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Where to find your account summary

Your account activity shows key metrics like emails sent, opened, and clicked, helping you monitor your email marketing performance at a glance.

Soorya Kiran SV avatar
Written by Soorya Kiran SV
Updated over a week ago

When You Need This

Use this guide when you want to:

  • Check how many emails you've sent in a specific time period

  • Monitor your email open and click rates

  • Review your account's overall performance

  • Access detailed deliverability metrics (if you have the paid addon)


Viewing Your Dashboard

Your Dashboard is the first page you see when you log into SendX. It displays your core account metrics including emails sent, opened, and clicked.

To access your Dashboard:

  1. Log into your SendX account (you'll land on the Dashboard automatically)

  2. Or click Dashboard from the main navigation bar at any time

Changing the Date Range

By default, your Dashboard shows recent activity. You can adjust the time period to see data for specific dates.

To select a custom date range:

  1. On your Dashboard, locate the date range selector

  2. Click to open the calendar or date picker

  3. Choose your desired start and end dates

  4. The metrics will update automatically to reflect the selected period


Accessing Advanced Deliverability Metrics (Addon)

If you've purchased the Advanced Deliverability Analytics & AI Deliverability Advisor addon, you can access detailed insights into your email deliverability.

To view deliverability analytics:

  1. Click Settings in the main navigation

  2. Select Add-ons from the settings menu

  3. Click on Advanced Deliverability Analytics & AI Deliverability Advisor

  4. You'll see the Analytics page with detailed metrics

What You'll See in Deliverability Analytics

The addon provides comprehensive metrics including:

Processing Metrics

  • Processed: Total emails processed by SendX

  • Dropped: Emails not sent due to issues

  • Sent: Emails successfully sent

  • SMTP Dropped: Emails rejected during sending

Deliverability Metrics

  • Delivered percentage

  • Hard bounce rate

  • Soft bounce rate

Engagement Metrics

  • Total opens

  • Total clicks


Viewing AI-powered Health Reports (Addon)

The AI Deliverability Advisor analyzes your account and provides weekly health reports with recommendations.

To view your AI health reports:

  1. Navigate to Settings > Add-ons

  2. Open Advanced Deliverability Analytics & AI Deliverability Advisor

  3. In the Analytics page, locate the menu icon next to your report

  4. Click the menu icon

  5. Select View Report from the dropdown

The report provides AI-generated insights about your account's deliverability health and actionable recommendations.


Important Notes

For New Accounts If you haven't sent any campaigns yet, your Dashboard will show zero data. Metrics will appear once you start sending emails.

Team Member Access All team members can view the same Dashboard metrics as the account owner, ensuring everyone has visibility into account performance.

Addon Availability Advanced Deliverability Analytics and AI Deliverability Advisor are paid addons. If you don't see these options in your Add-ons menu, you'll need to purchase them to access detailed deliverability metrics.

Date Range Impact When you change the date range on your Dashboard, all metrics update to reflect only the activity within that period. This helps you analyze performance for specific campaigns or time frames.


Common Questions

Q: Why am I seeing zero data on my Dashboard?
If you're a new user who hasn't sent any campaigns yet, or if you've selected a date range with no email activity, your Dashboard will show zero for all metrics.

Q: Can I see data for a specific campaign?
The Dashboard shows overall account activity. For campaign-specific metrics, navigate to your Campaigns section and click on individual campaigns to view their performance.

Q: I don't see the Advanced Deliverability Analytics option. Why?
This is a paid addon. If you'd like to access detailed deliverability metrics and AI health reports, you'll need to purchase the addon from your account settings.

Q: How often does the Dashboard data update?
Dashboard metrics update in real time as your campaigns are sent and recipients interact with your emails.

Q: What's the difference between the Dashboard and Analytics addon?
The Dashboard provides a quick overview of your core metrics (sent, opened, clicked). The Analytics addon offers in-depth deliverability data, including bounce rates, drop reasons, and AI-powered health analysis.

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