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HOW TO START?
SYSTEM NAVIGATION
Overview of edrone system navigation
Overview of edrone system navigation
Ilona Srebnicka avatar
Written by Ilona Srebnicka
Updated over a week ago

After logging in to the edrone system, on the right side there is a navigation bar, thanks to which it is possible to switch between functionalities.

To return to the main menu or the previous view, use the "Back" option available in the navigation bar on the right.

In individual parts of the system, you will find question mark icons on a gray background. After hovering over the question mark, a definition of, for example, a selected metric from the reports section will appear.

There are also guides, also in the form of recordings, and links to portfolios. You will find them at the top of almost every subpage in the system.

DASHBOARD

Click on  DASHBOARD

This page is displayed automatically after logging into the system. The section is divided into:

  • Dashboard

  • View

  • Automation

In this section, you can view a shortened copy of the report, such as the impact rate or revenue. In view, however, we see a division of identified users into unidentified ones. Automations allow you to see how many automations are currently active, similarly to Newsletters.

To delve into edrone reporting, click here

INBOX

After configuring this section, you can respond to customers from the edrone chat and set up redirection from another email address and/or Messenger.

Click on  INBOX

You can read more about solutions for the Customer Service Office here.

CRM

In this panel, you will see information about tags assigned to customers, identification, subscription status, customer purchase value, etc.

Click on  CRM

In the search engine, you can also search for a specific customer address and check the information collected about him.

More information on this section can be found here.

NEWSLETTER

Here you will create marketing content for customers, manage shipments and verify reports. In this section you can also manage discount coupons.

Click on  NEWSLETTER NEW

ENGAGEMENTS

Here you can create automation creations and dynamic, A/B, SMS, dedicated and category newsletters. In addition, it is a place where you can manage their shipment and enter discount codes.

Click on  ENGAGEMENTS

Read about automation scenarios here and newsletter-sending scenarios here.

ONSITE

The above-mentioned section is used to implement onsite elements on the website.

After entering this section, the panel on the right side will expand further - you will see all the onsite functionalities we offer.

Click on  ONSITE

Everything you need to know about onsite solutions can be found here.

CUSTOM FLOWS

In this tool, you will create a custom automation scenario tailored to your needs.

Click on  CUSTOM FLOWS

Materials about Custom Flows are available here.

REPORTS

Here you will find reports from basic to detailed. For example, in the “best products” section, you can check which products presented on your website are must-haves for your customers.

Click on  REPORTS

Remember that regular reporting is the key to success. Be sure to read more about reports.

SETTINGS

In this section, you will find a range of settings, from customizing the account to granting access to agents, payments, integrations, imports, exports, and the possibility of implementing a product feed.

Click on  SETTINGS

You can find the account settings materials here.


Need additional help?

If you have any questions about system navigation in edrone, please contact us at hello@edrone.me


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