Shortcut Menu

The Shortcut Menu allows you to start a specific action from any page of the user interface.

To open this menu, click on the 3-dot button located at the bottom right of the user interface.

Please note that this button is visible only when you have selected a specific project in the project selector at the top left of the user interface.

For example, if you are in the 'Contacts' section and want to set up a new automation, you don't need to go the 'Automations' section and click on the blue + button anymore… All you need to do is to click on the 3-dot button and click on 'Create an Automation', right from the 'Contacts' section.

Here are the shortcuts available:

• Projects Overview
• Create a Link / Split Link / Event
• Create a Contact
• Create a Segment / Tag / Field
• Draft / Send an Email
• Draft / Send an SMS
• Create an Automation / Rule
• Create a Form / Page
• Import Contacts / Sales / Unsubs

Updated on: 31/08/2020