The dashboard is the center of your Heyo experience. Here, you can create, delete, and duplicate your various campaigns and businesses. Knowing how your dashboard works will help you stay organized and work efficiently.
Note: you can always access your dashboard via the “Dashboard” link at the top or right side of your page.
1. Add a New Business
The “Add a New Business” button allows you to create a new “business” in Heyo. Think of a “business” as a folder to keep your campaigns organized.
If you have multiple businesses (or clients) you might want to keep the campaigns you are running separate from one another to avoid confusion.
Click the “Add New Business” button to create a new business. You’ll be presented with a drop down to provide a name and logo. The only thing required is the business name. The Business Logo URL is optional and can be pasted as a link or uploaded directly from your computer.
When you’re finished, hit the orange “Add Business” button to save the new business.
Note: The business name and logo are only visible to you and do not affect what people see on your published campaign.
2. Edit a Business
To edit an existing business, click on the little “pencil-square” in the top-right of the title block. Here, you will be able to make changes to the name or logo of an existing business. Once you’ve made the changes, hit the “Save Changes” button to confirm.
3. Select a Business
This is the search-bar at the top-left of your dashboard. Clicking anywhere in this bar will produce a drop-down that displays all the businesses you have created. You can also search for a specific business by typing the name in the search-bar.
4. Data tracking: Likes, Impressions, and Emails
Heyo provides very basic in-house tracking on the dashboard to include Likes, impressions, and emails collected.
(a) Likes: This is the total number of Likes for the Facebook page you are publishing your campaigns to. Please note that it does not track Likes specifically gained by your campaigns – it will only report the total number associated with your Facebook Page.
(b) Impressions: This is the total number of page-views for all campaigns run within this business. Please note that these are not “unique” page views so the same person can cause multiple impressions.
(c) Emails: This tracks the total number of emails collected by campaigns run in this business. Please note that this tracks all emails collected – so if you’ve run 3 campaigns under this business, the total of all 3 campaigns will be displayed. You can see the individual emails collected per campaign by downloading the CSV.
Note: The only way to reset all the stats is to delete the business and create a new one in its place.
For more in-depth tracking: check out our Google Analytics integration under the “Options” tab in the editor. You can also place tracking script on your campaign under the “Options” in the editor.
5. Create a campaign button
Hit this button to get started with a new campaign.
Once you click it, a drop down will ask you to name the campaign. Name your campaign (you can change the name later) then hit the orange “Save and Continue” button; this will take you into the Heyo editor.
The Heyo editor will ask you what your goal is and suggest a template based on your goal. However, you can completely skip this and start searching templates with the tabs on the right of your screen.
This is as far as we’ll go into the Heyo editor since this tutorial is focused on the dashboard. Remember, clicking on the “Dashboard” link at the top of the editor will bring you back to your dashboard.
Note: If you exit the editor without choosing a template, Heyo will default to a blank template for you and save the campaign on your dashboard.
6. Campaign counter
The campaign counter is displayed to the top-left of your dashboard. It keeps track of the total number of campaigns you have created against your campaign limit.
The basic business plan comes with a 3 campaign limit and once you hit that, you’ll have to delete or repurpose an existing campaign to make a new campaign; or, if you’re looking grow beyond the 3 campaign limit, you can contact email@example.com about upgrading.
7. Download CSV button
This button allows you to send the CSV file for your campaign to an email address of your choosing. It will default to the email address associated with your account.
8. Edit button
This button brings you into the Heyo editor so you can work on your campaign. Clicking on the campaign title or the campaign thumbnail does the exact same thing!
This little orange circle will list any notifications Heyo has sent out. Heyo occasionally sends out notifications for any new updates, webinars, or blog posts. We’ll also use notifications to keep you in the loop with any on-going bugs or issues we are facing.
10. Settings Menu
This little gear, to the top-right of your dashboard, will drop down with options to go to your account settings, the support portal, or log out.
Remember that you can always get back to the dashboard via the “dashboard” link at the top of your screen or the “dashboard” tab to the right of your screen.
And that wraps up our tutorial of the dashboard! If you have any questions or suggestions, please don’t hesitate to email us at firstname.lastname@example.org