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:
1. Go to Settings > Users and teams > Accounts.
2. Select the Login icon for the account you want to access.
3. To return to the parent account, expand the User menu and select Back to my account.

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…
My All contacts list	Go to Audience > Contacts This list now includes contacts subscribed with an email address only, a mobile number only, or both.
My address books Including the Test address book	Go to Audience > Lists 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!
A contact’s Single customer view	Go to Audience > Contacts. Search for the contact you want, by email, domain or mobile number. Select the contact email address or mobile number.
Segments	Go to Audience > Segments
Geographical queries	Go to Audience > Segments. Select the Geographical query tab.
My suppressed contacts list	Go to Audience > Suppressions.
The Global suppression list To run your contact email addresses through the GSL.	Expand the User menu in the bottom left. Go to Settings > Email > Suppression settings.
Contact data fields To add or edit fields	Expand the User menu in the bottom left. Go to Settings > Contacts > Contact data fields.
Marketing preferences To create and manage my preferences	Expand the User menu in the bottom left. Go to Settings > Contacts > Marketing preferences.
Contact scoring	Expand the User menu in the bottom left. Go to Settings > Contacts > Contact scoring. If Contact scoring doesn’t appear, you may need to enable it in your Account settings.
The signup form generator	Expand the User menu in the bottom left. Go to Settings > Contacts > Signup forms.
The scheduled contact importer	Go to Connect > Scheduled data importer or Expand the User menu in the bottom left. Go to Settings > Contacts > Scheduled data upload.
Email subscription settings Double opt-in and resubscribe email settings	Expand the User menu in the bottom left. Go to Settings > Contacts > Subscription settings.
Import history	Expand the User menu in the bottom left. Go to Settings > Contacts > Import history.
Contact-level Insight data collections Such as `orders` or `webInsight`	Go to Connect > Contact insight data. or Expand the User menu in the bottom left. Go to Settings > Contacts > Insight data.
Seed list	Expand the User menu in the bottom left. Go to Settings > Contacts > Email seed list.

Email

I’m looking for…	To find it…
Email campaigns Sent and unsent	Go to Campaigns > Email
Email templates Standard templates, and custom templates I’ve saved or uploaded	Go to Content > Templates
The image manager	Go to Content > Images
Default email auto-responder setup	Expand the User menu in the bottom left. Go to Settings > Email > Default auto responder.
Inbox test results	Expand the User menu in the bottom left. Go to Settings > Email > Inbox test results.
Programs	Go to Automation > Programs.
Triggered campaigns	Go to Automation > Triggered email.
Site analytics To add Google Analytics or other tracking parameters to email links	Expand the User menu in the bottom left. Go to Settings > Tracking > Broadcast email link tracking.
Site and ROI tracking setup	Expand the User menu in the bottom left. Go to Settings > Tracking > Site & ROI tracking.
From addresses	Expand the User menu in the bottom left. Go to Settings > Email > From addresses.
Campaign feeds	Expand the User menu in the bottom left. Go to Settings > Email > Feeds.
Email reports	Go to Analytics > Reports. Email reports are displayed by default.

Pages and forms

I’m looking for…	To find it…
My published and unpublished pages and forms	Go to Content > Surveys, pages, and forms
Page and form templates	Go to Content > Templates. Select the Surveys, pages & forms templates or Custom surveys, pages & forms templates tab.
Form reports	Go to Analytics > Reports. Expand the MORE REPORTS drop-down menu and select Pages and forms. or Go to Content > Pages and forms. Select the form name. Select FORM REPORT.

SMS

I’m looking for…	To find it…
My broadcast SMS campaigns	Go to Campaigns > SMS
My automated SMS campaigns	Go to Automation > Triggered SMS.
My SMS contacts	We've brought contacts together There'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. Go to Audience > Contacts. To see only contacts who have a subscribed mobile number: Select FILTER. Select the Contacts subscribed with a mobile number radio button. Select APPLY.
Send a single SMS	Go to Campaigns > SMS. Select SEND SINGLE SMS MESSAGE.
SMS From names	Expand the User menu in the bottom left. Go to Settings > SMS > SMS from names.
SMS auto-responders	Expand the User menu in the bottom left. Go to Settings > SMS > SMS auto responders.
SMS link tracking To add Google Analytics tracking to SMS links	Expand the User menu in the bottom left. Go to Settings > Tracking > SMS link tracking.
SMS settings Manage SMS numbers Country rules Branding (for SMS link shortening) SMS rate card	Expand the User menu in the bottom left. Go to Settings > SMS.

Transactional email

I’m looking for…	To find it…
The transactional email dashboard To see delivery and engagement statistics	Go to Analytics > Dashboards. Expand the MORE DASHBOARDS drop-down menu and select Transactional email.
Transactional email settings Credentials and Transactional email users From addresses Tracking settings Complaints	Expand the User menu in the bottom left. Go to Settings > Transactional email.

Ecommerce

I’m looking for…	To find it…
Ecommerce settings Currency settings Revenue attribution Abandoned carts conversion window RFM filter settings eRFM decision window	Expand the User menu in the bottom left. Go to Settings > Commerce > Commerce settings.
My store	Expand the User menu in the bottom left. Go to Settings > Commerce > Store. or Go to Connect > Commerce data > Store.
My product catalogs	Expand the User menu in the bottom left. Go to Settings > Commerce > Catalogs.
The Abandoned carts dashboard	Go to Analytics > Reports. Expand the MORE REPORTS drop-down menu and select Abandoned carts.
Ecommerce reports Revenue Orders Customers	Go to Analytics > Reports. Expand the MORE REPORTS drop-down menu and select Commerce.
Product notifications Back in stock	Expand the User menu in the bottom left. Go to Settings > Commerce > Product notifications.
Product recommendations The product recommendation builder	Go to Content > Products. Select the Recommendations tab. or Expand the User menu in the bottom left. Go to Settings > Commerce > Product recommendations.

