When you sign into your account, you will see your 'Account Dashboard' or the 'Account Setup' screen for the first 30 days after you sign up.
The 'Dashboard' Tab
Account Notices such as:
Billing notices, system updates and actionable items
Address Book summary with:
Total number of contacts and links to add a contact, or add multiple contacts, using an import file
Total number of email lists and email campaigns with links to view them
New subscriber contacts to review (if available)
New QuickSend contacts to review (if available)
Email Summary which includes overall stats for sent, scheduled and saved emails
For quick stats on sent emails, click the link for 7 days, 30 days or 60 days to see an overview of the total number of sends and the open rate percentage for that specific time frame
Click the 'New eCard' or the 'New Email' button to begin creating a new email
RSVP Event Summary shows upcoming events and the number of responses for each event
Click the event name to view responses
Click the 'New Event' button to create a new event
Click 'View All Events' to go to the Manage Events screen
Survey Summary shows the last 5 surveys you created and the number of responses for each of those surveys
Click the survey name to view responses
Click the 'New Survey' button to create a new survey
Click 'View All Surveys' to go to the Manage Surveys screen
The 'Account Setup' Tab
This will be the default screen you see for the first 30 days after you sign up.
Quick Start Guides: Get up and running fast with Quick Start Guides that will help you set up your account and send your first emails.
Virtual Assistant: Use our Virtual Assistant to guide you page-by-page through the basic steps of setting up your account. Click this icon account_box to start the virtual assistant.
Start Creating: Choose what you want to do first - create a new eCard/email design, event or survey
The 'Dates' Tab
This Week's Important Dates: displays contacts in your address book that have a birthday, anniversary or start date for that week. Click the button for New eCards, New Email or Use Template to create an email for that contact.
Upcoming Holidays: click a holiday to view/select eCard designs for that holiday.
The 'Email Search' Tab
Enter an email address to search all emails, invitations and surveys that were sent to this email address.
If the email address belongs to a contact in your address book, you will see that contact's detailed information including your email history for that contact, invitations and surveys they have responded to and automated email campaigns assigned to that contact.
If the contact is not in your address book, you will only see the email history for that email address and invitations and surveys they have responded to using that email address.