Email Marketing Dashboard

Complete Training Manual for Administrators

v1.0 · March 2026 · Sendly Email OPS

Logging In (Magic Link)
Dashboard Overview
Managing Campaigns
Email Templates
Template Builder
Composing & Sending Emails
Automated Email Flows
Subscribers & CSV Import
Segmentation
A/B Subject Testing
Analytics & Metrics
Database Settings
Troubleshooting
API Reference

The Sendly Email Dashboard uses passwordless authentication. Only authorized admin emails can access the dashboard.

Authorized Admins

Email	Role
admin@yourdomain.com	Super Admin
peacemarkhammed@gmail.com	Super Admin

How to Log In

Go to the dashboard URL. You'll be redirected to the login page.

Enter your admin email address and click "Send magic link".

Check your inbox for an email from hello@hellosendly.com with the subject "Your Sendly Dashboard login link".

Click the "Sign in to Dashboard" button in the email. You'll be logged in automatically.

Tip: The magic link expires in 15 minutes. If it expires, request a new one. Your session lasts 7 days before you need to log in again.

Logging Out

Click the "Sign out" button at the bottom of the left sidebar, below your name and role.

2. Dashboard Overview

The main dashboard shows a snapshot of your email marketing performance over the last 30 days.

Key Metrics (Top Cards)

Metric	What It Means	Good Target
Emails Sent	Total emails sent in the period	Growing month-over-month
Open Rate	% of delivered emails that were opened	25%+ (transactional: 40%+)
Click Rate	% of delivered emails where a link was clicked	5%+ (transactional: 10%+)
Revenue Driven	Estimated revenue attributed to email campaigns	Growing

Alerts Section

Below the metrics, you'll see color-coded alerts:

Color	Meaning	Action
Red	Critical issue (high bounce rate, complaints)	Fix immediately
Amber	Upcoming events or warnings	Review and prepare
Green	Good news (performance above benchmark)	No action needed

Active Campaigns Table

Shows your running campaigns sorted by open rate. Each row shows: campaign name, type, emails sent, open rate, click rate, and status.

Health Signals

Bottom-right panel shows deliverability health:

Signal	Target	Alert If
Unsub Rate	< 0.5%	> 0.5% per send
Bounce Rate	< 2%	> 2%
Complaints	< 0.1%	> 0.1%
Deliverability	> 98%	< 95%

Time Period Toggle

Use the 30d / 7d / 90d buttons at the top to switch between time periods.

3. Managing Campaigns

Go to All Campaigns in the sidebar to see every campaign.

Campaign Types

Type	Description	Trigger
Welcome	4-email onboarding series	User registers
Transactional	Order confirmation, delivery, rating	Order events
Reorder	Win-back series for inactive users	Daily cron (7/14/21 days)
Newsletter	Faaji Friday, Monthly Digest, Announcements	Scheduled/manual
Promo	Holiday, Referral Blitz, Milestones	Manual or milestone events

Campaign Statuses

Status	Meaning
live	Active and sending
auto	Automated (triggered by events)
draft	Not yet sending
review	Needs attention (high bounce/complaint)

Filtering

Use the tabs at the top (All, Welcome, Orders, Reorder, Newsletter, Promo) to filter campaigns by type.

4. Email Templates

Go to Templates in the sidebar. You'll see all 16 built-in templates organized by domain.

Built-in Templates

Template	When It Sends
WelcomeEmail1	Immediately on signup
WelcomeEmail2	Day 2 (if no ride taken)
WelcomeEmail3	Day 5 (if no Eats order)
WelcomeEmail4	Day 10 (Refer & Earn)
OrderConfirmation	When order is placed
OrderEnRoute	When Rider picks up order
RatingRequest	30 min after delivery
WinBack1	7 days inactive
WinBack2	14 days inactive
WinBack3	21 days inactive
MonthlyDigest	1st of each month
FaajiFriday	Every Thursday 6pm WAT
Announcement	Manual (city launch, features)
HolidayPromo	Manual (Eid, Christmas, etc.)
ReferralBlitz	Monthly push
Milestone	5th order, 10th ride, 1-year anniversary

Editing a Template

Click any template card to open the editor modal.

Edit the Template Props (JSON) on the right side. These control the dynamic content (name, promo code, etc.).

Enter a test email address and click "Send test" to preview how it looks in a real inbox.

5. Template Builder

Create custom email templates from scratch using the block-based builder.

Go to Templates → click "+ Create template"

Use the Blocks panel on the left to add content blocks: Heading, Text, Button, Image, Promo Code, Divider, Spacer.

Click a block in the Blocks list on the right to edit its content, links, and styling.

Use the arrows to reorder blocks, or the × button to remove them.

The Preview panel shows a live rendering of your email.

Fill in the template name, subject line, preview text, and category.

