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How to Speed Up Your SendX Workflow with Keyboard Shortcuts

This feature is designed to navigate SendX more efficiently. Now you can perform common actions faster and streamline your workflow.

Najwa Syeda avatar
Written by Najwa Syeda
Updated over a week ago

The Shortcuts Add-On lets you navigate SendX faster using keyboard shortcuts instead of clicking through menus with your mouse. For example, you can now press the ‘N’ key and then again the ‘N’ key to create a new campaign. This feature helps you save time on repetitive tasks and work more efficiently.

This guide will show you how to enable the Shortcuts Add-On, use the shortcut menu to navigate quickly, and customize the keyboard shortcuts to match the way you prefer to work

Before You Begin

Before enabling keyboard shortcuts in SendX, make sure you have:

  • Familiarity with your keyboard: Know the difference between Ctrl (Windows) and Command (Mac) keys for your operating system.

  • Understanding of basic shortcuts: Be comfortable using keyboard combinations like Ctrl+/ or Cmd+/ to access menus.

  • Time to practice: Plan to spend a few minutes learning the most useful shortcuts for your workflow.

Step-by-Step Instructions

Step 1: Enable Shortcuts

  • Click on your profile icon in the top-right corner of SendX.

  • Navigate to the Settings section.

  • Go to Integration and Add-On settings.

  • Select Add-ons.

  • Locate the Shortcuts toggle and switch it on.

Once enabled, you can open the shortcut menu anytime by pressing Control (Ctrl) or Command (⌘) + /.

Step 2: Use Shortcuts

Here are a few handy default shortcuts:

  • Go Back: Press B and then B

  • Create Newsletter: Press N and then N to open the Create New Campaign page

Step 3: Customize Shortcuts

To tailor shortcuts to your preferences:

  • Open the shortcut menu using Ctrl/Cmd + /.

Select customise

  • Find the shortcut you’d like to change and click on the key (e.g., to open the shortcut menu).

  • Assign a new key combination, such as Command (x) + 0.

  • Save your changes.

Now, your new shortcut will activate that function going forward.

Tips & Best Practices

Here are some helpful ways to make the most of SendX keyboard shortcuts:

  • Learn shortcuts gradually: Begin with the most common actions like "N + N" for new newsletters and "B + B" to go back

  • Customize for your workflow: Modify default shortcuts to match your preferences, like changing the menu shortcut from Ctrl+/ to Cmd+0

  • Practice regularly: Use shortcuts consistently rather than switching between the mouse and keyboard to build muscle memory

  • Focus on repetitive tasks: Prioritize learning shortcuts for actions you perform most frequently in SendX

Troubleshooting Common Issues

Keyboard shortcuts are generally reliable, but you might encounter some setup or usage challenges. Here are solutions to common problems:

Problem: "I can't find the Shortcuts option in my Addons section."

Solution: Navigate to Settings > Integrations & Addons > Addons tab to locate the Shortcuts toggle. If it's not visible, ensure you have the necessary permissions or contact your account administrator.

Problem: "The shortcut menu isn't opening when I press Ctrl+/ or Cmd+/."

Solution: First, make sure you've enabled the Shortcuts addon in your settings. If it's enabled but still not working, try refreshing your browser or checking if another browser extension is interfering with the key combination.

Problem: "My custom shortcut changes aren't being saved."

Solution: After modifying any shortcut, always click the Save button to preserve your changes. If changes still don't stick, try clearing your browser cache and reconfiguring the shortcuts.

Problem: "Some shortcuts work, but others don't respond."

Solution: Ensure you're pressing the key combinations in the correct sequence (like "N then N" rather than "N+N" simultaneously). Also, check that you're not in a text input field when trying to use navigation shortcuts.

Next Steps

Now that you've set up keyboard shortcuts, here are some simple ways to work even faster in SendX:

  • Master the most useful shortcuts first: Focus on learning "N+N" for new campaigns and "B+B" to go back, then gradually add more shortcuts to your routine.

  • Create your own shortcut combinations: Customize shortcuts for the SendX features you use most often to build a personalized workflow.

  • Combine shortcuts with other productivity habits: Use keyboard shortcuts alongside other time-saving practices like email templates and automation to maximize your efficiency.

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