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Dashboard Tour

What it is​

The thanks.io dashboard at dashboard.thanks.io is your central workspace. Every task - designing mail, managing contacts, running campaigns, reviewing analytics - happens here.

Send Mail​

The Send Mail Wizard is where you design and send mail. Click New Send from the dashboard home to open it. You choose your mailer type, Image Template, message, and recipients, then review a proof before placing the order.

See Send Mail Wizard Walkthrough for a step-by-step guide.

Mailing Lists​

Mailing Lists store your recipients. You can create multiple lists, upload recipients via CSV, verify addresses, apply suppression, and segment contacts for targeted sends or campaigns.

Each list can also power an Address Collection Landing Page - a thanks.io-hosted URL you share with contacts to collect their physical addresses.

Automated Campaigns​

Automated Campaigns automate your sending based on triggers. The index groups automations by their bound mailing list - each group shows all automations for that list with their trigger, schedule, templates, and status.

  • Days After Added - sends mail N days after a recipient is added to a list.
  • Birthday - sends mail 10 days before a recipient's birthday.
  • Anniversary - sends mail 10 days before a recipient's anniversary (like a house anniversary)
  • Holiday - sends mail on or around a specified holiday.
  • Neighbor Blast - sends to addresses within a radius of a specified property.
  • evenFLOW - paces sending to a daily limit, optionally looping through the list.

Templates​

Image Templates - the primary visual design of your mail. Created in the thanks.io editor, uploaded as files, or synced directly from Canva.

Message & QR Templates - the message body, QR code configuration, and replacement variables. Supports AI Fonts, Realism Mode, and Rate My Content scoring.

Analytics​

This section shows scan data from your QR codes. You can view scan rates by Image Template and mailing list, and configure scan notifications (email, text, webhook).

Integrations​

Connect thanks.io to your existing tools. Native integrations include HubSpot, Canva, HighLevel, and more. You can also configure API access, webhooks, and Zapier/Make connections here.

Account & Settings​

Manage your account name, billing, password, two-factor authentication, email notification preferences, and the Branding Builder (your company logo, contact details, and "Scan Me" background used across templates).

Sub-accounts​

Sub-accounts let you create separate scoped tenants under your main account - each with its own lists, templates, campaigns, orders, and webhooks. Useful for agencies managing multiple clients.

Tips & best practices​

  • Use the Branding Builder early - it applies your logo and contact info across templates automatically.
  • Check the audit log under Account settings to troubleshoot API or Zapier activity.
  • Run Rate My Content on new Message Templates before launching a campaign.