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GMass Dashboard User Guide (Campaign Reporting, Account-Level Settings)

GMass dashboard user guide

The GMass dashboard is a unified place to find campaign reports, account-wide settings, and many other useful features and tools.

That being said: It’s entirely possible to use GMass without ever going to the dashboard. But if you’re like the vast majority of GMass users, you’ll visit the dashboard for reportingreply management, and account-wide settings changes — at least once in a while.

In this guide we’ll walk through everything you can do with the GMass dashboard (including some great features you might not even know about).

GMass Dashboard Guide: Table of Contents

How to Access the GMass Dashboard

The simple way to reach the GMass dashboard is to click the dashboard icon in Gmail. It’s the third icon over from the search bar.

Access the GMass dashboard via the icon

You can also directly access the dashboard via this URL: https://gmass.co/dashboard. I have it in my bookmarks bar. I’m pretty sure other people still also use the bookmarks bar, right?

Another way to get to your dashboard is via the Login link on the GMass website.

Login to the dashboard via the GMass website

Campaign Reporting and Management on the GMass Dashboard

When you arrive at the GMass dashboard you’ll see campaign reporting for current campaigns. Though there are other places to find GMass campaign reports (including the web-based report, the email report, and the Google Sheet(s) connected to your campaign), the dashboard is a great way to get high-level overviews of your recent campaigns. And from there, it’s a great place to drill down for more info.

Your dashboard reporting is split into three sections:

  • Current Campaigns, which are any campaigns you’re currently running (including recurring campaigns and campaigns with auto follow-ups yet to send).
  • Previous Campaigns, which are campaigns you’ve sent (and where all automated follow-ups have also gone out).
  • Transactional, which are the business-focused transactional emails you’ve sent from your account. (Either with GMass’s transactional SMTP service or by using the GMass API.)

Dashboard reporting sections

The search function here is ultra powerful; you can search campaigns by recipients, date ranges, open rates, click rates, reply rates, and whether or not campaigns have follow-ups. Note: You will only search in your current campaign tab. So if you’re in the Current Campaigns tab, your search will apply to current campaigns, not previous ones or transactional emails. Then if you click over to Previous Campaigns, you’ll need to run a new search.

GMass dashboard campaign search

Also, if you’re the leader of a GMass team plan, you’ll be able to toggle between your teammates’ to see their campaigns as well.

View all team members' campaigns

Exploring the campaign row

Each campaign has its own row on the dashboard reporting page. You can see the following data at a quick glance:

  • Campaign ID
  • Campaign subject line
  • Number of recipients
  • Total opens, and open rate
  • Total clicks, and click-through rate
  • Total unsubscribes, and unsubscribe rate
  • Total bounces, and bounce rate
  • Total replies, and reply rate
  • Total blocks, and block rate
  • Total audio listens (a popular feature for beat makers), and listen rate
  • Whether the campaign has auto follow-ups
  • Date of initial campaign
  • When the campaign was last sent

For current campaigns, you’ll also see when recurring campaigns will send next.

When you click on the stats, a fly-out panel will appear from the right side of the screen showing you specific recipients who opened, clicked, and so on.

Stats flyout panel

When you click on the number in the Clicks column you’ll see a breakdown of how each link in your email performed, along with which recipients clicked which links.

Click reporting

You can also download the results as a CSV or Microsoft Excel file from the “Download” link in the panel; or export directly to Google Sheets.

Also… you can use the auto follow-ups column to see past, current, and future auto follow-ups scheduled for the campaign. To go to the calendar view, click on the calendar icon in the campaign’s row.

Calendar view icon in the dashboard

That will take you to the calendar view showing your auto follow-up schedule.

Follow ups scheduled on the calendar

And you can click any number to view a list of all the recipients who received or who are scheduled to receive that stage on that date.

See emails of everyone receiving a follow-up

Using the fly-out panel for reply management

The fly-out panel for replies is packed with extra features for reply management.

Reply management in the dashboard

GMass has a sentiment analyzer that gauges whether each reply is (likely) positive, negative, or neutral.

And you can use GMass’s feature called The Gate to pick a template to send one-click quick responses to replies.

Extended campaign reporting and info

You can also get more detailed information about a campaign by clicking the right caret next to the campaign ID.

Click the right caret for extended info

You’ll be able to see lots more valuable info about the campaign there, including your auto follow-ups, the recurrence, A/B testing info, throttling speed, and more.

Extended info about a campaign

The campaign buttons

Your campaigns have three blue buttons in their row (and current campaigns have two red buttons as well).

Campaign reporting buttons

Here’s what each of these buttons does.

