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Overview of the edrone system navigation

Written by Klaudia Lewandowska

After logging into the edrone system, you will see a navigation bar on the left side, which allows you to switch between functionalities.

Click on Dashboard…

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

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.

Click on Dashboard

Campaigns

Here you will create marketing content for customers, manage mailings. You can also manage discount coupons in this section.

Automations

In this tab you will find our Ready Flows automation scenarios, and you can also prepare your own custom scenario - Custom Flows. In this tab you can also manage discount codes for scenarios and set appropriate limits.

Onsites

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

When you click on the section name, the panel on the left will further expand - you will see all of the onsite functionalities that we offer.

Click on Onsites…

Clients

In this tab you will find all the information about your clients. In the Contacts sub-tab you can search for a specific email address and client profile, in Segments and RFM Analysis you can check client segmentation, in Tags you manage tags, and in the Clients sub-tab you'll find data about clients who've made a purchase. In this tab you can also export data and import data into our system.

Reports

Here you will find reports ranging from basic to detailed. For example, in the "best products" section you can see which products presented on your site are a must have for your customers.

Click on Reports…

Settings

In this section you will find a range of settings from customizing your account, granting access to agents, payments, integrations and the ability to implement a product file (product feed).

Click on Settings

Need additional help?

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

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