Guide to the new OM3 Navigation

Guide to the new OM3 Navigation

We’ve given the platform a fresh new look to more accurately reflect how your data and content, and our platform tools, are grouped and organized. We’re confident that these changes can streamline your processes and make working in OM3 quicker and easier, but we also know that big changes can take time to get used to. 

So, we’ve put together this quick reference guide to help you locate the platform areas you’re used to in our new navigation.

Tip 🔎

To find what you’re looking for in the tables below more quickly, you can use CTRL + F on Windows, or CMD + F on a Mac, to bring up the search field.



The user menu

We mention the User menu in a number of the instructions for the new navigation. This refers to the menu icon in the bottom left which displays your profile picture, or your initials if you haven't set a profile picture.





Contacts

I’m looking for…

To find it…

  • My All contacts list

  • Go to Audience > Contacts
    This list now includes contacts subscribed with an email address only, a mobile number only, or both.

  • My address books
    Including the Test address book

  • Go to Audience > Lists

Terminology change

Address books are now called Lists . This change reflects the wider variety of data you can now store for your contacts - it’s so much more than email addresses!

  • A contact’s Single customer view

  1. Go to Audience > Contacts .

  2. Search for the contact you want, by email, domain or mobile number.

  3. Select the contact email address or mobile number .

  • Segments

  • Go to Audience > Segments

  • Geographical queries

  1. Go to Audience > Segments .

  2. Select the Geographical query tab.

  • My suppressed contacts list

  • Go to Audience > Suppressions.

  • The Global suppression list
    To run your contact email addresses through the GSL.

  1. Expand the User menu in the bottom left.

  2. Go to Settings > Email > Suppression settings .

  • Contact data fields
    To add or edit fields

  1. Expand the User menu in the bottom left.

  2. Go to Settings > Contacts > Contact data fields .

  • Marketing preferences
    To create and manage my preferences

  1. Expand the User menu in the bottom left.

  2. Go to Settings > Contacts > Marketing preferences .

  • Contact scoring

  1. Expand the User menu in the bottom left.

  2. Go to Settings > Contacts > Contact scoring .

If Contact scoring doesn’t appear, you may need to enable it in your Account settings .

  • The signup form generator

  1. Expand the User menu in the bottom left.

  2. Go to Settings > Contacts > Signup forms .

  • The scheduled contact importer

  • Go to Connect > Scheduled data importer

or

  1. Expand the User menu in the bottom left.

  2. Go to Settings > Contacts > Scheduled data upload .

  • Email subscription settings
    Double opt-in and resubscribe email settings

  1. Expand the User menu in the bottom left.

  2. Go to Settings > Contacts > Subscription settings .

  • Import history

  1. Expand the User menu in the bottom left.

  2. Go to Settings > Contacts > Import history .

  • Contact-level Insight data collections
    Such as orders or webInsight

  • Go to Connect > Contact insight data .

or

  1. Expand the User menu in the bottom left.

  2. Go to Settings > Contacts > Insight data .

  • Seed list

  1. Expand the User menu in the bottom left.

  2. Go to Settings > Contacts > Email seed list .



Email

I’m looking for…

To find it…

  • Email campaigns
    Sent and unsent

  • Go to Campaigns > Email

  • Email templates
    Standard templates, and custom templates I’ve saved or uploaded

  • Go to Content > Templates

  • The image manager

  • Go to Content > Images

  • Default email auto-responder setup

  1. Expand the User menu in the bottom left.

  2. Go to Settings > Email > Default auto responder .

  • Inbox test results

  1. Expand the User menu in the bottom left.

  2. Go to Settings > Email > Inbox test results.

  • Programs

  • Go to Automation > Programs .

  • Triggered campaigns

  • Go to Automation > Triggered email .

  • Site analytics
    To add Google Analytics or other tracking parameters to email links

  1. Expand the User menu in the bottom left.

  2. Go to Settings > Tracking > Broadcast email link tracking .

  • Site and ROI tracking setup

  1. Expand the User menu in the bottom left.

  2. Go to Settings > Tracking > Site & ROI tracking .

  • From addresses

  1. Expand the User menu in the bottom left.

  2. Go to Settings > Email > From addresses .

  • Campaign feeds

  1. Expand the User menu in the bottom left.

  2. Go to Settings > Email > Feeds .

  • Email reports

  • Go to Analytics > Reports . Email reports are displayed by default.



Pages and forms

I’m looking for…

To find it…

  • My published and unpublished pages and forms

  • Go to Content > Surveys, pages, and forms

  • Page and form templates

  1. Go to Content > Templates .

  2. Select the Surveys, pages & forms templates or Custom surveys, pages & forms templates tab.

  • Form reports

  1. Go to Analytics > Reports .

  2. Expand the MORE REPORTS drop-down menu and select Pages and forms .

or

  1. Go to Content > Pages and forms .

  2. Select the form name .

  3. Select FORM REPORT .



Analytics/Reporting

I’m looking for…

To find it…

  • Account or cross-account analytics
    To view email performance and engagement for my whole account or for multiple accounts.

  • Go to Analytics > Account analytics / Cross-account analytics .

  • The email dashboard

  • Go to Analytics > Dashboards .
    The Email dashboard is displayed by default.

  • Email campaign reports

  • Go to Analytics > Reports .
    Email reports are displayed by default.

  • The transactional email dashboard

  1. Go to Analytics > Dashboards .

  2. Expand the MORE DASHBOARDS drop-down menu and select Transactional email .

  • Program reports

  1. Go to Analytics > Reports .

  2. Expand the MORE REPORTS drop-down menu and select Program .

  • Pages and forms reports

  1. Go to Analytics > Reports .

  2. Expand the MORE REPORTS drop-down menu and select Pages and forms .

  • The Customer dashboard

  1. Go to Audience > Personas .

  2. Select the RFM personas tab.



Account and user settings

I’m looking for…

To find it…

  • My profile :

    • to change my profile picture

    • to change my password

    • to update my mobile number for 2FA

  • Expand the User menu in the bottom left and go to Your profile .

  • Account notifications

  • Expand the User menu in the bottom left and go to Notifications .

  • Account settings , including:

    • Account locale and address details

    • Email regulatory settings

    • Unsubscribe and preference centre settings

    • Feature settings such as Contact scoring, Send throttling and more.

    • Security - for two-factor authentication (2FA)

    • Salesforce settings

  1. Expand the User menu in the bottom left.

  2. Go to Settings > General > Account settings .

  • Recycle bin

  1. Expand the User menu in the bottom left.

  2. Go to Settings > General > Recycle bin .

  • Exports

  1. Expand the User menu in the bottom left.

  2. Go to Settings > General > Exports .

  • Team management
    To manage accounts, user invitations and permissions, and shared email templates

  1. Expand the User menu in the bottom left.

  2. Go to Settings > Users and teams .

  • Access

    • API users

    • Transactional email users

    • SFTP users

    • Extension profiles (Program extensions)

    • Web behavior profiles

  1. Expand the User menu in the bottom left.

  2. Go to Settings > Access .

  • Domain names

  1. Expand the User menu in the bottom left.

  2. Go to Settings > General > Domain names .

  • Account switcher
    To change between multiple accounts that your user has access to

  1. Expand the User menu in the bottom left.

  2. Select Switch account .
    If you’re an account owner who can impersonate other accounts, you see Select account .

  • Log out

  • Expand the User menu in the bottom left and select Log out .




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