Dashboards: journeys, outreach and broadcasts
SmartMy Marketing opens on a ready dashboard: open, waiting, unassigned and new conversations, journeys running, people in journeys, outreach emails sent and replies. It has charts of emails by result and broadcasts by status. Each number is counted for the person looking.
PLANSEvery plan
The problem it solves
- The owner asks every Monday how many emails went out and how many people replied.
- Nobody knows how many journeys are still running or how many people are in them.
- A broadcast stuck in draft is found a week later.
How it works
- Open Marketing. The first menu is the Dashboard, for everyone with a Marketing role.
- Read the tiles across the top: Journeys running, People in journeys, Emails sent (with a small trend line) and Replies.
- Below, the Emails by result chart shows sent, replied, bounced and unsubscribed; Broadcasts by status shows drafts, sending and sent.
- Further down, four conversation tiles count Open conversations, Waiting for an answer, Unassigned and New conversations (with a small trend line).
- Click a tile or a slice to open the records behind it.
- Press edit to move, resize, add or remove items; the layout you set is yours. Make a private copy to build your own.
Everything it does
The Marketing dashboard (every plan)
- Journeys running: journeys and sequences in the running state
- People in journeys: people active in a journey now
- Emails sent: outreach emails, with a trend line by the send date
- Replies: outreach emails that got a reply
- Emails by result (doughnut chart) and Broadcasts by status (bar chart)
- Conversations: Open, Waiting for an answer (open with unread messages), Unassigned (open with nobody on it) and New, with a trend line
What you can do on a dashboard
- Refresh, and edit on a 12-column grid saved as your own layout
- Add a number tile, a chart or a list on any data you can open, such as open conversations or form entries
- Make a private copy, or set one as your dashboard
- Shared dashboards also show in the Dashboard app
Other numbers
- Outreach > Results, WhatsApp Results and Replies; Campaigns > Broadcast Results and People in Journeys
- Reports (managers): Revenue by Source (Growth), Customer Value and Usage by Client (Scale)
Who uses it
Owner or marketing leadReads the dashboard to see what went out and what came back.
Marketing UserSees the numbers of the Entities they work in.
AdministratorChanges the shared dashboard and shares new ones.
Where you use it
- Web: Marketing > Dashboard, and the Dashboard app
- Not in the phone app: this is done on the web. The SmartMy Marketing app covers chats, contacts, posts, leads and campaigns
- Not on the agency client portal: clients see their own overview and the monthly report
What you control
Settings
- Your own layout
- Which dashboard opens for you
- Who a shared dashboard is shared with; the Marketing dashboard starts shared with every Marketing role
Questions
Does it show inbox conversations?
Yes. Four tiles count open conversations, those waiting for an answer, unassigned ones and new ones. Click a tile to open the chats behind it.Can I see all my Entities together?
Yes. Tick the Entities you work in and the dashboard counts them all.Can I add my own tiles?
Yes. In edit mode add a number, a chart or a list on data you can open. Make a private copy first to keep the shared one as it is.Which plan has it?
Every plan, from Starter.Related features
OUTREACHOutreach results for email and WhatsAppEvery outreach email and WhatsApp message is kept with its sequence, step, version and sender. You see sent, replied, bounced, clicked and read for each one, and where each person stands.CAMPAIGNSBroadcasts on WhatsApp and email, at a set speed, with follow-upsSend one approved WhatsApp template or one email to a whole audience, now or at a set time. The speed keeps within your number's limit and your mail server's rate. Afterwards, follow up only the people who did not read, click or reply.CAMPAIGNSJourneys: triggers, waits, If / Else, tags, tasks and goalsAutomate what happens after someone enters. Wait, send an email or WhatsApp message, and branch on a reply or a tag. Tag people, give someone a task, and end at your goal.AI AND SELLINGRevenue by sourceEvery confirmed order, online store order and paid chat cart is credited to the customer's last marketing touch. You see which broadcast, sequence, lead ad or chat brought money, not only clicks.CHANNELS AND INBOXOne inbox for every channelWhatsApp, Instagram, Messenger, web chat and replies to your outreach emails come into one inbox. Your team assigns, tags, notes and answers every chat in one screen, with the 24-hour reply window shown on each chat.
See your inbox and campaigns on it.
Tell us which channels your customers use, how leads reach you and how many people answer them. We will connect a channel with you and run your first journey.