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Create a dashboard for Marketing

Uppdaterad på 22. sep 2022

Create dashboards for your marketing tasks, such as form submissions and mailings, to track and analyse their performance, trends and productivity across all marketing activities. In this how-to guide, you'll learn how to use dashboard tiles to show data from your mailing and form submissions.

To get started and create a dashboard for mailings or forms, please read this article about how to add a new dashboard.

When the dashboard is created, you want to add and edit tiles. Learn how to edit or create tiles in your dashboard.

Here are some examples of different tiles you can add to your mailing or form submission dashboard:

Example of different tiles for mailings

  1. The Top performing mailings this year tile is a great way to see which mailings are performing best. Review these mailings to get an understanding of what type of mailings, design and content interact best with your customer base.
  2. Use the Average open rate YTD tile to see if recipients click on links or images in your mailings. If your open rate is low, it could be a good idea to test if other subject lines can increase the rate.

The example shows different mailings tiles you can use to get a overview of your data
The example shows different mailings tiles you can use to get a overview of your data

Example of different tiles for form submissions

  1. Use the Active forms this quarter tile to get an overview of the forms that were submitted this quarter.
  2. The My customers form submissions this month tile can help you keep track of your customers’ submissions each month.
  3. The Non-processed submissions tile allows you to see which submissions that are not processed and need your attention.

The example shows different form submission tiles you can use to get a overview of your data
The example shows different form submission tiles you can use to get a overview of your data

 

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