You can now create a personal dashboard that provides a comprehensive view of the performance of your campaign using
- Drag and drop widgets
- Custom metrics
- Custom date ranges
This guide describes how to set up an Iterable dashboard.
Add a widget
To get started, click on Add Widget and select a type of widget to add: metric, campaigns table, or Markdown.
Metric allows you to visualize your campaign metrics.
You'll be prompted to select one of the following system metrics:
- Unique Clicks
- Click Rate
- Total Bounces
- Unique Open Rate
- Total Clicks
- Bounce Rate
- Total Unsubscribes
- Total Sent
- Total App Uninstalls
- Delivery Rate
- Total Delivered
- Total Opens
- Clicks / Opens
- Total Complaints
- Unique Opens
- Total Conversions
Next you'll be prompted to choose a chart type:
The Area Chart, Bar Chart, Column Chart, Line Chart and Smooth Line Chart will allow you to set a Widget Name and a Y-Axis Label.
The Number Chart allows you to set a Trend Direction, Coloring and Sparkline. The Trend Direction allows you to set whether the metric you selected should trend upwards like Total Opens or downwards like Total Unsubscribes. The Sparkline toggle will allow you to display a line graph of performance over time in the bottom of the widget.
Campaign Tables allow you to display a list of your campaigns right on the dashboard. You can also select which columns you would like displayed as part of the table
Markdown allows you to add notes to your dashboard. Using Markdown you can format your notes quickly to create headers, lists, block quotes, code blocks, links and more. Learn more about Markdown here.
Updating your widget
To move a widget around your dashboard, hover over the upper left-hand corner of the widget until your cursor transforms into a hand. Now click and drag the widget to the desired location.
To change the size of your widget, hover over the bottom right-hand corner of the widget until your cursor transforms into a downward diagonal arrow, and click and drag to expand or shrink the widget.
To edit a widget, hover over the upper right-hand corner of the widget and click on the gear icon.
To delete a widget, hover over the upper right-hand corner of the widget and click on the X icon.
You can customize both the appearance and default date range of your dashboard:
You can choose between a default light theme and a dark theme for your dashboard.
Default date range
The default date range is set to the last Month to Date. You can also select one of the other preset date ranges, which include:
- Day-to-day metrics
- Monthly metrics
- Hourly metrics
You can also set a custom date range by specifying the amount and unit of time (hours, days, weeks, months). Choosing an Exact start date means that the beginning of the time range will be set based off of the current day and hour. Choosing Start Of will round the start date and time to the beginning of the nearest unit (hour, day, week, month).