Click "Save template" to store it, or "Send test" to preview in your inbox.

Available Block Types

Block	Use For
Heading	Section titles, hero text (small/medium/large)
Text	Body paragraphs, descriptions
Button	CTA buttons with links (styled in Sendly orange)
Image	Header images, product photos (paste URL)
Promo Code	Highlighted discount code with expiry
Divider	Horizontal line separator
Spacer	Vertical spacing (small/medium/large)

6. Composing & Sending Emails

Go to New Campaign in the sidebar.

Campaign Details: Enter campaign name, select email type and template.

Email Content: Set the subject line, preview text, and any custom overrides.

Audience: Select a segment (all_active, new_users, lapsed_7d, etc.) and optional city filter.

Send Settings: Choose to send immediately, schedule for a specific time, or optimize send time per user.

Click "Send" or "Save draft".

Warning: Always send a test email to yourself first before sending to the full audience. Check the email in Gmail, Outlook, and on mobile.

7. Automated Email Flows

Go to Email Flows in the sidebar. These are automated sequences triggered by user actions.

Active Flows

Welcome Series (4 emails over 10 days)

Trigger: User registers → Email 1 immediately → Wait 2 days → Email 2 (if no ride) → Wait 3 days → Email 3 (if no Eats order) → Wait 5 days → Email 4 (Refer & Earn)

Order Transactional (3 emails per order)

Trigger: Order created → Confirmation immediately → Picked up → En Route email → Delivered → 30 min delay → Rating Request

Win-Back / Reorder (3 emails, daily scan)

Daily at 6am WAT: scans for inactive users → 7 days → WinBack1 → 14 days → WinBack2 → 21 days → WinBack3 (last chance)

Faaji Friday (weekly)

Every Thursday at 6pm WAT: sends to all active subscribers reminding them of Friday discounts.

Monthly Digest (1st of month)

1st of each month at 9am WAT: sends monthly roundup with stats and stories.

8. Subscribers & CSV Import

Go to Subscribers in the sidebar to manage your email audience.

Importing Subscribers via CSV

Click the "Import CSV" button on the Subscribers page.

Either paste CSV data directly into the text area, or click "Upload .csv file" to select a file from your computer.

Your CSV must have a header row with at least an email column. Optional columns: name, user_id.

Click "Import subscribers". You'll see a summary of imported vs skipped rows.

CSV Format Example

email,name,user_id
tunde@example.com,Tunde Adeyemi,usr_001
hammed@example.com,Hammed Peacemark,usr_002
aisha@example.com,Aisha Ibrahim,usr_003

Tip: Duplicate emails are automatically skipped (no double-importing). Invalid email addresses are reported in the error summary.

9. Segmentation

Go to Segments in the sidebar. Segments are groups of users filtered by behavior or attributes.

Built-in Segments (from Sendly DB)

Segment	Description
`all_active`	Active in last 30 days
`new_users`	Registered in last 14 days
`lapsed_7d`	Inactive 7-13 days
`lapsed_14d`	Inactive 14-20 days
`lapsed_21d`	Inactive 21+ days
`eats_users`	At least 1 Eats order
`rides_users`	At least 1 ride
`delivery_users`	At least 1 delivery
`ibadan`	City: Ibadan
`referrers`	Has referred other users

Creating Custom Segments

Custom segments can be created from imported subscribers by assigning them a segment name via the API or during import.

10. A/B Subject Testing

Test two subject line variants to find which gets more opens.

How It Works

Create an A/B test via the API with two subject line variants and a test percentage (default 20%).

The system splits outgoing emails: some get Subject A, some get Subject B.

After enough samples (100+ emails), the system automatically picks the winner based on open rates.

The winner needs at least a 5% higher open rate to be declared. If too close, it stays pending.

11. Analytics & Metrics

Go to Analytics in the sidebar for detailed performance data.

Key Terms

Term	Definition
Sent	Email accepted by Resend for delivery
Delivered	Email reached the recipient's mail server
Opened	Recipient opened the email (tracked via pixel)
Clicked	Recipient clicked a link in the email
Bounced	Email rejected by recipient's server (bad address, full inbox)
Complained	Recipient marked email as spam

Important: If bounce rate exceeds 2% or complaint rate exceeds 0.1%, the system automatically suppresses those email addresses to protect your sender reputation.

Real-time Updates

The dashboard supports WebSocket for real-time metric updates. Counters update live as emails are sent and opened.

CSV Export

Download campaign metrics, email logs, and suppression lists as CSV files from the Analytics page or via the API:

GET /api/exports/campaigns     — Campaign metrics
GET /api/exports/email-log     — Send history
GET /api/exports/suppression   — Blocked addresses

12. Database Settings

Go to Settings in the sidebar to configure database connections.

