Using the E-goi dashboard

Move them anywhere on the dashboard (via the dashboard’s Manage widgets button)
Choose which metrics to display (via the widget’s Edit button)
Select the time range (via the widget’s Show filter button)
Select which contact lists, campaign groups or users are included (via the widget’s Show filter button, depending on the data the widget pulls)

Requirements to use the dashboard

Any E-goi account.
The Performance Assistant, available in some widgets, requires a Pro or Corporate plan.
Widgets displaying ecommerce data require our Track & Engage on your site.

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 start

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.

At any time, you can create your own dashboard and, if needed, make it the default.

Performance Assistant

Some widgets include E-goi’s Performance Assistant, which leverages our AI to look at your results and tell you how to improve.

Assistant-enabled Widgets

Email
Lead generation

Available widgets

Email
SMS and SmartSMS
Voice
Web push
Push
Email sending reputation
Calendar
Results and sales
Social media posts
Social media impressions
Social media reach
Overall performance report
Website visits
Ecommerce results
Subscriptions
Unsubscriptions
Domains, devices and email clients
Demographic profile
Lead generation
Sales attribution

When creating a dashboard, you can pick one of our templates (sales, engagement, social media, etc.), which come complete with widgets for the task at hand.

How each widget works

Email
Helps you track Email campaign performance (sending volume and engagement metrics such as opens and clicks). Use it to check how people are connecting with your latest campaigns and to pinpoint performance issues (eg. lower open rates). The Revenue metric requires Track & Engage.

What it shows
- Trend
- Performance
- Campaign listing
Metrics
- Sends
- Delivered
- Opens
- Unique opens
- Clicks
- Unique clicks
- Unsubscribes
- Bounces
- Complaints
- Revenue

SMS and SmartSMS
Shows SMS and SmartSMS performance (eg. sends and deliveries). Helps you spot issues and volume sending dynamics. The Revenue metric requires Track & Engage.

What it shows
- Trend
- Performance
- Campaign listing
Metrics
- Sent
- Delivered
- Number of SMS parts
- Not delivered
- Not delivered for protection
- Interactions
- Revenue

Voice
Displays voice broadcast performance (eg. volume and trends). Helps you quickly check broadcast reach and monitor usage spikes.

What it shows
- Trend
- Performance
- Campaign listing
Metrics
- Sent
- Delivered
- Answered
- Not delivered
- Not delivered for protection

Push
Monitors Push-based campaigns (eg. sends and interactions). Use this to track Push adoption across your audience and its performance (push notifications, promos, reminders, etc.). The Revenue metric requires Track & Engage.

What it shows
- Trend
- Performance
- Campaign listing
Metrics
- Sent
- Received
- Total errors
- Opens
- Unopens
- Hard bounces
- Revenue

Web push
Shows your web push campaign performance (sends, interactions, etc.). The Revenue metric requires Track & Engage.

What it shows
- Trend
- Performance
- Campaign listing
Metrics
- Sends
- Viewed
- Clicks
- Bounces
- Revenue

Email sending reputation
Helps you monitor how healthy your email deliverabilty feels across ISPs. Includes key reputation indicators (such as sending quality and risk pointers). Be sure to keep track of this at all times if you do email campaigns, as it is invaluable to anticipate issues in opens or clickthroughs.

Metrics
- Open rate
- Click rate
- Bounce rate
- Complaint rate
- Unsubscribe rate

Calendar
Shows your sends over time (past and scheduled). An easy, reliable way to plan your marketing strategy and avoid overlaps, especially on multiple channels or paralell campaigns.

What it shows
- Days
- Weeks
- Months

Results and sales
A stats funnel which breaks down the sales performance of your campaigns. Requires Track & Engage.

Social media posts
Shows how many posts you did on social via E-goi, helping you on consistency and frequency.

Metrics
- Total posts
- Breakdown by social network

Social media impressions
Shows the views (impressions) of your E-goi-powered posts across different social networks. Use it to gauge visibility and brand exposure.

Social media reach
Displays your E-goi post reach (audience) on social and how it performs over time.

Performance report
An aggregated, top-down view helping you track your overall marketing trends across all channels.

What it shows
- Engagement trends
  - Email
  - Automations
  - Webpush
  - SMS and SmartSMS
  - Push
  - Web push
- Lead acquisition trends
  - Unsubscribes
  - Subscriptions
  - Total contacts

Website visits
Shows how and when people visit your website, helping you understand campaign traffic and map spikes with specific sends (eg. newsletters, Smart SMS campaigns, push notifications, etc.). Requires Track & Engage.

What it shows
- Trend
- Performance
Metrics
- Visits
- Pages visited

Ecommerce results
Displays your online store results (eg., conversions and revenue), helping you quickly track sales performance. Requires Track & Engage.

What it shows
- Trend
- Performance
Metrics
- Sales
- Orders
- Products purchased
- Abandoned carts
- Revenue left in cart

Subscriptions
Tracks new subscriptions in your contact lists over time.

What it shows
- Trend
- Performance
Metrics
- Subscription method
- Subscription status

Unsubscribes
Shows how people opt out from your lists. Helps you understand churn trends and how it impacts your campaigns.

What it shows
- Trend
- Performance
Metrics
- Unsubscribe method
- Unsubscribe reason

Domains, devices, and email clients
A more technically-minded view on your contacts. Shows which devices (desktop, mobile or tablet) and which clients (Gmail, Apple Mail, Outlook, etc.) your audience uses to engage with your email sends.

Metrics
- Domains
- Devices
- Email clients

Demographic profile
Provides an overall view of your audience’s geographic location.

Metrics
- Countries
- Languages
- Mobile numbers
- Landline numbers

Lead generation
Shows where your leads come from and how your acquisition performs.

What it shows
- Trend
- Performance
- Channel list
Metrics
- Visits
- Unique visits
- Clicks
- Conversion

Sales attribution
A complete view on how E-goi brings in sales. In addition to tracking sales results, it clearly shows you E-goi’s actual benefits on your business and which channels (email, SMS, etc.) get you the most sales. Requires Track & Engage.

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.

If you'd like the dashboard you're creating to be shown by default, tick the option Show this dashboard when logging into E-goi.

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.

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.

Important! To make the most of this widget, you should have E-goi's Track&Engage enabled across your site or online store.

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.

Using the Results Attribution widget

This allows you to monitor and drill down on both the multiple income sources (ie. attribution) of your online store and the actual revenue generated by E-goi campaigns.

Important! To use this widget, you need Track&Engage installed on your online store.

Available metrics

Store performance: Sales generated by your store.
Marketing performance: Sales generated by everything marketing-related (eg. campaigns) you did in E-goi.
Performance by channel: Revenue split by marketing channels (email, SMS, etc.) so you can easily tell what leveraged your results the most.

Data can be grouped by campaign or by time range. This widget was designed to give you a snapshot of the actual impact of your campaigns so you can streamline and invest on the channels bringing in the highest return.

The Sales attribution widget is a good match for the funnel-based Results and Sales widget, as it adds detail and context to the funnel.

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.