Editing Marketing Dashboard

'''Navigation:''' [[Main_Page]] > [[Account, Billing, & Setup]] > [[Get Started with Account Settings]] > Marketing Dashboard

= About the ActiveCampaign Marketing Dashboard =

== Introduction ==

The '''ActiveCampaign Marketing Dashboard''' provides a quick, customized overview of your key marketing metrics the moment you log in. It's the centralized homepage for all users across applicable subscription plans — including Starter, Plus, Pro, and Enterprise — provided your account was created on or before July 23, 2025.

The dashboard is made up of several configurable '''widgets''', each displaying summarized insights for areas like [[Contacts]], [[Campaigns]], [[Automations]], and interaction trends. These overview elements empower users to make data-driven decisions quickly, without having to navigate deeply into individual reports.

Being the first visibility point in your marketing workflow, the Marketing Dashboard brings awareness and control to all types of ActiveCampaign users and enables faster action and performance monitoring.

== How to Access the Marketing Dashboard ==

The Marketing Dashboard is the default home screen shown immediately after you log into your ActiveCampaign account. No additional navigation or setup is required to begin using the dashboard — simply log in, and you’ll land on this feature.

== 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'''.

== Configuration Options and Settings ==

The dashboard allows significant visual flexibility through:

* **Drag-and-drop layout control** for widget positioning
* **Visibility toggles** via gear icon checklist
* **Real-time updates** across widgets as campaigns, automations, and contacts evolve
* Optional widgets depending on linked features or bundles

If your account includes the Marketing and Sales CRM bundle or [[Integrations|Deep Data Integration]], additional widgets (detailed below) may be available.

== Best Practices and Tips ==

* '''Customize your dashboard''' layout early on for optimal efficiency. Prioritize widgets that match your day-to-day workflows.
* '''Hide unused widgets''' to remove noise and improve focus.
* Use the '''Create button''' regularly as your shortcut hub into actions like campaign creation or contact management.
* '''Monitor Interaction Rates''' weekly to track campaign effectiveness and adjust strategies.
* Set your '''Top Contacts widget view''' to "contact score" to target high-value leads in your [[Email_Marketing]].

== Common Use Cases with Examples ==

=== Example 1: Campaign Monitoring ===

A marketer logs in daily to the dashboard to check if new [[Email_Marketing|email campaigns]] are receiving high open and click rates using the '''Interaction Rate''' widget. A drop in engagement prompts them to optimize subject lines or send times.

=== Example 2: Sales and Marketing Alignment ===

A sales manager using the Marketing and Sales CRM bundle spots new opportunities flowing into the '''Pipelines widget'''. They use the dropdown to filter to "This Month" and notice a lead surge tied to a campaign that can now be amplified.

=== Example 3: Contact Growth Tracking ===

A business strategist views the '''Contacts widget''' to compare "All Contacts" versus "Active Contacts", keeping an eye on database health and pruning inactive records as needed.

== Troubleshooting ==

=== Why don’t I see the Marketing Dashboard? ===

* This feature is only available for accounts created on or before July 23, 2025. Users of newer accounts may see a different landing page.
* Ensure you're logging into an applicable subscription plan (Starter, Plus, Pro, or Enterprise).

=== I’m not seeing some widgets that I know exist ===

* Use the gear icon to check if the widget is unchecked in the visibility list.
* Make sure you have integrated features like Sales CRM or Deep Data, where applicable.

=== Can't click widgets to access deeper reports ===

* Some widgets like "Contact Trend" are clickable and redirect to reports.
* If you're experiencing issues, try refreshing your browser or clearing any UI pop-up blockers interfering with link behavior.

== Related Features ==

* [[Contacts]]
* [[Campaigns]]
* [[Automation]]
* [[Email_Marketing]]
* [[Reports]]
* [[Account, Billing, & Setup]]
* [[Settings]]

== See Also ==

* [[Get Started with Account Settings]]
* [[About the ActiveCampaign Sales CRM Dashboard]]
* [[Intro to Custom Reports]]
* [[Contact Trend report explained]]
* [[Reports]]
* [[Integrations]]

== FAQ ==

=== Who can access the Marketing Dashboard? ===

Any user on the Starter, Plus, Pro, or Enterprise plan whose account was created on or before July 23, 2025.

=== Can I customize which widgets I see? ===

Yes, use the gear icon at the top right to select/deselect widget visibility. You can also rearrange the widget layout using drag-and-drop functionality.

=== What is the "Create" button used for? ===

The "Create" button allows quick access to starting new campaigns, contacts, lists, and deals (if you have the Marketing and Sales CRM bundle).

=== Why does my dashboard include different widgets? ===

Some widgets, like "My Tasks" and "Pipelines," appear only if your account includes the Marketing and Sales CRM bundle or is integrated via [[Deep Data]] connections.

=== What does the "Interaction Rate" show me? ===

It reflects the average number of opens and clicks across your 10 most recent campaigns—useful for engagement trend analysis.

=== How do I hide widgets I don’t use? ===

Click the three-dot menu in a widget and select "Hide the widget," or use the gear icon checklist to manage all widget visibility.

=== Can I use the Marketing Dashboard as a reporting tool? ===

Yes, it offers top-level insights and links to deeper reports (such as the Contact Trend report). However, for fully customized data, consider using [[Custom Reports]].

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[[Category:Account, Billing, & Setup]]
[[Category:Get Started with Account Settings]]