The home screen is the default screen that opens after a successful login.
The home screen contains several widgets showing information about newsletters & lists, leads, 360° customer view, clicks web recognition, records in CDP and your selections. There is also a widget with news & quick links.
Via the ‘+ Start’ button, it is possible to create a new selection. Clicking the button opens an empty selection. When you click the arrow on the right side of the button, it is possible to make a new selection based on a template.
Main menu
The main menu is at the top of the screen. This menu gives the user the following options:
- Home: Open the main menu
- Campaigns: Access a list of campaigns
- Selections: Go to a list of selections
- Runs: Go to a list of runs
- Schedules: Go to a list of schedules
- Monitor: Go to the monitor screen
In addition to the main menu, you will find the following three buttons in the top right corner of the portal. These drop-down menus can be used to view and adjust information (left), general settings (centre) and user settings (right).
Information
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General
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User settings
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Nieuwsbrieven & Lijsten
In Newsletters & Lists dashboard, you will find an overview of the total number of newsletters and lists defined in Ternair Campaign. You will also find more information about the number of subscriptions and unsubscriptions for the past 30 days. Click here to learn more about Newsletters & Lists dashboard.
Leads
In Leads dashboard, you will find an overview of the total number of leads and new leads from the past 30 days. You will also find the top 3 lead types that have come in the most in the past 30 days. Click here for more information about Leads dashboard.
360° Customer view
If you have activated the 360° customer view module in Ternair, you can see the filling of the 360° customer view here. Click here for more information on the 360° customer view dashboard.
Clicks Web Identification
Als je in Ternair de module webherkenning hebt geactiveerd, zie je hier het totaal aantal websites en totaal aantal sessies waar webherkenning actief is. Klik hier voor meer informatie over het Clicks Webherkenning dashboard.
Records in CDP
The number of records in CDP refers to the number of records you store in total in Ternair. Not to be confused with the number of contacts or the number of relationships.
Click here for more information about the number of records in CDP
The dashboard shows the number of available and used records in CDP including the corresponding percentage.
Your selections
Under the heading your selections, you find an overview of your selections. Your pinned selections appear at the top. If you have fewer than six pinned selections, they are supplemented with your recently used selections.
On the overview screen of your selections, you can lock a selection by clicking the drawing pin icon, which appears when you move over the selection.
News
Under the News heading you can read the latest news about releases, among other things.
Quick links
The Quick links section contains the most frequently used functions.