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  1. Introduction to Sitecore Send
  1. Sitecore Send
  2. Introduction to Sitecore Send

Navigating Sitecore Send

When you log in to Sitecore Send , you'll notice the menu bar at the top of the screen. This is where you can access all the different sections of the platform and navigate between them.

The menu bar and main dashboard

You'll also see a dashboard displayed by default. If you haven't sent out any campaigns yet, you'll see the onboarding dashboard, which is designed to help you get started. However, after you've sent your first campaign, the main dashboard will be displayed, showing your latest campaign's performance and important metrics.

The following table describes of how to access the Sitecore Send features. The items you can access depend on your account role and permissions.

UI elementDescription
Icon_AppSwitcher.jpgClick to switch between your Sitecore apps.
Logo_SitecoreSend.jpgDisplays the Sitecore Send logo by default.

You can customize the platform logo under More > Settings, and then click Branding.
HomeClick to return to the main dashboard.
CampaignsClick to create, edit, or view: regular, RSS, repeatable HTML, and A/B testing campaigns.
Growth ToolsClick to create, edit, or view landing pages and subscription forms.
AudienceClick to access email lists or segments in your email lists.
ReportsClick to view statistics in default campaign reports and any custom reports you created.
AutomationClick to create automations using recipes or build your own custom automations.
MoreClick to access:

  • Settings
  • Templates
  • Integrations
  • Websites
  • Suppression List
Send_Search_bar.pngUse the search bar to easily find any campaign, landing page, form, lists, segments, members, and custom reports in your account.
Icon_Help_Send.jpgClick to access help topics from the Sitecore Send documentation site.
Icon_ProfileAvatar.jpgClick to access:

  • Manage account - redirects you to Sitecore Cloud Portal.
  • Logout - logs you out of Sitecore Send and Cloud Portal.
  • Language switcher
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