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Introduction to Sitecore Send
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  • Sitecore Send
  • Introduction to Sitecore Send
  • Navigating 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 element

Description

Click to switch between your Sitecore apps.

Displays the Sitecore Send logo by default.

You can customize the platform logo under More > Settings, and then click Branding.

Home

Click to return to the main dashboard.

Campaigns

Click to create, edit, or view: regular, RSS, repeatable HTML, and A/B testing campaigns.

Growth Tools

Click to create, edit, or view landing pages and subscription forms.

Audience

Click to access email lists or segments in your email lists.

Reports

Click to view statistics in default campaign reports and any custom reports you created.

Automation

Click to create automations using recipes or build your own custom automations.

More

Click to access:

  • Settings

  • Templates

  • Integrations

  • Websites

  • Suppression List

Use the search bar to easily find any campaign, landing page, form, lists, segments, members, and custom reports in your account.

Click to access help topics from the Sitecore Send documentation site.

Click 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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