In this article
- Introduction
- Before you begin
- Step-by-step
- Frequently asked questions
E-goi's dashboard allows you to monitor your campaign results straight off your account's homepage. It's a handy way to get an at-a-glance overview of your marketing strategy.
What is the dashboard?
It's the page that shows up right after you log in to your E-goi account, providing an overall view of your campaign and contact list stats.
The dashboard can be fully customized with data widgets so you can quickly take a look at results and trends that matter to you.
Requirements for using the dashboard
- Any E-goi account.
Costs
The dashboard is available on any E-goi account.
There are no costs for using it, but sending campaigns monitored by the dashboard (eg. email, SMS) will have their own associated costs, which depend on your E-goi plan.
Before you begin
First Steps dashboard
Right after creating an E-goi account, you'll see our First Steps dashboard, which includes multiple resources and marketing ideas to help you hit the ground running with E-goi.
At any time, you can create your own dashboard and, if needed, make it the default.
Step-by-step
Creating a dashboard
1) Log in to E-goi (if you are already in E-goi, click the E-goi icon in the upper left corner) to see the dashboard.
2) On the dashboard (which should be named First Steps), hit the "+" button at the top of the dashboard.
3) Give your dashboard a name and choose whether to create it From scratch or based on one of our templates. Once you've made your choice, click Create.
4) If you chose a template, it comes complete with a set of ready-made widgets, Simply click Save. If you chose to create from scratch, click Add widget and choose the widget you want to place and which data to display. Do the same for any other widgets you want to add and click Save.
5) To change a widget's position in the dashboard, click the cross-shaped symbol of the widget you'd like to move and drag it to where you want it.
6) When you're done, click Save and exit.
Available widgets
- SMS and SmartSMS
- Voice
- Push
- Web push
- Email sending reputation
- Calendar
- Results and sales
- Social media posts
- Social media impressions
- Social media reach
- Global performance report
- Website visits
- Ecommerce results
Using the Results and Sales widget
If you've got an online store, the Results and Sales widget should be your one-stop shop for data analysis, as it drills down into what makes or breaks your campaign success.
If Track&Engage is not enabled, the funnel will not show your visits, purchase intents and sales. It'll still display reach, sign-ups, and interested contacts though.
Available metrics
- Reach: based on the number of people who visit the sign-up forms you created in E-goi and who interacted with your emails.
- Sign-ups: all the people who signed up for your contact lists in E-goi (via form, API or manually added).
- Interested contacts: people who most often open and click through your emails.
- Site visits: all contacts who clicked through your site from a message you sent them via E-goi (eg. a product link in an email). This will only be show with Track&Engage enabled.
- Purchase intents: people who clicked through your site from a message you sent them via E-goi and added a product to their cart but didn't buy it. This will only be show with Track&Engage enabled.
- Sales made: number of sales resulting from the messages you sent via E-goi. This will only be show with Track&Engage enabled.
- Sales value: total earnings from those sales. This will only be show with Track&Engage enabled.
Frequently asked questions
How do I make my dashboard appear by default?
Go to your dashboard and click the star icon in the upper right corner of the dashboard. From then on, your dashboard will be shown by default.