You can share a dashboard with someone who helps run the business but doesn't sign in to SplashSend, such as a business partner or a bookkeeper. Open the dashboard and click Share at the top of Reports.
A link to view it
- Switch on A link to view it.
- Click Copy link and send it to whoever you'd like.
Anyone with the link sees the dashboard's cards, kept up to date, and can switch between the last 7, 30 and 90 days. Nobody's name or email address is ever on it. It does show the names of your campaigns, drips, groups, forms and products, and nothing on it opens anything in your account. Your goals and the question box aren't on it.
Under the link, the Share window says when the link was made and how many times it has been opened. Stop this link working stops it for good. If you switch the link on again, you get a new one, and the old one stays stopped.
Emailing it
- Switch on Email it to people.
- Type an address under Send it to and click Add. Add as many as you need. The cross beside an address takes it off.
- Under How often, choose Every Monday, First of the month or Every morning.
Each email goes out at 9am in your account's time zone, and the Share window says when the next one is due. The morning and Monday emails cover the last 7 days, and the monthly one covers the last 30. Each card's figures come as a small table, with a button to open the dashboard while its link is on. The Sender reputation card is left out.
Every email has a Stop sending it to me link at the bottom, so anyone can take themselves off. To stop the email for everyone, switch off Email it to people.