Symplify platform overview

Take a quick tour of the Symplify platform.

This article gives an overview of the main areas of the platform, with links to more detailed articles.

The main areas are:

In the top right you can find a feedback button - all your thoughts are in interest for us so please let us know what you think or if something isn't working as you thought it would! Thanks!

Demo video:

Dashboard

The dashboard displays Journey information, a list of your available segments and your latest campaign drafts. It also includes information related to Dynamic Web if it's included in your package.

Related articles with more details can be found below:
Dashboard

Main menu and navigation

The main navigation is a panel on the left side of the screen, available on all pages within the platform.

When you hover over the panel, it expands to reveal full menu options, making navigation both space-efficient and easy to use.

Collapsed navigation panel: Expanded navigation panel:

Using the Create Button

A blue Create button is available on the right side of the screen in sections where you build content — such as campaigns, automation, segments, and more.

This quick-create option makes it easy to start something new without leaving your current view.

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Related articles with more details can be found below:

Main menu and navigation

Overviews

Overviews are the pages where the things you have created are listed for you to find. This can be e.g. Campaign drafts, journeys or segments.

Campaign and automation overviews show all channels in one place. When you enter Campaign drafts, you see all your drafts, regardless of channel. To narrow your view, you can filter on Channel.

In Campaigns you may see both campaign types Multi Step Campaign flows and Single step (old campaign module).

By clicking the arrow on multi step rows (Multi Step Campaign) you can see the individual send steps within the campaign.

The Campaigns and Automation pages are where you do your everyday work with editing your communication. Reporting is not shown here.

You can see your sent campaigns from here and copy them to drafts. Statistics for all sending modules are found under Reports.

Related articles with more details can be found below:

Campaign overview

Multi Step Campaign

Automation overview

Create and edit a Journey

Journey version control

DataDocs for Journeys

Create communication

Instant Messaging setup

SMS inbox

Monitor

Monitor shows the latest processed activity on your account.

You can filter your view on Status and/or Type. You can also search and change your timespan.

All related articles can be found below:

Monitor

Reports

Reports are found in the menu.

On the left, you can filter your view by type. On the right, you can search, adjust the timeframe, and customise column order and visibility.

All related articles can be found below:

Reports

Manual sendout statistics export

Contacts

All your recipient data is stored in a database which you use whenever doing a sendout or analyzing customer activity. To find your databases, simply navigate to Contacts on the left side menu, which shows an overview.