Dashboard¶
The Dashboard is the first screen after you sign in. It shows whether your workspace is ready to send, how much sending capacity you have today, and how your latest campaigns are doing, with shortcuts to the screens you use most.
Who can use this¶
Everyone in the workspace: owners, managers and members.
Before you start¶
Nothing. A new workspace shows an empty Dashboard with a setup checklist.
Key concepts¶
What's on the Dashboard¶
| Area | What it shows |
|---|---|
| Welcome back banner | A greeting, quick buttons (Leads sheet, Create campaign, Connect mailbox) and headline figures: Sending mailboxes, Today's volume, Enrolled leads and Campaign activity. |
| Get ready to send | The setup checklist: Connect a mailbox, Add your audience, Create a campaign. It shows All 3 complete when you are done. |
| Workspace overview | Tiles for Mailboxes, Daily capacity, Leads and Campaigns. A tile says Action needed when something needs you, for example a mailbox that is Not connected. |
| Recent campaigns | Your latest campaigns with their status (Draft, Preparing, Ready to review, Scheduled, Sending, Paused, Completed, Archived). Select View to open one, or View all for the full list. |
| Workspace shortcuts | Quick links to Mailboxes, Leads sheet, Templates and Settings. |
Daily capacity is the total number of messages your connected mailboxes may send today under their daily limits. It is a safety ceiling, not a target.
How to use the Dashboard¶
Finish setting up a new workspace¶
- In Get ready to send, select Connect a mailbox and follow Mailboxes.
- Select Add your audience to upload a CSV into a lead list. See Imports.
- Select Create a campaign. See Your first campaign.
Check today's sending¶
Look at Today's volume and Daily capacity. If capacity is low, a mailbox may be paused or need attention; open Mailboxes to check.
Rules to know¶
- Figures refresh automatically. While they update you may see Updating stats.
- If part of the Dashboard can't load you see "Some workspace data could not be loaded." Your saved data is safe; select Try again.
Common questions¶
| Symptom | Cause | What to do |
|---|---|---|
| The checklist still shows Connect a mailbox after I added one | The mailbox was saved but its connection or readiness checks are not complete | Open the mailbox details and complete Sending readiness. See Sending domains. |
| Daily capacity is 0 | No mailbox is ready to send, or every mailbox is paused | Open Mailboxes. |
| A campaign shows Ready to review | Its messages are prepared but it has not been launched | Open it and finish Review and launch. |
