The Marketing Dashboard offers a quick glimpse into some of your most important metrics. It is the first page you see when you log into your ActiveCampaign account. In this article, you'll learn how to use this dashboard.
Create Button
The button in the upper right corner of your dashboard lets you create the following:
- Create a campaign
- Add a contact
- Add a deal (Applies to customers with the Marketing and Sales CRM bundle.)
- Add a list
Contacts widget
The Contacts widget displays your account's total number of contacts. Use the dropdown to switch between "All" contacts and "Active" contacts.
Contact Trend widget
The Contact Trend widget is a quick visual summary of your account's overall number of contacts over time. Clicking this widget redirects you to the Contact Trends report.
Top Contacts widget
The Top Contacts widget gives you a quick glimpse of some of the most active contacts in your account. By default, it will display contacts with the most recent interactions with your materials. Use the dropdown to see top contacts determined by the number of contact score points earned.
Campaigns widget
Quickly visit campaigns you're creating, check their status, or create a new campaign.
Manage Templates widget
Quickly visit a template. You can also manage templates from the Campaigns overview page.
Automations widget
Quickly visit recent automations, see their status, and check how many contacts have entered and completed an automation.
Interaction Rate and Interaction Trend widgets
Interaction Rate displays a percentage value of your average number of opens and clicks over the last ten campaigns. The Interaction Trend widget shows this percentage over a more extended period.
How to move, add, and hide widgets on the dashboard
To move widgets around on your dashboard, click and drag the widget to a new location. You will see blue boxes appear to indicate spots where you can drag and drop the widget.
To add or hide a widget on your dashboard, locate and click the gear icon at the top right of your screen. This opens up a checklist of the available widgets. Click the checkbox next to a widget to add or hide it to your dashboard.
Another way to hide a widget from your dashboard is to click the three dots button in the desired widget then click "hide the widget."
Additional widgets
You may see other widgets or an Ecommerce dashboard on this page if you purchased the Marketing and Sales CRM bundle or set up a deep data integration with ActiveCampaign.
My Tasks widget
Applies to customers with the Marketing and Sales CRM bundle.
This widget creates a personalized task summary for every user on your ActiveCampaign account who also has access to the Sales portion of the platform. If you would like to review a complete list of tasks, you should head to the Manage Tasks page in your account.
Pipelines widget
Applies to customers with the Marketing and Sales CRM bundle.
Use the Pipelines widget to see a quick summary of how many new deals have been entered over time.
Use the dropdown to select a different time frame. Complete reporting can be found on the Deal Forecast report.
Ecommerce Dashboard
If you have a Deep Data integration set up in ActiveCampaign, you will see an additional Ecommerce dashboard on the top of the ActiveCampaign home screen.
The Ecommerce dashboard includes metrics to help you better understand what drives growth and what channels work best. These metrics can be filtered by connected store names, all stores, currency, and different timeframes.