Editing Marketing Dashboard (section)

== Step-by-Step Instructions ==

=== Using the Dashboard ===

As soon as you're logged in, you’ll see a screen composed of several dashboard widgets. Here’s how you can interact with the key components:

==== Create Button ====

In the upper-right corner of the dashboard, you'll see the '''Create''' button. Clicking this reveals shortcuts to:

* '''Create a campaign'''
* '''Add a contact'''
* '''Add a deal''' (available with the Marketing and Sales CRM bundle)
* '''Add a list'''

This button acts as a productivity launcher for frequently needed actions.

==== Contacts Widget ====

Displays the total number of '''contacts''' in your account. Use the dropdown on the widget to toggle between:

* '''All Contacts'''
* '''Active Contacts'''

This widget helps monitor contact growth and database status at a glance.

==== Contact Trend Widget ====

Provides a simple visual graph summarizing your '''contact growth over time'''. Clicking this widget redirects you to the detailed [[Contact Trend report explained|Contact Trends Report]].

==== Top Contacts Widget ====

Shows your most active or engaged contacts. Default view is based on most recent interactions. You may use the dropdown menu to select an alternative view sorted by contact score point totals.

==== Campaigns Widget ====

A quick-access component that lets you view:

* Campaigns in progress
* Campaign statuses
* Option to create a new [[Campaigns|campaign]] directly

This widget enhances visibility into current and past campaign performance.

==== Manage Templates Widget ====

Provides fast entry to existing templates. From here, access or edit templates, or proceed to the Campaigns overview page to manage them collectively.

==== Automations Widget ====

Displays your most recent [[Automation|automations]], including their:

* Status (active/inactive)
* Number of contacts who entered and completed the automation

This widget keeps your automated workflows visible and monitored.

==== Interaction Rate and Trend Widgets ====

* '''Interaction Rate Widget''' shows the percentage of opens and clicks averaged across your last 10 campaigns.
* '''Interaction Trend Widget''' provides a historical comparison across a broader time frame.

These widgets are valuable for gauging engagement performance.

=== Rearranging Dashboard Layout ===

You can personalize your dashboard layout by moving, adding, or hiding widgets.

==== To Move a Widget ====

1. Click and hold down on the widget you want to move.
2. Drag it to your preferred location.
3. Blue boxes appear to indicate valid drop zones.

==== To Add or Hide a Widget ====

1. Click on the '''gear icon''' located in the top-right corner of the dashboard.
2. A list of all available widgets will appear.
3. Use the checkboxes to show/hide widgets.

Alternatively, to hide an individual widget:

1. Click the '''three-dot menu''' on that widget.
2. Select '''Hide the widget'''.