About the ActiveCampaign Marketing Dashboard

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About the ActiveCampaign Marketing Dashboard

The ActiveCampaign Marketing Dashboard is a crucial hub for tracking key performance metrics within your marketing campaigns. It serves as the first page you encounter upon logging into your ActiveCampaign account. This dashboard not only provides a quick visual summary of your marketing activities but also enables you to manage your interactions and tasks effectively. Understanding how to utilize this dashboard can enhance your ability to engage with contacts, optimize campaigns, and streamline your marketing efforts.

How to Access the Marketing Dashboard

To access the Marketing Dashboard, simply log into your ActiveCampaign account. Upon successful login, the Marketing Dashboard is displayed automatically as your home screen. Here, you will find various widgets that encapsulate the key metrics and insights relevant to your marketing operations.

Step-by-Step Instructions

1. **Log into your ActiveCampaign account.** 2. Upon logging in, you will be directed to the Marketing Dashboard.

Using the Dashboard Widgets

The Marketing Dashboard consists of several widgets that serve specific purposes:

• **Create Button:** Located in the upper right corner, this button allows you to:

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

• **Contacts Widget:** Displays your total number of contacts. You can switch between "All" contacts and "Active" contacts using the dropdown.

• **Contact Trend Widget:** Offers a visual summary of your account's overall number of contacts over time. Clicking this widget redirects you to the Contact Trends report for a more detailed view.

• **Top Contacts Widget:** Displays the most active contacts in your account based on recent interactions or contact score points.

• **Campaigns Widget:** Provides a quick overview of ongoing campaigns, allowing you to check their status or create new ones.

• **Manage Templates Widget:** Access your marketing templates here, or manage them from the Campaigns overview page.

• **Automations Widget:** View recent automations, check their status, and see how many contacts have entered and completed each automation.

• **Interaction Rate and Interaction Trend Widgets:** The Interaction Rate displays the percentage of opens and clicks across your last ten campaigns, while the Interaction Trend illustrates this percentage over a longer timeframe.

Moving, Adding, and Hiding Widgets

To customize your dashboard:

1. **Moving Widgets:** Click and drag the widget to a new location; blue boxes will appear indicating potential drop zones. 2. **Adding or Hiding Widgets:**

  * Click the gear icon at the top right of your screen to open the widget options. Check or uncheck the boxes to add or hide widgets.
  * Alternatively, click the three dots on a specific widget and select **Hide the Widget**.

Configuration Options and Settings

The Marketing Dashboard offers various configuration options, and understanding these can enhance your dashboard experience:

• **My Tasks Widget:** Available for users with the Marketing and Sales CRM bundle. It provides a personalized summary of tasks for each user accessing the Sales portion of the platform.
• **Pipelines Widget:** Also for users with the Marketing and Sales CRM bundle, this widget summarizes how many new deals have entered over time. You can select different timeframes for reporting.
• **Ecommerce Dashboard:** If a Deep Data integration is set up, you will see an additional Ecommerce dashboard on the home screen, which includes metrics to help you understand growth drivers and effective channels.

Best Practices and Tips

To maximize your use of the Marketing Dashboard, consider the following best practices:

• Regularly review your **Top Contacts** widget to identify valuable contacts that engage frequently with your content.
• Utilize the **Interaction Rate** and **Interaction Trend** widgets to evaluate your marketing efforts and adapt strategies for improvement.
• Customize your dashboard layout to showcase the most pertinent information first, making it easier to monitor your marketing activities.

Common Use Cases

Here are a few common scenarios where the Marketing Dashboard proves invaluable:

• **Campaign Performance Overview:** Use the campaign-related widgets to consistently assess the status of your active campaigns and make timely adjustments.
• **Contact Management:** Regularly check the **Contacts Widget** to manage your contact lists, focusing on both active and inactive contacts.
• **Sales Tracking:** Utilize the **Pipelines Widget** to keep track of sales transactions and deal progress, ensuring you maintain a healthy engagement workflow.

Troubleshooting

In case you encounter issues with the Marketing Dashboard:

• If widgets aren't displaying correctly, try refreshing your browser or logging out and back in.
• Ensure all settings are configured properly in line with your account type (Starter, Plus, Pro, Enterprise), as some functionalities are plan-specific.
• If you cannot find certain widgets, revisit the gear icon settings to ensure they are checked for display.

FAQ

What is the ActiveCampaign Marketing Dashboard?

The Marketing Dashboard is the home screen of your ActiveCampaign account, showcasing important metrics and widgets related to your marketing activities.

How do I create a campaign from the dashboard?

You can easily create a campaign by clicking the **Create** button located in the upper right corner of your dashboard.

Can I customize my dashboard?

Yes, you can move, add, or hide widgets according to your preferences to create a layout that best suits your needs.

What do the Interaction Rate and Trend widgets show?

These widgets provide insights into the average percentage of opens and clicks over your last ten campaigns and over a longer period.

How can I access my tasks?

If you have the Marketing and Sales CRM bundle, the **My Tasks Widget** summarizes your tasks directly on the dashboard.

What do I do if a widget isn’t displaying?

Try refreshing your page or checking the widget settings via the gear icon to ensure it is selected for display.

Is the Ecommerce dashboard available for all accounts?

No, the Ecommerce dashboard is only available if you have set up a Deep Data integration with ActiveCampaign.

The ActiveCampaign Marketing Dashboard is an essential resource for marketers looking to gain valuable insights into their campaigns and manage their contacts effectively. By understanding and leveraging the various features of the dashboard, you can make informed decisions that drive your marketing success.