Your newsletters aren't one-size-fits-all, neither should your data & analytics. We've made it easier to track your performance & learn how you can increase engagement. With new actions and filters you'll have an even easier way to get the data stories you need to tell through Custom Dashboards

Here is a video explaining the Custom Dashboard basics. 

Getting Started

Customize your own Insights dashboard by accessing your Insights > + New Dashboard. Name it whatever you'd like - be careful if you're sharing it with the rest of your team (which you can do!).

Pro Tip: Give it a name that will clearly explain the data stories you can easily retrieve from this dashboard as well as the team or department that might find this useful like, 'MARKETING: Most Engaging Content' or 'DEVELOPMENT: High $ Donor Engagement'

If you'd like to access a dashboard that one of your Cerkl's other administrators has shared with you, click on the Shared With Me button toward the bottom of the menu on the left side of your screen. You're able to both view and edit these public dashboards!

The super exciting Add Components button allows for the customization of analytics - your wish was our command!

At the bottom of the screen you'll see about 20 different cards that fully summarize your data. 

Pick and choose the data sets that you want to observe - remember that you have the option to filter your data as well. The cards are organized by their respective categories:

  • Subscribers (purple) - refers to all subscribers
  • Automated newsletters (teal) - refers to newsletter delivery, and engagement not specific stories
  • Categories (orange) - refers to your organization's defined categories and your audience's interests
  • Content (green) - refers to individual posts (stories, events, links, needs)
  • Dedicated email campaigns (blue) - refers to individual email campaigns

Make Your Custom Dashboard 'Home'

We know how much better it feels when you are greeted by the familiar things you love most that's why we've made it easy to get cozy with Insights. The Make Home button allows you to set your custom dashboard as your default home page when you access your insights.

You're allowed to default one page at a time, so we suggest that you choose your most visited page as your home page. And don't worry - setting a certain page in Insights as your default home page doesn't affect any other administrator's settings!

Share or Keep Private.. Up to You! 

Now, you can easily share your custom dashboard with any admin. of your Cerkl account. Simply click the Share button at the top of the Custom Dashboard to allow other teammates to view your data masterpiece! 

If you've already shared your dashboard with the rest of your team, the button will give you the option to make it private again:

Rename Your Dashboard

You also have the option to rename your custom dashboard. Even we make spelling errors sometimes, so we know how important it is to be able to correct those tiny errors. 

If you have any questions at all, don't hesitate to reach out to us at support@cerkl.com! Or use the help bot in the bottom right hand corner of any cerkl.com page for a quick answer.

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