Dashboard Home & Schedule
The dashboard home page (Dashboard in the sidebar) gives you a snapshot of your organization: sessions that need attention, today's activity, how your registration funnels are doing and overall totals. The Schedule page shows every session of every webinar on a calendar, where you can also add and reschedule sessions.
Access: everyone on your team can view the dashboard home and the Schedule. Marketers and admins can add, edit and reschedule sessions from the Schedule; moderators and staff can only view it.
Dashboard home
The home page uses your computer's time zone to decide what "today" is.
Sessions
The Sessions section lists, in this order:
- Sessions that are Live or Open (featured but not live yet). These cards are highlighted.
- Sessions in Replay.
- The next three Scheduled sessions, soonest first.
Each card shows the webinar's cover image and title, the session label, its status, how many people are registered (canceled registrations aren't counted) and the Live Start date and time. The time is shown in the webinar's own time zone if it has one, otherwise in your computer's time zone. Live Panel opens the live control panel for that session. View schedule opens the Schedule.
The section is hidden when you have no live, open, replay or scheduled sessions. For what each status means, see Sessions & Lifecycle.
Today
Five cards count today's activity, from midnight until now:
| Card | What it counts |
|---|---|
| New Contacts | Contacts added to your organization. |
| Registrations | New session registrations, from any source. Registrations canceled later still count. |
| Funnel Submissions | New entries in any step of any funnel: mostly form submissions, but also tracked-link clicks, webhook entries and contacts your team added to a step. |
| Page Views | Views of pages that belong to a funnel, counting each visitor once per page per day. Bots aren't counted. |
| Emails Sent | Emails of every kind recorded as sent: confirmations, reminders, starting now, replay, sign-in, automation and broadcast emails. Test emails aren't counted. |
Under each number:
- A comparison with yesterday up to the same time of day: ▲ or ▼ with the percentage change, same as yday when equal, a + number when yesterday had none, or a dash when both are zero.
- last 7d: the count since midnight seven days ago, including today.
All Funnels chart
The chart plots Page Views and Submissions per day, with the totals for the period above it. It covers the last 30 days by default; use the date picker to change the range. When you pick a single day, it shows hourly values instead.
Only Registration funnels
The chart counts only funnels created from the Registration template. Page Views counts each visitor once per page per day, and Submissions counts form submissions from identified contacts.
Below the chart, Recent Funnels shows up to three funnels with the most recent activity (archived funnels are left out). Each shows its form submissions for its most recent session and, if the funnel has a conversion card, its conversion rate. View all opens the Funnels page.
Totals
| Card | What it counts |
|---|---|
| Contacts | All contacts in your organization. |
| Webinars | All webinars. |
| Segments | All segments. |
| Events | All engagement events recorded for your contacts, such as chat messages, poll votes, reactions, offer clicks, feedback and session joins. |
| Pending GDPR | GDPR requests waiting to be processed. |
Schedule
The Schedule page shows the sessions of all your webinars on a calendar. Use the arrows to move back and forward, Today to jump to the current date, and Month or Week to change the view.
Read the calendar
- Each session appears from its Live Start to its Live End, labeled with the webinar title and the session label. If the session has no live times, it spans its featured period instead.
- The color shows the status: blue for Scheduled, orange for Open, green for Live, purple for Replay and yellow for Archived.
- A faint band behind a session shows its featured period, from Featured From to Featured Until, when that differs from the live times.
- The calendar grid uses your computer's time zone. The session panels show dates in the webinar's time zone (or your organization's default), noted under the date fields as "All times in …".
Add a session
- Click a day in Month view, or click or drag across a time range in Week view.
- Choose the webinar. If you have no webinars yet, the panel offers Create Webinar.
- If you want, fill in Label (optional), for example "March Edition", and Playback URL (optional). An empty label is generated from the session date.
- Under Funnels, tick at least one of the webinar's funnels to track for this session.
- Check the dates: Featured From, Live Start, Live End and Featured Until. The featured period initially covers the whole day you picked. The live time is 19:00–21:00 if you clicked a day in Month view, or your selection in Week view. To change a date, see Pick a date on the calendar.
- Click Create.
The webinar needs a funnel
Create stays disabled until you tick a funnel. If the webinar has no funnels, the Funnels list doesn't appear and you can't create the session here. Create a funnel for the webinar first.
The New Session button on a webinar's page also opens the Schedule.
Pick a date on the calendar
- In the session panel, click the date field you want to change. The panel closes, the calendar switches to Week view if needed, and a Pick … banner shows which field you're setting.
- Click or drag on the calendar. Featured From and Live Start take the start of your selection; Live End and Featured Until take the end.
Click X on the banner to cancel. When you're adding a session, the panel reopens with the new date. When you're editing an existing session, the new date is saved right away and the panel stays closed.
Edit a session
Click a session to open its panel. It shows the webinar title, the session status and label, and a link to the Playback URL if there is one.
- Webinar opens the webinar's page.
- Live Panel opens the live control panel.
- Change the dates as described above, then click Save.
To change a session's label or playback URL, or to delete it, click Edit next to the session on the webinar's Sessions tab. See Sessions & Lifecycle.
Reschedule by dragging
- Drag a session to another day or time.
- In Reschedule session?, check the message, for example "Move "…" 2 days forward? All dates (open + live) will shift accordingly.", and click Reschedule.
All four dates move by the same amount, so the session keeps its length. Click Cancel to put it back.
Reminders already sent aren't repeated
If a session's reminders already went out, moving it doesn't send them again. See Email Notifications.