Navigating Your Dashboard

🌟 Overview

Your Dashboard is designed to help you manage recognition efficiently without extra steps. It combines your most-used features and offers insight into current and upcoming activities—all right at the top level.

📋 Main Dashboard Sections

1. Quick Action Panel

   • Send a Gift, Schedule a Gift, or Create eCard — instantly accessible for fast execution.

2. Active Campaigns & Orders

   • See at-a-glance counts and details of scheduled, pending, or open orders and milestone campaigns.

   • Click into any campaign to review recipients, dates, or content quickly.

3. Upcoming Milestones & Reminders

   • A rolling list (or calendar tease) of upcoming birthdays, anniversaries, and other milestones.

   • Includes any pending tasks or missed data, like missing recipient addresses or message drafts.

4. Performance Snapshot

   • Metrics such as total orders sent, spend-to-date, and engagement levels—updated in real-time.

5. Branding & Settings Shortcuts

   • One-click links to adjust your Branded Recipient Experience, billing, or team settings—ideal when you're running multiple campaigns.

✅ How to Use Your Dashboard Efficiently

• Start here daily: See what’s on your schedule or what needs attention first thing in the morning.

• Use Quick Actions: Instead of navigating elsewhere, click "Send" or "Schedule" right from the panel.

• Act on reminders: Fill missing addresses, finalize messages, or correct any flagged items.

• Review metrics weekly: Spot trends—like low response rates—and pivot your strategy if needed.

🛠️ Troubleshooting

• I don’t see all my campaigns
  Check your Date or Team filters at the top of the page to ensure you're viewing the correct set.

• Numbers look off
  Refresh your browser, clear cache, or check that your user permissions allow visibility into all data.

• Can't find a shortcut
  Double-check that your account has the proper Admin or Sender role to access branding and billing links.