The stats button Opens the sharable web-based report for the campaign.
The eye button Shows you the subject and message content of the campaign.
The box button Archives a Current Campaign (sending it to previous campaigns) or de-archives a Previous Campaign (sending it to current campaigns).
The pause button Pauses a recurring campaign and, optionally, its outstanding follow-ups.
The stop button Cancels a campaign and, optionally, its outstanding follow-ups.
The resume button Restarts a paused campaign.

Resetting a campaign that errors out

There may be a situation from time to time where a campaign you send errors out. It could happen if, say, GMass loses its OAuth connection to your account. Or if you alter your Google Sheet before the campaign goes out.

You can reset those campaigns directly from the dashboard by clicking the “Reset campaign” button.

Reset campaign

GMass Account Settings in the Dashboard

Campaign reporting and management is the first primary feature of the GMass dashboard; account settings are the second.

Bring up the settings panel by clicking the gear icon on the top right.

Open the settings panel

The settings panel will fly out on the left.

The settings panel

We’ll now do a quick run through the different areas of the settings box. Most of these have their own in-depth articles on the GMass blog; we’ve linked to those articles so you can dig in if you want to learn more about any specific topic.

Tracking

Tracking settings

Use this area to set up a custom tracking domainCustom tracking domains are beneficial for both email deliverability and branding; we recommend them for all senders.

SMTP Server

SMTP server settings

GMass has a unique feature that allows you to break Gmail’s limits to send 10,000 emails a day or more — in fact, you’ll be able to send virtually unlimited emails.

You’ll use the SMTP Server section of the settings to enter your third-party server information and authentication.

Unsubscribes

Unsubscribes settings

GMass handles unsubscribe management for you; if someone unsubscribes from one of your campaigns, GMass will automatically suppress future emails to that contact.

You can fine-tune your unsubscribe management here.

Ignore unsubscribes allows you to override GMass’s unsubscribe list to send emails to everyone, regardless of whether they’ve unsubscribed in the past. (Use this with caution.)

Use global unsubscribes is an option to have GMass suppress emails you send to any addresses on your teammates’ unsubscribe lists. (GMass checks the unsubscribe lists of everyone using the same sending domain as you, as well as everyone on your team plan.)

List-Unsubscribe Header is an option to allow email clients to add quick unsubscribe links or buttons to your emails. (Easy unsubscribe options can help curb the number of people marking your emails as spam.)

Manage unsubscribed addresses allows you to search, add, and delete email addresses from your account’s unsubscribe list.

Manage unsubscribed addresses

Manage unsubscribed domains is an area where you can search, add, and delete unsubscribed domains from your account’s unsubscribe list. (Yes, GMass allows you to unsubscribe entire domains; this area of the dashboard is where you can manage those.)

Manage unsubscribed domains

Bounces

Bounce settings

GMass’s bounce management is similar to unsubscribe management: GMass will automatically suppress future emails to addresses that have hard bounced.

The bounces section of the dashboard is where you can intervene in the bounce management process.

Ignore bounces is an option to override GMass’s automatic suppression and send emails to addresses that bounced in the past. Be careful with this: High volumes of bounces can affect your deliverability.

Use global bounces will suppress your emails to addresses that bounced for anyone across your Google Workspace organization and team plan.

Managed bounced addresses is a place to search, examine, or delete addresses on your bounce list.

Bounce management

Email Lists

Email lists settings

The Email Lists section of the settings is a catalog of all the email lists you’ve used in past campaigns. That includes the email alias (GMass reduces all of the addresses into one email alias), merge field names, and info about the Google Sheet you used for the list.

This is an easy way to fire off quick emails to a past list. The search is also a helpful way to find every campaign corresponding to a specific Google Sheet.

Email list search

Templates

Templates settings

GMass automatically turns every campaign you send into a reusable template. You can manage those in the templates area of the GMass dashboard settings.

You can search for past campaigns by their subject line or the campaign’s friendly name. You can see the date of the campaign and choose to remove it from your templates list in the future.

This is also where you can share your templates with other GMass users.

Template management

Auto Follow-ups

Auto follow-ups settings

You’ll handle most of your auto follow-up settings on a campaign-by-campaign basis. The options here in the GMass dashboard are the few settings you’d apply across all campaigns.

Domain matching is a way to stop an auto follow-up sequence if anyone at a domain replies. For instance, if you sent an email to 100 people at uber.com in an attempt to get someone at the company to respond. You’d want to stop following up with everyone once that one person responded. With domain matching on, GMass would stop sending those follow-ups to everyone.

Force prior conversation below message is a useful setting for making sure your mass emails simulate one-on-one emails. If you turn on this setting, GMass will add your prior email thread underneath new messages to a contact — even when you’ve changed the subject line. This simulates the way you’d email someone individually — you’d probably reply to their past email thread but change the subject line.

