Navigating the Marketing Cloud UI

Example of the Marketing Cloud components

The Marketing Cloud UI is made up of four distinct areas:

  • The Sidebar (1).
  • The Main window (2).
  • The Information panel (3).
  • The Options drop-down panel (4).

The Sidebar

The Sidebar normal view with the Hub options displayed

The Sidebar enables you to directly access all the pages of each Marketing Cloud module. For example, when you click Hub, links to its Dashboard, Customers, Analytics and Automations pages display, together with the Settings page if you are an Admin user.

Note:
The modules that are active in the sidebar depend upon your permissions. Only the modules you have access to can be highlighted and clicked.

The Sidebar itself can be displayed in two formats:

  • The normal view.
    Displays the module names and their associated icons.
  • The compact view.
    Only displays the module icons.
    Hover your mouse over the appropriate module icon to display links to its pages.

The Sidebar compact view with the Hub options displayed

If you use, for example, a tablet to access the Marketing Cloud UI, you may need to toggle the Sidebar to the compact view, to be able to see more of the selected page in the Main window.

Toggling between the Sidebar views
To toggle between the normal and compact Sidebar views, do the following:
• To change to the compact view, click the Contract icon , positioned at the foot of the Sidebar normal view.
• To change to the normal view, click the Expand icon , positioned at the foot of the Sidebar compact view.

Module icons

The module icons are as follows:

Account Central
Hub
Plan
Flow
Data
Go to Send

 

The Account Central Dashboard page is selected by default.

Note:
Additional Account Central pages are available, if you have admin permissions for that module.

The Main window

The Main window is where the selected module page is displayed, allowing you to carry out the planned operations.

Note:
If you click Go to Send in the Sidebar, the module displays in a separate browser tab.

For more about using each module, click [here] to access the appropriate user guide.

The Information panel

The Information panel displays the names of the currently selected Node and Workspace, together with the initials of the user.

Click the panel to display the Options drop-down panel.

The bell-shaped Notifications icon , enables you to view any available news about the Contactlab Marketing Cloud.

The Options drop-down panel

The Options drop-down panel

The Options panel enables you to:

  • Change your Working preferences.
    Click to change the Company, Workspace and/or Node that you are using.
  • View and/or edit your personal Profile.
    Click to display the Account Central > Your account page in the Main window.
  • View the latest Contactlab News.
    Click to display the news in the Main window.
  • Give a suggestion to Contactlab.
    Click to display the Contactlab feedback page in a separate browser window.
  • Access the User documentation for each module.
    Click to display the User guides page in a separate browser window.
  • Access the Developer documentation for each module.
    Click to display the Contactlab developer site in a separate browser window.
  • Contact us.
    Click to display the Help Center page in a separate browser window.
  • Sign out.
    Click to end the current Marketing Cloud UI session.

 

 

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