Meet the Dashboard

Welcome to your dashboard, the home base for everything you’ll do inside your account. Whether you’re managing contacts, sending messages, reviewing reports, or exploring automations, this is the place to start.

📌 Sidebar Navigation – Where Everything Lives

The  left-hand sidebar is your main navigation hub. Here’s what each section contains:

Contacts

• Search Contacts: Quickly find anyone, anywhere in your account.
• All Contacts: See a complete list of contacts. You can add individuals or upload lists in bulk.
• Integrations: If you use platforms like kvCORE or Follow Up Boss, connect them here.

Insights

• Activity Hot Sheet: Shows who engaged with your content yesterday. Perfect for outbound follow-up.
• Reporting: View metrics like open rate, clicks, bounces, and unsubscribes.

Send Now

Send messages outside of automations with several tools:

• Email by Audience: Updated every 2 weeks with content for leads, sphere, and past clients.
• Email Templates: Pre-built messages you can quickly personalize.
• Voicemail Drops: Record or use existing scripts for birthdays, leads, or transactions.
• Text Messaging: Self-send SMS (see dedicated training video).
• Social Media Content: Biweekly updates with friendly, engaging posts.
• Write Your Own: Send custom blasts for listings, events, and more.

Automations

• Campaigns: Home for your custom automation sequences.
• Playbooks: Prebuilt email, text, and voicemail sequences for various use cases like open houses, referrals, and more.

Premium Sendables

Available at an additional cost:

• Handwritten Cards: Real ink, real envelopes — mailed via USPS.
• Artisan Gifts: Curated baskets from Marigold & Gray for closings and special occasions.

Education

• Training Videos: A full library of how-tos for each feature.
• Academies: Deep-dive training for building your business, often hosted by CEO Dan Stewart.

Management

Your backend customization tools:

• Tags & Audiences: Use audiences (e.g., leads, sphere) for broad categorization. Use tags for detailed filtering.
• Signatures: Import your HTML email signature or build one with our easy signature builder.
• Integrations: Connect with CRMs and other platforms.
• Custom Tools:
  • Forms: Great for open houses — capture contact info and auto-add to your database.
  • Custom Fields: Store unique data like pet names, favorite holidays, etc.
  • Digital Business Cards: Share your contact info on the go via QR code.

🧩 Main Dashboard Overview

Your dashboard isn’t just a launchpad — it gives you a quick-glance overview of what matters.

📨 Keep in Touch Messages

See how many new biweekly “email by audience” messages are ready for review and sending.

🎯 On-Demand Conversation Starters

Jump straight to email, voicemail, social content, or texts.

🔁 Active Automations

Track how many automations are running — and how many hours you’ve saved using them in the last 30 days.

🗞️ Updates

New blog posts and content updates from the Happy Grasshopper team.

👀 Recent Engagement

See real-time contact activity — opens, clicks, and more. Great for follow-up.

🔥 Revaluate Scores

Contacts with a “move score” above 80 (from our Revaluate partner integration) are likely ready to make a move — ideal outreach list.

📋 Tasks

Any tasks you’ve created for yourself show up here — stay organized and take action.

🎉 Birthdays & Transaction Anniversaries

See upcoming events within the next 30 days — call or message them directly from this panel.

Happy Sending!