Two Environments

Environment	Purpose	When to Use
Dev	Development / Staging database	Testing, building templates, QA
Production	Live Sendly database	Sending real emails to real users

Two Databases Per Environment

Database	Access	Purpose
Sendly DB	Read-only	User data, activity, segmentation
Email Service DB	Read-write	Email logs, metrics, suppression, templates

Configuring a Database

Go to Settings and find the environment (Dev or Production).

Enter Host (IP or hostname), Port (usually 3306), Username, Password, and Database name.

Click "Test Sendly DB" or "Test Email DB" to verify the connection works.

Click "Save Dev Config" or "Save Production Config".

Use the Dev / Production toggle at the top to switch which environment is active.

Caution: Switching to Production means all queries go to the live database. Double-check credentials before switching. The active environment affects ALL dashboard data, segmentation, and email sending.

13. Troubleshooting

Common Issues

Problem	Cause	Fix
Can't log in	Email not in admin list	Only authorized emails can log in. Contact the system admin.
Magic link expired	Link is 15+ minutes old	Request a new magic link from the login page.
Dashboard shows mock data	No database connected	Go to Settings and configure your database connection.
Test email not received	Resend API key invalid	Check that the RESEND_API_KEY in .env is valid and the domain is verified.
High bounce rate alert	Bad email addresses in list	Review the suppression list. Clean your subscriber data.
Email images not loading	Images hosted externally	Ensure image URLs are accessible (https://) and under 100KB.
"Connection refused" errors	Database not reachable	Check database host, port, firewall rules. Use the Test button in Settings.
Emails going to spam	Sender reputation issue	Check complaint rate. Ensure hellosendly.com domain SPF/DKIM are configured.

Health Check

Visit /health to see system status. A healthy system shows:

{
  "status": "ok",
  "checks": {
    "emailDb": { "status": "ok", "latency": 5 },
    "redis": { "status": "ok", "latency": 1 }
  }
}

14. API Reference

The email service exposes REST APIs for integration with the Sendly app.

Authentication

All API calls require either a session cookie (from dashboard login) or an X-API-Key header.

Event Endpoints (called by Sendly app)

Method	Path	Description
POST	`/events/user-registered`	Trigger welcome series
POST	`/events/order-created`	Send order confirmation
POST	`/events/order-picked-up`	Send "on its way" email
POST	`/events/order-delivered`	Schedule rating request (30min)
POST	`/events/ride-completed`	Check for ride milestones
POST	`/events/order-completed`	Check for order milestones

Dashboard API

Method	Path	Description
GET	`/api/dashboard/stats`	Overview metrics
GET	`/api/dashboard/campaigns`	All campaigns with metrics
GET	`/api/dashboard/health`	Deliverability health signals
GET	`/api/dashboard/funnel`	Email funnel data
GET	`/api/dashboard/schedule`	Upcoming sends
GET	`/api/dashboard/realtime`	Live counters
GET	`/api/dashboard/calendar`	Campaign calendar
POST	`/api/dashboard/send-test`	Send test email

Export Endpoints

Method	Path	Returns
GET	`/api/exports/campaigns`	CSV of campaign metrics
GET	`/api/exports/email-log`	CSV of all email sends
GET	`/api/exports/suppression`	CSV of suppressed emails

Multi-Language Support

Templates support 4 languages: English, Yoruba, Hausa, and Pidgin English. The system auto-detects language based on user city (Ibadan → Yoruba, Kano → Hausa).

Email Client Preview

Preview how emails render across clients: Gmail, Outlook (Windows), Apple Mail, and Yahoo Mail. Each client has different CSS support, and the preview simulates the differences.

You're all set! For technical support, contact the development team. For email deliverability issues, check the Health Signals dashboard first.

Email Marketing Dashboard

Table of Contents

1. Logging In (Magic Link)

Authorized Admins

How to Log In

Logging Out

2. Dashboard Overview

Key Metrics (Top Cards)

Alerts Section

Active Campaigns Table

Health Signals

Time Period Toggle

3. Managing Campaigns

Campaign Types

Campaign Statuses

Filtering

4. Email Templates

Built-in Templates

Editing a Template

5. Template Builder

Available Block Types

6. Composing & Sending Emails

7. Automated Email Flows

Active Flows

8. Subscribers & CSV Import

Importing Subscribers via CSV

CSV Format Example

9. Segmentation

Built-in Segments (from Sendly DB)

Creating Custom Segments

10. A/B Subject Testing

How It Works

11. Analytics & Metrics

Key Terms

Real-time Updates

CSV Export

12. Database Settings

Two Environments

Two Databases Per Environment

Configuring a Database

13. Troubleshooting

Common Issues

Health Check

14. API Reference

Authentication

Event Endpoints (called by Sendly app)

Dashboard API

Export Endpoints

Multi-Language Support

Email Client Preview