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Patient Copilot Help Center

How to Access the All-in-One Dashboard for Email Marketing

This article will show you how to use Patient Copilot’s All-in-One Dashboard for Email Marketing. This powerful dashboard gives you a unified view of all email activity — including emails sent through Campaigns, Workflows, and Bulk Actions — making it easier to monitor performance and make data-driven decisions.

What is the All-in-One Dashboard for Email Marketing?

The All-in-One Dashboard is a centralized hub in Patient Copilot where you can view performance metrics for every email sent through Campaigns, Workflows, and Bulk Actions. Rather than switching between tools, you now have a consolidated view that streamlines email performance tracking and planning.

Key Benefits of the All-in-One Dashboard

A centralized dashboard simplifies monitoring and planning by combining all email metrics into one place.

  • See performance for Campaign, Workflow, and Bulk Action emails in one view - Gain insights from Top Performing Emails by type - Use filters to isolate data by channel - Scroll to explore detailed stats including open/click rates - Improve decision-making with all relevant data at your fingertips

How To Use the All-in-One Dashboard

Learn how to navigate and interact with the dashboard to monitor your email marketing efforts effectively. 1. Go to Marketing > Emails > Statistics _

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_ 2. View the unified stats displayed by default 3. Use the dropdown in the top-left to filter by email channel. (Emails sent via Contacts → Bulk Actions are grouped under Bulk Action Campaigns in the dashboard filter) 4. Scroll down to explore deeper performance metrics including Top Performing Emails Tip: If you started from Contacts → Bulk Actions → Show Statistics, you can use Load More Stats to open this same Email Statistics dashboard with Bulk Action reporting.

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Feature Highlight: Top Performing Emails

This section helps identify which email content drives the most engagement, broken down by type. Top Performing Emails displays the most effective individual emails:

  • For Campaigns and Bulk Actions: tracks entire email sends - For Workflows: highlights performance at the individual email action level, not the full workflow

Frequently Asked Questions

Q: Can I export data from the dashboard?

Currently, export functionality is not available directly from the dashboard. Q: Does the dashboard include SMS or other messaging stats? No, the dashboard currently focuses on email activity only. Q: Can I compare performance across different email types? Yes, use the dropdown to filter by channel, and visually compare performance metrics. Q: Are automated emails from triggers included? Yes, emails sent through Workflow triggers are included and tracked.

Next Steps

  • Start planning campaigns using insights from top performers - Customize filters to compare email performance by source - Consider optimizing underperforming emails based on these metrics