashboard, which is where you’ll find general reports for your contacts, pipelines, and more:
Scroll down on your dashboard view and you’ll see other statistics and metrics.
If you have multiple accounts on your platform, you can click on the drop-down menu to switch accounts:
Directly below, there is a convenient search bar. Enter a contact’s name to quickly access their details, add opportunities, or see payment information.
The next area is Quick Actions. This lets you add a contact, create an appointment, send a review request, or create an opportunity:
Look below Dashboard on the left menu and you’ll find Conversations. When you open up the Conversations view, you’ll find a unified communications center that has all communication with your contacts, including emails, SMS conversations, and other communication attempts.
Note that there are tabs at the top of the Conversations view:
Manual Actions - In campaigns, you will have the ability to set up manual actions such as manual calls. If done, your manual actions will be pending here until they are actioned one by one. Once the first task is completed, the next one will be triggered sequentially.
Templates - Construct email and SMS templates to be used throughout your automation campaigns.
Trigger Links - Preloaded custom links that can be used in your campaigns. You can create links that trigger an action once clicked.
The next option in your left menu is Calendar.
The calendar section lets you access any of the calendars you've created in the platform. You can also view all your upcoming calendar events here.
Like Conversations, Calendar has a tab in the main view called Appointments - this shows all appointments booked within your platform.
Contacts is where all your contacts are stored in the platform. There are various ways of getting new contacts in. From importing a bulk list to using the marketing forms, this section is crucial in managing all your contacts.
The tabs in the Contacts option are:
Contact Request - Gives you an overview of contacts you have imported into the system. You will have the ability to revert any imports if any mistakes occurred.
Bulk Actions - Add your campaigns to a bulk number of contacts to save time.
Restore - Restore deleted contacts.
Manage Smart Lists - Lets you create smart lists with the data in your contacts area. You will have filtering options with the ability to save your filtering rules for later use.
Next up is Opportunities. This is where you track and update your contacts journey through each of your pipeline stages. The Pipelines tab shows the pipelines you’ve created.
Payments is where you create or view products. As you might have guessed, the Transactions tab lists all transactions for your products. And the other tab, Integrations, lets you connect Stripe or Paypal to process your product transactions.
Below the line, you have another set of left menu options, with the first being Email Marketing. This is where you can customize and build your emails.
You’ll notice that you also have Templates and Trigger Links tabs here, as well as an HTML Builder tab. This last one lets you build out HTML emails for use in your automation campaigns.
The Automation option is where you can design and automate tasks that previously were done by campaigns and triggers.
Note: If you still want to use campaigns and triggers instead of automation, you’ll need to enable this in Settings at the bottom left. After you click Settings, scroll down below your business info to the Enable/Disable Deprecated Features toggle, enable it, and click Update.
To build out marketing funnels, you’ll use the Sites option on the left menu, which has the following tabs in the main view:
Websites - Create multiple page websites using the builder.
Memberships - Create a membership site.
Forms - Create different types of forms to be embedded in your websites or used to capture visitor information.
Surveys - Create surveys for more detailed information capture.
Chat Widget - Enable your chat widget and customize its settings.
Next up is Reputation. The main view here gives you an overview of the reviews received and review requests sent, with the following tabs:
Requests - Send out review requests directly to contacts in your platform.
Reviews - View and reply to reviews on Google and Facebook.
Listings - Yext marketing services can be integrated here.
The last option on your left menu is Reporting, and it gives you detailed reports about your marketing campaigns, with these tabs:
Google Ads
Facebook Ads
Attribution Report - How many leads are converted to clients.
Call Reporting
Appointment Report - How many appointments are booked, confirmed, canceled, etc.
At the bottom of your left menu, you have Settings. This takes you into your platform’s main settings area for enabling features, choosing defaults, and many more options.
Hope this broad overview has given you a better idea of how your platform is structured and where you’ll find useful key features!