Postigo Dashboard Overview: What to Find Where

Postigo Dashboard Overview: What to Find Where

Postigo is an outbound marketing automation platform focused on B2B sales, lead generation, and recruiting. This overview will help you quickly get acquainted with the interface and effectively use all the platform's features.

Personal Account Structure

After logging into Postigo, you will be taken to the main dashboard page. Here you will find summary information about your campaigns and account.

Main Page

On the main page you will find the following sections:

• Statistics: A brief overview of key metrics: the number of emails sent today and this month, the percentage of opens, clicks, and replies. This data allows you to quickly assess the overall effectiveness of your campaigns.
• Latest Campaigns: A list of the 3-5 most recently launched campaigns with key indicators (status, number of emails sent, open rate). You can quickly go to the detailed statistics of each campaign.
• Latest Replies: A list of the latest replies received to your emails. This allows you to quickly respond to interested leads.

Sidebar Menu

The main navigation through the platform is carried out through the sidebar menu located on the left. Let's consider each item in more detail:

• Campaigns: Go to the campaign management section. Here you can create, edit, start and stop campaigns, as well as view their statistics. Read more about creating campaigns in the article First Campaign.
• SMTP: Manage your SMTP servers. Postigo allows you to use multiple SMTP servers to improve email deliverability. It is recommended to use your own SMTP servers for maximum control over the sender's reputation. Providers such as Amazon SES, SendGrid, Mailgun and others are supported. Read more about the benefits of using your own SMTP servers in the article Why Own SMTP Matters. Don't forget to configure SPF, DKIM and DMARC records to improve deliverability.
• Subscribers: Manage subscriber lists. You can import lists from CSV files, segment your audience according to various criteria (for example, job title, industry, company size) and add subscribers manually.
• Replies: View and manage all received replies to your emails. You can filter replies by campaign, status (e.g. "New", "Processed", "Rejected") and tags. Use AI Reply Classification for automatic categorization.
• AI Tools: Access to artificial intelligence-based tools that help optimize your campaigns. For example, an email text generator, a tool for A/B testing subject lines, and a tool for personalizing content. Use AI Content Rotation to increase the uniqueness of emails.
• Templates: A library of ready-made email templates for various purposes (e.g. lead generation, recruiting, sales). You can use these templates as a basis for your campaigns or create your own.
• Profile: Your account settings. Here you can change your password, configure notifications, and connect integrations with other services (e.g. CRM systems).

Detailed Description of Sections

Campaigns

In the "Campaigns" section you can:

• Create new campaigns from scratch or based on existing templates.
• Configure campaign parameters: name, SMTP server, subscriber list, sending schedule.
• Create and edit email text, using spintax capabilities to increase uniqueness (Spintax Randomization).
• View statistics for each campaign: number of emails sent, percentage of opens, clicks, replies, number of unsubscribes. Read more about metrics Campaign Analytics.
• Stop, start and delete campaigns.

SMTP

In the "SMTP" section you can:

• Add and configure SMTP servers. Specify the host, port, login and password of your SMTP server.
• Check the operability of the SMTP server.
• Configure email sending limits for each SMTP server. It is recommended to start with small limits (for example, 50-100 emails per day) and gradually increase them to avoid getting into spam.
• Configure SMTP Warmup for new servers.

Subscribers

In the "Subscribers" section you can:

• Import subscriber lists from CSV files. Make sure your CSV file contains a column with email addresses.
• Create new subscriber lists.
• Add subscribers manually.
• Segment subscriber lists according to various criteria.
• Delete subscribers from lists.

Replies

In the "Replies" section you can:

• View all received replies to your emails.
• Filter replies by campaign, status, and tags.
• Mark replies as processed or rejected.
• Add tags to replies for easy organization.
• Reply to replies directly from the platform.

AI Tools

In the "AI Tools" section you will find:

• Email Text Generator: A tool that helps you create attractive and personalized email texts.
• A/B Subject Line Testing Tool: A tool that allows you to test different subject line options and choose the most effective one.

Templates

In the "Templates" section you can:

• View and use ready-made email templates.
• Create your own templates.
• Edit existing templates.

Profile

In the "Profile" section you can:

• Change your password.
• Configure notifications.
• Connect integrations with other services.
• Manage your subscription plan.

Quick Actions

Some actions can be performed faster using buttons and links located in various parts of the dashboard:

• Create Campaign: The "Create Campaign" button is located at the top of the "Campaigns" section.
• Add Subscribers: The "Add Subscribers" button is located at the top of the "Subscribers" section.
• Add SMTP: The "Add SMTP" button is located at the top of the "SMTP" section.

See the article Welcome to Postigo for further immersion in the platform and its capabilities. Also, do not forget about the importance of spam protection when setting up campaigns.