Gmail Limits

Gmail limits settings

Gmail limits how many emails you can send in a 24-hour period. Free Gmail accounts can send up to 500 emails, paid Google Workspace accounts can send up to 2,000.

With GMass you can set up a third-party SMTP server to break Gmail’s limits and send virtually unlimited emails. And here in the Gmail Limits settings, you can tweak exactly how you approach those situations when you’re bumping into Gmail’s caps.

Ignore Gmail’s natural limits tells GMass to just keep on sending emails through Gmail, regardless of how close (or over) your limit you may be. Will this work? Hey, it might.

Never reroute to GMass SMTP server is an option to turn off one of the ways GMass tries to help you get your campaigns out. There are some cases where GMass will route your over-the-limit campaigns though our own SendGrid SMTP account. If you turn on this option, we won’t do that with your campaigns.

Reroute to my SMTP server lets GMass know it should use your own SMTP server (which you set up a few menus earlier in the dashboard) when you’re over Gmail’s daily limits.

Pause campaign indefinitely if bouncing tells GMass to pause your campaign when you hit Gmail’s limits. Normally GMass will split your campaign over multiple days or reroute it through our SMTP server or yours in those cases. When this setting is on, GMass will pause the campaign instead.

Force multi-day campaigns to start at same time is your way to control the time GMass sends large campaigns that we’ve split over multiple days to stay underneath Gmail’s limits.

API Keys

API keys settings

You’ll need your GMass API keys if you want to connect GMass to other apps (either apps you build or via Zapier). This section of the GMass dashboard is where you can generate and manage your API keys.

API keys management

Web Hooks

Webhooks settings

Webhooks allow GMass to call a URL on your server based on certain events, which is useful for logging events in a database or CRM (among many other applications).

In the web hooks management area you can set up the webhooks for different events (like clicks, bounces, and so on).

Webhooks setup

GMass Transactional SMTP Relay

Transactional SMTP relay settings

Transactional emails via the GMass transactional SMTP relay work different than your standard GMass campaigns. These transactional emails are business-focused (non-promotional) emails you send from your website or app. (Or via the API.)

Track Opens allows you to track opens on your transactional emails. If you check the box for this setting, GMass will add its hard-to-detect tracking pixel to the emails.

Track Clicks allows you to track clicks on transactional emails. GMass will add tracking to your links, using your custom tracking domain if you have one.

Verify Address First will run each transactional email through GMass’s free email verification service before sending.

Notifications

Notifications settings

GMass sends you notifications at various stages of the campaign process. This is where you can control them.

Turn off email notifications will stop GMass from sending email notifications about, well, everything that happens with your campaign. While GMass automatically removes those emails from your Gmail inbox and files them under the appropriate labels, you may not want them at all. (Or you may be using an email client like Apple Mail that’s not so good about respecting Gmail labels.)

Archive tiny “send complete” notifications will hide the “send complete” message that appears when all the emails in your campaign have gone out.

Don’t use message insert API skips using Gmail’s message insert API, which can create more messages in your mailbox.

Web push notifications is a way to turn on or off desktop notifications from GMass.

Web push notifications settings

Other

Other settings

The “Other” settings are the handful of account-wide settings that don’t fit into any of the above categories. (At least not at the moment; we add new sections to the dashboard settings when needed.)

Turn off beats popup is an option for people who don’t want GMass’s beat tracking features to appear when they attach an audio file to a message.

Keep white space around Sheet cells is an option for people who don’t want GMass to trim the white space at the beginning and/or end of the data in the Google Sheets you use for campaigns.

My Account

You can see your account type in this section. If you’re on a free trial, there will be a link to subscribe.

My account settings

The “Manage Additional Logins” section is where you can grant access to your account (or see who has access). This is a feature often used by managers on team plans.

Add additional logins to your account

The permissions options are:

  • Settings, which allows the additional user to view and change your account settings.
  • Aggregates, which shows the logged-in user high-level stats but not detailed campaign reports.
  • Details, which shows the person detailed campaign reports, including recipients’ email addresses.

My Team

My team settings

If you’re on a GMass teams plan and you’re the team leader, you’ll have an additional section in your GMass dashboard settings for team management.

Use Auto-Join automatically adds new people on your team plan as your team members.

Manage Members is a place where you can see your team members and add new team members as needed.

View your team members as the team leader in GMass

Ready to Start Using the GMass Dashboard?

Access the GMass dashboard at any time through the button in Gmail or via a direct link.

Think of it as your go-to spot for a top-level overview of your campaign reports, handling reply management, and controlling account-level settings.

For more campaign-specific settings — auto follow-ups, scheduling, A/B testing, open and click tracking, and the like — you’ll use the GMass settings box.

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