Cold Email - Instantly Dashboard Overview

Описание: In this video, I'll show you the dashboard that I made to manage multiple customer accounts that use Instantly. While being responsible for monitoring and managing multiple customer accounts in instantly, and having to monitor hundreds of email accounts and campaigns, I needed a way to focus my attention so that I didn't spend hours every day on monitoring things that didn't require any attention.

Note: This is demo account data, but I've gone through alot of effort to give myself enough data to make this overview a good representation of what actual customer data can look like.

This dashboard is my answer to knowing what I need to focus on. Once I got the dashboard up and running, I decided to see how far I could take it and I went on to group all of my customers into 1 view and link their campaigns to the customer account. This give me 1 place where I can view all the customers the agency supports, so that I don't have to log into each and every Instantly account that is owned by each respective agency customer.

I've got more ideas on what I want to build out and make this even more useful. In the meantime, this is an overview video and I will be creating videos that show how this all comes together.

Stay tuned!