Step 3: Learn How to Navigate Encharge
What to do when you're in the Encharge app for the first time?
Once you complete your signup, you will be welcomed by our Quickstart Guide.
The 5-step Quick Start Guide
The Encharge Quick Start guide is your best friend if you're new to the platform. We highly encourage you to complete all of the steps in order to learn how Encharge works.
If you're already familiar with Encharge just click the "Close tutorial" link at the bottom to exit the Quick Start and enter the app. Don't worry, you can always access the Quick Start guide from the Help button in the top right of the navigation.
The Encharge Navigation
When you enter Encharge for the first time you will arrive at the Dashboard screen.
At the top of the screen is the main Encharge navigation that consists of:
- Dashboard – an overview of Email Engagement metrics and people's Activity stream.
- Flows – a list with all marketing automation Flows in your account.
- People – a list with all People and Segments in your account.
- Broadcasts – a list of all Broadcasts (one-off newsletters)
- Emails – a list of all Emails in your account.
- Metrics – Flows and Email metrics.
On the right we have:
Getting started progress bar – that indicates the next step in your onboarding process. Clicking on this button will take you to the right step in our Quick Start Guide.
Upgrade button – upgrade your trial account from here.
Settings
Clicking on settings reveals the following options:
Clicking on settings reveals the following options:
- MyApps – a list with 3rd party integrations.
- Import People – a list of your latest people imports.
- Custom Fields – a list of all the people's fields in Encharge including default and custom
- Email Settings – custom domain for email sending.
- Site Tracking – your website tracking code and settings.
- Form Tracking – connect forms on your website with Encharge.
My Apps – a list with 3rd party integrations.
Help
Clicking on the help button opens a dropdown with the following navigation items:
- Live Chat
- Quick Start
- Knowledge Base
- Product Updates
- Request a Feature
- Report a Bug
Your Profile
Clicking on your profile picture opens a dropdown with the following navigation items:
- Account name – if you have any sub-accounts or more than one account in Encharge, you will see an arrow indicating that you can switch accounts from here.
- Your profile picture with name and email.
- Your account – click on this button will take you to your account settings.
- Team members – manage account users from here.
- Plan and billing.
- Log out.
Quick Start Checklist
From logging in Encharge to activating your first automation flow, we've compiled a list of your first action items.
Step 2: Set Up Your Mailing Address