Use the Dashboard Get started checklist in MyLINK MarketingPlatform

Use the Dashboard Get started checklist

Step 1. Open the Dashboard

Open Dashboard from the left menu.

Step 2. Find the Get started checklist

Look for the Get started checklist on the Dashboard.

The checklist appears when your account is set up for it.

Step 3. Choose an onboarding path

Use the tabs at the top of the checklist to switch between paths such as email, SMS, forms, and flows.

Step 4. Open a setup task

Select a checklist task to continue setup, such as verifying your sender domain, creating profile fields, setting up an audience, adding profiles, or creating a segment.

When to use this feature

Use the Get started checklist when you want a guided path through the first setup tasks.

Common use cases

• Set up a first email campaign
  Use the email path to work through sender setup, profile fields, audience setup, profiles, and segments.
• Set up SMS activity
  Use the SMS path when your first activity is an SMS campaign.
• Track setup progress
  Use the progress ring to see how much of the chosen path has been completed.

Marketing tip

Use the checklist to finish the data and sender setup before you build campaign content.

This reduces late changes during testing.

Additional information

Checklist availability

The Get started checklist appears when your account is set up for it.

Setup tasks

The setup tasks include for example sender domain verification, profile fields, audience setup, adding profiles, and segment creation as possible tasks.

Progress ring

The progress ring shows how much of the chosen path has been completed.