Your Home screen
A quick map of Email & SMS Home, from the setup checklist down to your live flows, and where to read more.
Where it is in the app
Everything starts on the Home screen, the first thing you see after you sign in.
- Home
Home is the first screen in the Email & SMS workspace. It answers two questions: is email making money, and is anything about to go wrong? This article is the short map. "Read your Home screen" explains every number.
#At the top
The heading says Hello, and your first name, with today's date and a one-line status. On the right:
- A period switch with 7 days, 30 days and 90 days. Every card below follows it.
- Create campaign, which opens the campaign builder.
#From the top down
Get set up. The checklist for what you skipped in the wizard. While you are on the trial, a line under it counts your real sends against the 500 trial emails. It disappears when everything is done or skipped. See "The setup guide on Home".
Revenue cards and charts. Email revenue, Orders from email, Email share of revenue and Revenue per delivered email, then Revenue, day by day. Before a store is connected, they say Connect your store to see revenue.
Texts. Your credit balance, if you have registered for texting, with an Add texts button.
This month. A calendar of what is scheduled or sent.
Pick up where you left off. Campaigns and designs you started and never sent. Nothing here has gone out.
What's earning and Top earners. Flows against campaigns, then the individual emails ranked.
Your list and Engagement. New subscribers, unsubscribes, click rate, open rate and spam complaints.
Sending health · last 24 hours and Needs your attention. The numbers Gmail and Yahoo judge you on, then a list of things you can fix today. When there is nothing, it says Nothing needs you today.
Recent campaigns and Live flows.
#When everything reads zero
That is not a fault. Nothing can be credited to email until a store is connected and orders arrive. Connect your store first. See "Connect your store".
#The tour
On your first visit a short tour points at each sidebar row. You can start it again with Take the tour at the bottom of the Get set up card.
#If it didn't work
- Revenue looks lower than your store's total. Only orders where the buyer clicked an email in the five days before are credited to email.
- A number looks wrong. Pick a longer period first. A few hours of data is too little to judge.
- A card is missing. Some cards only appear when they apply, such as Texts, Pick up where you left off and the trial line.