The dashboard provides functions to easily start a new process and manage any previously sent or created items. 


  • Create: Use one of the action buttons in the banner to create a campaign, create a template, or send a broadcast (Super Users will view a few additional items, like creating users)
  • Scheduled campaigns: List view of upcoming scheduled campaigns. Tick on the calendar icon to view the calendar
  • Unread Feedback: For templates that have the contact (feedback) section enabled, any unread feedback will appear here. A total count of unread will be shown in the corner of the widget. 
  • Recently Created or Sent items:
    • Campaigns - lists recently created or sent campaigns
      • View more information on hover with the ability to preview or copy. Simply click on a campaign card to navigate to the campaign page. 
    • Templates - lists recently created templates or those you have access to
      • View more information on hover with the ability to preview or use the template. Additionally, any templates with survey functionality will be shown separately. 
    • Broadcasts - lists recently sent broadcasts. Simply click on a broadcast card to open the broadcast page.


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