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Getting Started2 min read
Your Overview page
What the banner, cards and numbers on your Overview page mean, and why they change as your account grows.
Overview is the first page you see after signing in. It answers two questions: is anything stopping you, and what should you do next? What it shows depends on how far along your account is.
The banner at the top
The page shows one banner at most, the most urgent one. In order, that is:
- 1Your email isn't verified.
- 2Sending is paused or wasn't approved.
- 3Your account is under review.
- 4Sending is approved, but you still need a handle.
- 5Your trial ends within 3 days.
- 6You've used 90% or more of your subscribers, imports or campaign limit.
- 7Your trial is running.
The cards below it
| Card | What it tells you | When you see it |
|---|---|---|
| Setup Guide | Your five setup steps | Until all five are done. It shrinks to a chip once you have subscribers or sends |
| Next step card | One suggestion, such as building a welcome sequence or publishing a landing page | When there's a useful next step |
| Capacity cards | What your plan or trial allows | While you're setting up |
| Stat tiles | Subscribers, open rate, click rate, emails delivered and revenue | Once you have subscribers or sends |
| Milestones | Your progress toward subscriber and email counts | Always |
| Usage meters | Your use against your limits | During a trial, and once you have subscribers or sends |
| Recent activity | What's happened lately | Once you have subscribers or sends |
| Email deliverability | How your sent emails are landing | After your first send |
| Quick actions | Shortcuts to common jobs | Always |
What can go wrong
- Open and click rates show a dash. Rates stay hidden until 50 emails have been delivered, because a smaller number would mislead you.
- You see "Couldn't load your dashboard". Your account data didn't load. Click Retry. If it keeps happening, use Contact support on that screen.
- You see "Some of your usage numbers didn't load". The page is showing what it has. Refresh to try again.
- The trial numbers look low. A trial unlocks Creator features, not Creator volume. See the free plan and trial.
Ready to try it?
Open your dashboard and follow along — or create a free account.