As an Emissary user, the first action you'll take after setting up your password is logging in! In this article we'll provide images and terms to ensure you can find all Emissary's features and functions from this point on.
Logging into an Emissary account brings the user to the account home page.
The home page is split into 2 sections:
1) The Navigation Menu Pane (on the left)
2) The Dashboard
1) Navigation Menu Pane
The Navigation pane provides quick access to:
Your inbox
Contact list
Campaigns
Drip Campaigns
Navigation to Calendar Integration and Metrics (User Management and Shared Templates if you are an admin)
User Profile Menu (with navigation to Contact Us, Help, User Preferences, and the ability to Logout)
To expand the navigation menu, hover over the pane and select the pin icon.
The menu pane is laid out as follows:
Company name and the ability to search
Account name and phone number- the expanded view shows the options to navigate further into:
Inbox- start or manage existing conversations
Contacts- access, search or create new
Campaigns- create or modify existing single-message campaigns
Drip Campaigns- create or modify existing multi-message campaigns
Metrics- understand interactions with contacts through response rate data
User Profile- with various support options
The User Profile
This section of the navigation pane has the following links:
Contact Us- [email protected] for help with questions, issues, and requests
Switch account- move to another account (only applicable for those with multiple accounts)
Help- open the Emissary Knowledge Base of How-To Articles, FAQs, Troubleshooting and Tips
User preferences- Where users can adjust Inbox settings (more on this in the section below)
Logout- use this link to log out of Emissary
The User Preferences Screen
Through the Inbox settings, select whether and when to shorten links in your messages, or set up and Out of Office Auto-Response:
2) Dashboard
This pane provides the user with another way to take action by accessing the Inbox, Contacts, Campaigns, and Drip Campaigns sections from the home page.
Note: If there are multiple account numbers each will be displayed on the dashboard. Users can scroll down to navigate to any of these sections for each number.
What next?
From here we recommend you learn about how to send a text message from the Inbox, or select from the full set of the Getting Started articles created to guide users through onboarding.
For a short video walk-thru check out the Training Overview page!