We provide some great pre-made templates that can be applied to dashboard sections, to help you get set up quickly. Once you apply a template to a client's dashboard, you can customize it as needed.

Start by navigating to the campaign where you'd like to apply the template, then click Create Dashboard Section.

Note: If you don't see the above option, you'll need to clear your current dashboard to apply a new template. Some of our plans allow unlimited custom dashboard sections - in this case, you can keep your existing dashboard and add another dashboard section.

Next, click "Start from a template".

On the next screen, you'll be presented with a list of our currently available pre-configured templates, as well as any templates that you've created on your own. You can use the dropdown to filter by All Templates, or only ones you created.
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Click the name of the template that you'd like to apply, then click Continue in the bottom left.

Next, add a name for your new dashboard section, before clicking Continue to create the new dashboard section.
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You can then customize the dashboard as you see fit. Changes made to the specific campaign dashboard will not affect the template you used to create the dashboard section.