Getting Started with DASH
DASH is an all-in-one marketing platform that helps you manage and talk to your clients, customers, and other interested parties. Our approach to marketing focuses on healthy contact management practices, beautifully designed campaigns, and powerful data analysis. We’re here to help you become an expert marketer. Ready to get started?
In this article, you’ll learn how to start using DASH to create awesome campaigns, and we’ll provide some helpful resources to use as you work.
Things to know
Before you jump into the tasks ahead, here are a few helpful things to know.
- We offer a number of online resources to provide help and insights about our tools and features. Check out our searchable Knowledge Base if you want to learn how something works, or if you run into any trouble.
Here’s an overview of the tasks we’ll cover in this article.
- Set up your account
- Set up your contact list
- Create a broadcast
- View your campaign reports
- Review next steps
Set up your account
When you sign up for a DASH account, you’ll enter your contact and billing information, and you’ll have immediate access to all the features of your account.
The next time you log in to our website, You’ll input profile details, such as your website and physical address, and connect your social media accounts. If you sell products online, you’ll have the option to upload your products to DASH.
To learn more about account creation, read the article Create an Account.
Set up your contact lists
The foundation of great marketing is a clean, up-to-date record of your contacts, also known as your list. When you create a DASH account, one of the first things you should do is upload your contact list. You can edit the default information for your list if you need to, or immediately start adding contacts.
DASH was designed so you should only need one list. We have a number of helpful list management tools so you can organize and separate contacts. If you do decide to create another list, keep in mind that data isn’t shared across lists, however contacts who are in more than one list will not count separately toward your contact limit.
- Hover over the Email icon & click Manage Lists.
- Click upload list and load your contact list spreadsheet. Tell us what fields exist in the spreadsheet (email, first name, address, etc).
- Once the list is loaded you will be able to make edits to individual contacts.
For in-depth instructions, read the article How List Management Works.
Create a email
Next, you’ll craft your first broadcast. A broadcast is a message that you share through email. In DASH, most users start with a regular email campaign.
To get started on a broadcast, follow these steps.
- Hover over the Email icon & click Create Broadcast.
- Select your list for the drop down menu.
- Select your custom template or our default template.
- Select your art.
- Enter you From & Subject Lines.
- Enter where you want the art to link (web address).
- Select the date and time you want your email to broadcast.
- Review and approve.
For detailed instructions on how to continue, check out Create a Regular Email Broadcast.
Designing a campaign in DASH can be fun, but also complex, because we offer a lot of customization options. Take some time to get used to the controls and always plan your campaigns before you start designing them. You’ll be an expert before you know it.
View your campaign reports
You’ve clicked Send, but it’s not over yet! A key component of successful marketing is tracking audience engagement, so you can provide more of what your contacts want and less of what they don’t.
The next time you login to DASH after sending an email campaign, you’ll see how many contacts opened, clicked, or unsubscribed from your recent campaigns, right on your Dashboard. Hover over the Number icon & click stats for more detailed information, and to download, share, or print your campaign reports.
DASH’s open and click tracking data tells you how many people looked at your campaign, which links they clicked, and other information, like their geolocation.
After you’ve become familiar with the basics, look into how our different features can take marketing to the next level.
We take your PDF, images and text and transform them using your design and DASH’s template to give you a native experience on desktop, mobile web, app, Facebook, Instagram, Twitter, Pinterest and all other social media. About ePages
Display Ads & Retargeting
You can buy ads through DASH. Take advantage of Google or Facebook’s huge audience to reach your best customers, similar people, and people who like your products but don’t subscribe to your email. About Retargeting
Create beautiful landing pages to grow your audience or promote products, then share those pages around the web to drive traffic to them. Landing pages are great for achieving specific, short-term marketing goals. About Landing Pages
Use the social media management tool to publish across all your social channels. Share fresh content immediately or plan in advance by scheduling posts for future dates. Time your posts for optimal engagement or target specific demographics and user locations. Manage content so that it’s spread across the calendar and set your marketing team free from business hours. About Social Media
Company Admin Account
By registering as a company admin you can add and manage sub accounts. This can be utilized as a reseller account, to manage multiple sender accounts, or to easily manage multiple lists.
Affiliate account have access to 6 email sends per month, but can be managed and controlled by the company admin account.
To sign up for an affiliate account you need to be provided with the company admins Sub Account Token. This token will link the sub account to the company admin.
Creation of Sub Account Token
After registration as a Company Admin proceed to the Company Information tab of your account profile. There you will see Create New Token. After pressing this link a token will be generated. You can now use this to set up sub accounts.
At this time, at sign up you must select Industry as Promotional Products, and I Am A as Distributor Sales Person to activate the token entry field.