An in-depth look at the Mailbutler dashboard

Last year, we introduced an extremely important change to our core product - the integrated Mailbutler Dashboard.

Improving your experience with the Mailbutler desktop extension has always been one of our top priorities, so integrating the Dashboard into the Sidebar of the Mailbutler app was a consistent and completely logical step.

Before March 2021, you had to leave the Mailbutler app and move to your web browser to access your Dashboard.

This, of course, was inconvenient and time-consuming.

Today, on the other hand, you have everything you need for optimal email communication in one place - your inbox.

Read on to find out more about the latest version of the Mailbutler Dashboard and what you can use it for.

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What does the Mailbutler Dashboard look like today?

Design-wise, the Mailbutler Dashboard is minimalist, straightforward, and intuitive. We decided to keep it simple so you can focus on the tasks at hand and get things done faster.

As you can see from the screenshots above, the Mailbutler Dashboard is integrated into the Sidebar of your mailbox and just two clicks away. First, you need to click on the Mailbutler icon, and then hit the Dashboard button at the bottom of the side panel.

Once you open the Dashboard, you’ll see five tabs: Activities, Messages, Contacts, Notes List, and Tasks List. Here’s what they look like:

Activities

The Activities tab provides you with a chronological list of the actions you and your contacts have taken. These include:

• Notes you’ve attached to emails and contacts
• Notes you’ve updated
• Tasks you’ve added to emails and contacts
• Tasks you’ve updated and completed
• Contacts you’ve created
• Emails your contacts have opened
• The status of your scheduled emails

In the Activities tab, you can also see your most urgent to-dos for the day and the status of the emails you’ve sent and enabled tracking for in the last 48 hours (opened or unopened).

Messages

In the Messages tab, you can access all the emails you’ve sent.

Here, you can check when each of your messages was delivered (just hover over the airplane icon) and whether they have been opened or not (one checkmark for not yet opened, two checkmarks for opened).

To see more details about a message you’ve sent, you just need to click on it. Once you do, you’ll be able to see:

• When it was first opened
• When it was last opened
• How many times has it been opened so far
• When it was replied to
• How long you've waited for a response

Last but not least, the Messages tab is where you can add notes and tasks (including follow-up tasks, previously Mailbutler follow-up reminders) to your emails.

To keep everyone on your team up to speed, you can also share important notes and tasks with them. Don't have any collaborators to share with? No worries; you can invite people to collaborate with the Mailbutler Collaborators feature directly in your mailbox (more on this below). After you've done that, you can simply click the sharing button and share with individual Mailbutler users from a list of collaborators.

Contacts

In the Contacts tab, you can see all of your existing email contacts and create new ones. Additionally, if you click on any contact, you’ll be able to attach notes and tasks to it and share them with your teammates.

Plus, your contact’s card shows you when it’s best to reach them based on the tracking data Mailbutler collects for their email address. (This works only when you’ve enabled email tracking.)

Notes List

As the name suggests, the Notes List tab provides you with a list of all the notes you’ve added to both emails and contacts. Here, you can edit, share, and delete notes. If your note list is very long, you can apply filters to find the items you’re looking for more quickly.

Tasks List

Finally, the Tasks List tab is exactly that - a list of all the to-dos you’ve created with Mailbutler. This includes follow-up tasks (previously follow-up reminders).

In this tab, you can edit, share, complete, and delete tasks.

You can also add reminders to your to-dos and remove them. Lastly, you can instruct Mailbutler to set a task to “completed,” remove the reminder, or delete the to-do if you receive a reply using the Automations functionality.

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Where can I find the rest of Mailbutler's features?

To take advantage of the other Mailbutler features, you need to click on the settings button (the little cog in the bottom right-hand corner) and select Account & Preferences from the menu that will open up. Here, you can:

• Enable/disable email and link tracking by default
• Specify when you want to deactivate tracking (after a week, after three months, after six months, after a year, or never)
• Blacklist IP addresses
• Specify what you want to be notified about (opened tracked messages, clicked tracked links, due task reminders, and/or updated shared notes and tasks)
• Create new email signatures and update old ones
• Save, edit, duplicate, and delete message templates
• Invite collaborators to share notes, tasks, signatures, templates and more
  
• And so much more!

If you have any questions regarding the Mailbutler Dashboard, feel free to contact our support team at support@mailbutler.io. We’re always happy to help!