Chat

I’m looking for…	To find it…
The chat interface To reply to and manage my chats	Select Chat in the left hand menu.
Chat settings To design the chat widget and manage chat teams	Expand the User menu in the bottom left. Go to Settings > Chat > Settings.
Chat feature tours	Expand the User menu in the bottom left. Go to Settings > Chat > Feature tours.

Analytics/reporting

I’m looking for…	To find it…
Account or cross-account analytics To view email and SMS performance and engagement for my whole account or for multiple accounts.	Go to Analytics > Account analytics/Cross-account analytics.
The email dashboard	Go to Analytics > Dashboards. The Email dashboard is displayed by default.
Email campaign reports	Go to Analytics > Reports. Email reports are displayed by default.
The transactional email dashboard	Go to Analytics > Dashboards. Expand the MORE DASHBOARDS drop-down menu and select Transactional email.
SMS campaign reports	Go to Analytics > Reports. Expand the MORE REPORTS drop-down menu and select SMS.
Program reports	Go to Analytics > Reports. Expand the MORE REPORTS drop-down menu and select Program.
The Chat report	Go to Analytics > Reports. Expand the MORE REPORTS drop-down menu and select Chat.
Pages and forms reports	Go to Analytics > Reports. Expand the MORE REPORTS drop-down menu and select Pages and forms.
Push notifications reports	Go to Analytics > Reports. Expand the MORE REPORTS drop-down menu and select Push notifications.
The Retail dashboard	Go to Analytics > Dashboards. Expand the MORE DASHBOARDS drop-down menu and select Retail.
The Customer dashboard	Go to Audience > Personas. Select the RFM personas tab.
The Opportunities dashboard	Go to Audience > Personas. Select the Opportunities tab.
Ecommerce reports Revenue Orders Customers	Go to Analytics > Reports. Expand the MORE REPORTS drop-down menu and select Commerce.
The Persona movement report	Go to Audience > Personas. Select the Persona movement tab.
Product recommendation reports	Go to Analytics > Reports. Expand the MORE REPORTS drop-down menu and select Product recommendations.
The Abandoned carts report	Go to Analytics > Reports. Expand the MORE REPORTS drop-down menu and select Abandoned carts.

Integration hub

I’m looking for…	To find it…
My currently active integrations	Go to Connect. Your active integrations appear under the heading Installed integrations and extensions. or Go to Connect > Integrations. Select the Active tab.
Available integrations I might be interested in	Go to Connect > Integrations. Select the Featured or Self-serve tab.

Account and user settings

I’m looking for…	To find it…
My profile: to change my profile picture to change my password to update my mobile number for 2FA	Expand the User menu in the bottom left and go to Your profile.
Account notifications	Expand the User menu in the bottom left and go to Notifications.
The Help icon Suggested support articles Links to documentation and videos Support contact information	Select the Help icon in the bottom right of the app.
Usage	Expand the User menu in the bottom left. Go to Settings > General > Usage.
Account settings, including: Account locale and address details Email regulatory settings Unsubscribe and preference centre settings Feature settings such as Contact scoring, Send throttling and more. Security - for two-factor authentication (2FA) Salesforce settings	Expand the User menu in the bottom left. Go to Settings > General > Account settings.
Sender reputation	Expand the User menu in the bottom left. Go to Settings > General > Sender reputation.
Recycle bin	Expand the User menu in the bottom left. Go to Settings > General > Recycle bin.
Exports	Expand the User menu in the bottom left. Go to Settings > General > Exports.
Chat settings	Expand the User menu in the bottom left. Go to Settings > Chat > Settings.
SMS settings	1. Expand the User menu in the bottom left. 2. Go to Settings > SMS.
EasyEditor extensions settings (App blocks)	Expand the User menu in the bottom left. Go to Settings > Email > EasyEditor extensions.
Billing details	Expand the User menu in the bottom left. Go to Settings > Billing > Billing details.
Upgrades and add-ons To purchase additional account features	Expand the User menu in the bottom left. Go to Settings > Billing > Upgrades and add-ons.
Team management To manage accounts, user invitations and permissions, and shared email templates	Expand the User menu in the bottom left. Go to Settings > Users and teams.
Access API users Transactional email users SFTP users Extension profiles (Program extensions) Web behavior profiles	Expand the User menu in the bottom left. Go to Settings > Access.
Domain names	Expand the User menu in the bottom left. Go to Settings > General > Domain names.
Channel management Facebook Google Push notifications Triggered SMS	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. Go to Connect > Digital marketing channels or Expand the User menu in the bottom left. Go to Settings > Digital marketing channels
Account-level Insight data	Expand the User menu in the bottom left. Go to Settings > General > Insight data. or Go to Connect > Account insight data.
The Dotdigital roadmap (what we’re working on)	Expand the User menu in the bottom left and select What we’re working on.
Account switcher To change between multiple accounts that your user has access to	Expand the User menu in the bottom left. Select Switch account. If you’re an account owner who can impersonate other accounts, you see Select account.
Log out	Expand the User menu in the bottom left and select Log out.

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