Following the latest developments in how contacts in Dotdigital are understood, and how data can be used, we’ve given the platform a fresh new look to more accurately reflect how your data and content, and our platform tools, are grouped and organised.
We’re confident that these changes can streamline your processes and make working in Dotdigital quicker and easier, but we also know that big changes can take time to get used to.
So, we’ve put together this quick reference guide to help you locate the platform areas you’re used to in our new navigation.
Tip 🔎
To find what you’re looking for in the tables below more quickly, you can use CTRL + F on Windows, or CMD + F on a Mac, to bring up the search field.
The user menu
We mention the User menu in a number of the instructions for the new navigation. This refers to the menu icon in the bottom left which displays your profile picture, or your initials if you haven't set a profile picture.
You can use the double arrow icon to expand or minimise the navigation panel.
Switching accounts
To switch between accounts you have access to, select the User menu.
If you're the account owner of a top-level (parent) account, select Select account, then expand the drop-down menu in the popover and select the account you want to log in to.
If you're a managed user with access to multiple accounts, select Switch account, then expand the drop-down menu in the popover and select the account you want to log in to.
Contacts
I’m looking for… | To find it… |
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Terminology change
Address books are now called Lists. This change reflects the wider variety of data you can now store for your contacts - it’s so much more than email addresses! |
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If Contact scoring doesn’t appear, you may need to enable it in your Account settings. |
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I’m looking for… | To find it… |
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Pages and forms
I’m looking for… | To find it… |
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SMS
I’m looking for… | To find it… |
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| We've brought contacts togetherThere's no longer a divide between SMS contacts and email contacts. All of your contacts, whichever channels you use to reach them, are found under Audience.
To see only contacts who have a subscribed mobile number:
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Transactional email
I’m looking for… | To find it… |
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Ecommerce
I’m looking for… | To find it… |
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Chat
I’m looking for… | To find it… |
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Analytics/reporting
I’m looking for… | To find it… |
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Integration hub
I’m looking for… | To find it… |
| Go to Connect. Your active integrations appear under the heading Installed integrations and extensions.
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Account and user settings
I’m looking for… | To find it… |
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| 1. Expand the User menu in the bottom left. |
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| Triggered SMS profiles are no longer required for accounts opted-in to the new Dotdigital. But, if you were using a Triggered SMS profile prior to opting in, you can still find it here.
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