How to... Dashboard

            The Contacts Dashboard is an information zone. Here you can check your Contact, Group and Segment totals, add Contacts, find Help Guides like this one, keep track of and read import and export reports, and view your Contact population flow data.

             

            Welcome: How to get help

             

            The Welcome area is all about getting you settled in without taking up too much of your valuable time! This consists of a very short introduction to the Dashboard followed by colourful direct links to the most popular PDF guides and a link to our full Knowledge Base.

             

            These guides are designed to be short, quick reference skim-reads. Fear not the long-winded booklet of doom! Seriously, we just want you to feel happy here.

             

            Account Metrics: Information at-a-glance

             

            This quick-glance information tells you the number of Contacts in your Account, the number of Groups and the number of Segments. You can also Add Contacts directly from the Dashboard, be it just the one or a file import.

             

            On certain types of Account you can also see your current Active Contact count in traffic light colours to warn you when you’re close to running out.

             

            Feeds: Imports, Exports and Reports

             

            The Import Feed lists all ongoing and previously imported Contact data files in chronological order. During the import process you will see a progress bar, a percentage indication and a spinning loading icon on the right.

             

            Once an import is complete you can click straight through to each Group you have imported into, or view a full Import Report by clicking the green pie chart icon. Reports are available for up to 2 weeks, after which the pie chart icon is replaced by a grey cross icon.

             

            Similar to the Import Feed, the Export Feed shows you all ongoing and previously exported Contact data files. Clicking on the text link or the green download icon allows you to re-download previously exported data files.

             

            If you’re importing or exporting particularly large files and are waiting for them to complete, the Feed will indicate when they are ready.

             

            For more information (including screenshots) and a downloadable copy of this guide please visit 'How to...Dashboard'

             

             

            Updated: 31 Mar 2019 10:21 PM
            Helpful?  
            Help us to make this article better
            0 0