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

How to apply a pre-configured dashboard template

Start by navigating to the campaign dashboard where you'd like to apply the template. Click "Set up Dashboard".

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 dashboards - in this case, you can keep your existing dashboard and add a new dashboard.

Next, click "Start from a template".

In 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. Click the name of the template that you'd like to apply, then click "Create Dashboard".

You can then customize the dashboard as you see fit. Changes made to the specific campaign dashboard will not affect the pre-configured dashboard templates that are available to you.

What's Next:

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