Understanding the Dashboard - Online Help | Zoho Campaigns

Understanding the Dashboard

Introduction  to Dashboard in Zoho Campaigns

The Dashboard in Zoho Campaigns serves as the central overview of your account activity. It brings together key information such as email campaign performance, contact growth, mailing lists, automations, and subscription usage. It exists so that you can quickly understand how your marketing efforts are progressing.

When you log into campaigns, the dashboard acts as your starting point. Instead of navigating through different modules to check performance or activity, you can review important metrics and recent activity from one screen. Whether you want to check how a recent campaign performed, see how many contacts were added recently, monitor scheduled activities, or review plan limits, the dashboard gives you all that plus more.
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The dashboard is made to help you stay informed and make suitable decisions. It highlights the performance trends, shows the status of ongoing and drafted campaigns, displays contact segmentation details, and keeps track of your account related information such as subscription usage and upcoming activities.
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In this document, we’ll go through each section/feature of the dashboard in detail. You’ll learn what every widget represents, how to interpret the information shown, and how to customize the layout so you can focus on the data that matters the most to you.
  1. My Data - This view is unique to each Zoho Campaigns user. In this view, you can take a look at the number of sent email campaigns, mailing lists, contacts, and automations for your account.
  2. All Data -  This view is limited to administrators who can access all of the data for the organization. This view gives you the accumulated data from all accounts in your organization.
    Dashboard

Customizing your dashboard

You can customize your dashboard with your favorite widgets and choose what you want to see in the main display. In this section, we’ll go over each widget and its purpose.

To customize your dashboard:

  1. From the Navigation toolbar, choose Dashboard.
  2. Click the Customize Dashboard icon in the top-right corner.
  3. Choose the page (Page 1 or Page 2) you need to customize.
    Dashboard pages
  4. You've the following customizations available.
    • Choose dashboard page – Select the dashboard page you’d like to customize.
    • Adding widget – Drag and drop your favorite widgets from the Unselected Blocks panel on the right.
    • Moving widget – Click and drag a widget to the desired position.
    • Removing widget - Click and drag the widget to the Unselected Blocks panel.
  5. Click Save.

Recent Campaigns

This shows the performance of your recently sent campaigns through metrics such as the number of recipients, opens, and clicks. Click the View Reports button to see an in-depth analysis of each email campaign.


Email Campaigns Status

The Email Campaigns section is where you can find the email campaigns you've sent, scheduled, A/Band drafted.

Additionally, you can create email campaigns, social campaigns, or advanced campaigns by clicking the Create button in the upper-right corner.


Lists and Contacts

Here, you can find the number of mailing lists, contacts present in your account, recently added contacts, active syncs running, and the number of segments. 



Marketing and Non-marketing Contacts

This section of the dashboard helps you find out the number of Marketing and Non-marketing contacts that you have saved on your Campaigns account.


Your Plan

This is where you can see your current subscription plan along with the plan limits and usage for the month. Click on the plan to see the full details of your plan on the Subscription page.



Next 24 Hours Activities

This section is where you can view the activities you have scheduled to happen in the next 24 hours.


Social Campaigns

This is where, you can see the number and status of your Post and Page campaigns.


Recent Activities

This tells you the recent activities in your account, from the creation of a new mailing list, to a successfully sent email campaign that was sent successfully, you can view all of your account's activities.