Just a quick update to let you know about a couple of new features… We just couldn't wait until the next update (Fall update) to tell you about them πŸ˜‰

Projects Overview

First, let's talk about the ‘Projects Overview', which is a new section, accessible from the project selector located at the top left of the members area.

As you already know, after logging in, if you select a specific project, you will be directed to the dashboard of that specific project.

If you select ‘ALL PROJECTS', you will now be directed to the new ‘Projects Overview' section, which shows you the important stats for ALL your projects (in the form of tables), as you can see below:

Projects Overview

Here are the stats available:

  • Total Contacts
  • Total Net Income
  • Total Emails Sent
  • Total Emails Opened
  • Total Emails Clicked
  • Total SMS Sent
  • Total SMS Failed
  • Total SMS Clicked
  • Tracking Link Clicks
  • Total Page Visits
  • Total Optins

Insider Tip: The 3-dot icon located at the top right of each table opens a menu with some shortcuts, so you can quickly add a new contact, draft a new email or set up a new automation, among many other things.

You can of course choose to include/exclude specific columns, so you only see what you are interested in, as shown below:

Table Column Configuration

You can still create dashboards for multiple projects of course. To do so, simply click on the blue + button located at the top right.

Multi-Porjects DashboardIf you have already created dashboards for multiple projects, you will be able to access them using the tab system of the ‘Projects Overview' page. The 1st tab is for the ‘Projects Overview' section and subsequent tabs are for your multi-projects dashboards.

That's not all! There is more…

Site-Wide Shortcut Menu

Shortcut MenuWherever you are in the members area, you can now use the 3-dot button located at the bottom right of your screen to start a specific action.

For example, let's say you are in the ‘Contacts' section and want to set up a new automation, until now you had to go to the ‘Automations' section, click on the blue + button…

Now, you can simply click on the 3-dot button and click on ‘Create an Automation', right from the ‘Contacts' section.

There are plenty of shortcuts available from this new menu, as you can see above.

Quite convenient, right?

This cool little menu should help you save heaps of time, especially if you are a power user.

➑️ Click here to log in and check out these new features and improvements.

Not a member yet? Sign up now… If you have questions, suggestions or feedback, feel free to leave a comment below. We would love to hear from you!

Stay tuned! More coming soon πŸ˜‰

Remember you can also find us on Facebook, Twitter, and LinkedIn.

About Author

Chief Operating Officer of Platformly, a platform made for busy online business owners focused on growth: Business Dashboards, Link Tracking, CRM, Lead Capture, Messaging, Marketing Automation, Reporting... Hobbies include traveling, fishing and basketball. I would love to hear from you so don't hesitate to leave a comment below!


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