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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 recipients, running campaigns, reviewing results - happens here.

The sidebar is organized around the three parts of every send: who it goes to (Audience), what it looks like and says (Creatives), and how it goes out (Send). Reports and Resources follow. Your account settings live in the account menu at the top right.

Dashboard​

Dashboard at the top of the sidebar opens your home page. From here you can:

  • Describe a mailer in the Design a mailer with ThanksAI box and have ThanksAI draft a design for you.
  • Work through Finish setting up your account (branding, a payment method, and your first design) while setup is incomplete.
  • Read Every send has three parts: your mailing lists, your ready-to-send creatives and your running campaigns, each with a next step.
  • See your credit balance, orders sent, and top QR scan rate.
  • Pick a format under What would you like to send? to start a send for that mail piece, with your per-piece price shown on each.
  • Check your send activity chart and recent orders.

Send​

The Send group holds every way mail goes out.

  • Send Mail opens the step-by-step wizard for a one-time send: choose a mail piece, pick a creative (or a separate front and message), add recipients, and place the order. See the Send Mail Walkthrough.
  • Campaigns automate sending. A campaign is a mailing list plus the actions that keep mailing it: birthdays, holidays, new sign-ups, or a steady few a day with evenFLOW. Each action mails a creative. See Automated Campaigns Overview.
  • Integrations & API connects thanks.io to your CRM, automation apps such as Zapier, Make and n8n, and AI assistants such as Claude and ChatGPT through the AI Assistants card. See Integrations Overview and API Overview.
  • Done For You Mail lists complete mail programs built for specific industries, each on its own site.

Audience​

The Audience group is where your recipients live.

  • Mailing Lists store your recipients. Add people one at a time, upload a spreadsheet, buy addresses around a location with radius search, or sync from an app. Lists also handle address verification, suppression, and Address Collection Landing Pages. See Mailing Lists Overview.
  • Recipient Search looks up a person by name or address across every mailing list and everything you have already mailed.

Creatives​

The Creatives group is where you design your mail.

  • Creatives is your library of saved mail designs. A creative pairs a front design with a message (handwriting style, QR code and message background included), one per mail piece. Click New creative to build one yourself or design one with ThanksAI, and click Send it on any card to mail it. See Creatives and Creating a Creative.
  • Branding holds your Brand builder (logo, contact details, colors) and Branded designs, the default design each mail piece uses. See Branding Builder.

Reports​

  • Orders lists every order you have placed, with filters for mail piece, status, creative, campaign, mailing list and date. Open an order to see its recipients, track each piece, cancel within the first hour, or Re-Submit it.
  • Analytics shows QR scan rates by template, mailing list and campaign, plus your most recent scans. See Analytics Dashboard and QR Tracking Overview.

Resources​

  • Knowledgebase opens this help center.
  • Mail Room Office Hours opens thanks.io's live office hours page.
  • Product Updates opens the product changelog.
  • Refer & Earn shows your personal referral link, links you have published, link performance, and the commissions you have earned. Earnings convert to thanks.io credits from this page. See Refer & Earn.

Sub-account switcher​

The sub-account switcher sits in the sidebar footer. It shows the account you are working in (Main Account or a sub-account's name). Open it to search your accounts, switch to another one, or choose Add Sub Account.

Sub-accounts are separate workspaces under your main account, each with its own mailing lists, creatives, campaigns, orders and webhooks. They are useful for agencies managing several clients. See Subaccounts Overview.

Settings​

Open the account menu at the top right (your name or photo) to reach Settings. Each page also has a side menu, so you can move between them without reopening the account menu.

  • Account: Profile (contact details, password, two-factor authentication, notification preferences), Sub Accounts, and Mail Preferences (return address, Print Protect, Standard Mail Mode, scan and gift card options, address checks, and postcard defaults).
  • Billing: Payment Method (card on file, credits, auto-recharge), Subscription Plan, and Billing History.
  • Developer: API Access (API keys and test mode) and Webhooks.
  • Audit Log: every API call, dashboard action and webhook event on your account.

While you are working in a sub-account, only Profile and Audit Log are available. Switch back to the main account to change the others.

The top bar also shows your credit balance (click it to open Payment Method) and your notifications.

Tips & best practices​

  • Set up your branding early under Branding. Your logo and contact details then appear on your branded designs and on mail that uses them.
  • Save designs you mail often as creatives, so a send is a few clicks: Send it, add recipients, review.
  • Check the Audit Log in Settings to troubleshoot API or Zapier activity.
  • Run Check my message on a new message before launching a campaign.