ConvertKit terms


The main interface where you can access all ConvertKit features.

What is the dashboard in ConvertKit?

The dashboard in ConvertKit is the central hub where users can manage and monitor all their email marketing activities. It provides a comprehensive overview of your email campaigns, including subscriber growth, engagement rates, and other key performance indicators. The dashboard is designed to be user-friendly, with a clean, intuitive interface that makes it easy to navigate through different features and tools.

In the ConvertKit dashboard, users can create and send emails, set up automation rules, manage contacts, and analyze campaign performance. It also allows users to segment their audience, create landing pages and forms, and track the success of their marketing efforts. The dashboard provides real-time data, enabling users to make informed decisions and adjust their strategies as needed.

How do I navigate the Dashboard in ConvertKit?

Navigating the Dashboard in ConvertKit is quite straightforward. Once you log into your ConvertKit account, you will be directed to the Dashboard. The Dashboard is the main control center where you can access all the features of ConvertKit. It is divided into several sections including Subscribers, Automations, Forms & Landing Pages, Broadcasts, and Sequences.

To navigate, simply click on the section you want to access. For instance, if you want to view your subscribers, click on the 'Subscribers' tab. If you want to create a new form or landing page, click on the 'Forms & Landing Pages' tab. The 'Automations' tab allows you to set up automated email sequences, while the 'Broadcasts' tab is for sending one-time emails to your subscribers. The 'Sequences' tab is where you can create and manage email sequences. The Dashboard also has a 'Help' section in case you need assistance.

What features are available on the ConvertKit Dashboard?

The ConvertKit Dashboard offers a range of features designed to help users manage and optimize their email marketing campaigns. One of the main features is the subscriber management tool, which allows users to view and manage their subscriber list, track subscriber growth, and segment subscribers based on various criteria. The dashboard also provides detailed analytics and reporting tools, enabling users to track the performance of their campaigns, including open rates, click-through rates, and conversion rates.

In addition, the ConvertKit Dashboard includes a visual automation builder that allows users to create and manage automated email sequences. This feature makes it easy to set up complex email marketing funnels. Users can also design and customize their emails using the built-in email editor. Other features include landing page and form builders, integration with other platforms like Shopify and WordPress, and a tagging system for better subscriber organization.

How can I customize my Dashboard in ConvertKit?

Customizing your Dashboard in ConvertKit is a straightforward process. First, log into your ConvertKit account and navigate to the Dashboard. Here, you'll find a variety of widgets that display different types of information, such as subscriber growth, email performance, and more. You can add, remove, or rearrange these widgets according to your preferences. To add a widget, click on the "Add Widget" button, select the widget you want to add, and it will appear on your Dashboard.

To remove a widget, hover over the widget you want to remove and click on the "x" that appears in the top right corner. To rearrange the widgets, simply click and drag them to your desired location on the Dashboard. Remember to click "Save" after making any changes to ensure they are applied. Additionally, you can also customize the time range for the data displayed on your Dashboard. This allows you to view your data in a way that best suits your needs.

If you also work with videos...

You should try - your all-in-one screen recorder, to create launch videos, product demos, social media videos, 1:1s for customers, and more!

Tella isn't just a screen recorder. It combines the simplicity of Loom with the creativity of Canva to create great looking videos with no effort.

With Tella, you can record your screen and/or camera, combine separate clips and quickly remove mistakes, apply beautiful backgrounds, change the camera layout, add zoom effects - almost instantly.

Tella screen recorder

< Back to ConvertKit glossary

Try Tella today!

Screen recording for creators — simple and powerful.

7-day free trial — no credit card required