Today
Your start page after login: replies to answer, follow-ups due, today's meetings, problems to fix and today's sending numbers in one place.
IN THIS GUIDE
Opening TodayThe top bannerGetting set up (new accounts)Your numbersReplies waiting for youFollow-ups dueToday's agendaNeeds attentionQuick actionsToday is the page you land on after you log in. It gathers what needs you right now (replies to answer, follow-ups that are due, today's meetings, anything that has stopped working) and links each item straight to the place where you deal with it.
Opening Today
You land on Today after login and whenever you open the app's main address. To come back later, click Today at the top of the left menu.
- "Today" means today in your device's time zone.
- The circular arrow at the top right (Refresh) reloads the page.
- If the page can't load, you see "Couldn't load today's overview." Click Try again.
The top banner
The banner shows the date, a greeting with your first name and one line that sums up your day:
| Line you see | When |
|---|---|
| "Here is what needs you today." | Something is waiting: a reply, a follow-up, an agenda item or a problem |
| "Let's get your first replies: … of 4 steps done." | Your account hasn't sent its first email yet |
| "Nothing urgent right now. A good moment to find new companies." | Nothing is waiting |
Below that line you get count buttons: Replies, Follow-ups, Agenda and Needs attention. Only the ones above zero appear. Click one to jump to that section.
On the right is the main button. It changes with your situation:
| Situation | Main button | Opens |
|---|---|---|
| Replies are waiting | Answer replies | Unibox |
| No replies, but follow-ups are due | Open pipeline | Pipeline |
| Nothing sent yet | The name of your next setup step | That step |
| Anything else | Find companies | Dashboard |
Next to it, New campaign opens the window for a new campaign.
Getting set up (new accounts)
Until your first campaign email goes out, a Get set up card ("Four steps to your first replies.") takes the place of the number tiles, which would only show zeros.
| Step | Counts as done when | Opens |
|---|---|---|
| 1. Find companies | You've opened a company in the database and unlocked its contacts | Dashboard |
| 2. Connect a mailbox | You've added at least one email account | Email Accounts |
| 3. Create a campaign | A campaign has leads in it | Campaigns |
| 4. Send the first email | The first campaign email has gone out | Campaigns |
The next step to do is marked Next step, finished steps are crossed out, and a bar shows how many of the 4 are done. The card disappears once all four are done.
Tip: If you built a company list on datasend.ai before signing up, the Find companies step shows that list's name and opens it for you.
No mailbox yet
Without any email account, Today also shows "Where will your emails go out from?" with two choices:
- Ready-made mailboxes: DataSend buys the domains, creates the mailboxes and warms them up. The card shows the price for your plan and the date they would start sending. Click Buy mailboxes. See Buy mailboxes.
- My own mailboxes: free. Connect Google, Microsoft or any mailbox with just an email and password. Click Open setup guide. See the setup guide.
Your numbers
Once something has been sent, four tiles appear. Each has a small bar chart of the last 7 days, with today highlighted. Hover a bar to see that day's number.
| Tile | Big number | Line underneath |
|---|---|---|
| Sent today | Campaign emails sent today | "of … a day": the combined daily limits of your active mailboxes that aren't in a critical state, with a bar that fills up. "No mailbox sending yet" when there are none |
| Replies today | Replies to your campaigns received today | How many came in over the last 7 days |
| Interested this week | Replies marked interested in the last 7 days | Their share of the week's replies |
| Meetings today | Calendar events that start today | "Next at" with the time, "All done for today" or "Nothing scheduled", plus a 7:00 to 19:00 timeline with a dot for each event |
Note: Meetings today counts every calendar event that starts today, whatever its type.
Replies waiting for you
This list shows unread replies from the last 30 days that you haven't archived. Bounce messages are left out. Replies marked interested come first, then the newest.
Each row shows the sender, their company, how long ago it arrived, the first lines of the message, an Interested tag when the AI marked it so (see AI features), and the campaign name.
- Click a row to open that conversation in the Unibox.
- Up to 8 replies are shown. Show all opens the Unibox.
- A reply leaves the list once you open it in the Unibox, mark it as read or archive it.
With nothing waiting you see "Inbox zero. Every reply has been handled." New accounts see "Replies to your campaigns will land here and in the Unibox."
Follow-ups due
These are Pipeline deals whose next contact date is today, or has passed within the last 30 days. Deals in Won, Lost or Client, and archived deals, are left out.
Each row shows the company, the contact, the next step, a due tag (Overdue with the date in red, or Today with the time), the stage and the deal value. Up to 10 are shown, oldest first. Show all opens the Pipeline.
- Click a row to open the deal in the Pipeline.
- Do the follow-up.
- Set a new next contact date or move the deal to another stage. It then drops off Today.
Note: A deal more than 30 days overdue no longer shows here. Check the Pipeline for old follow-ups.
Today's agenda
A timeline of today's Calendar events and the reminders you set on Unibox replies. Reminders up to 7 days overdue also appear, with their time in amber. A red Now line shows where you are in the day.
| Item | Label | Click opens |
|---|---|---|
| Calendar event | Meeting | Calendar |
| Unibox reminder | Reminder, with the sender and company | That conversation in the Unibox |
With nothing planned you see "No meetings or reminders today."
Needs attention
One card lists campaigns and mailboxes that need you, each with a button:
| Message | When it appears | Button |
|---|---|---|
| "Ready to start. Leads: …, emails written." | A draft campaign has leads and at least one email step | Open |
| "Every lead has been emailed. Add more leads to keep it going." | An active campaign has no leads left waiting | Add leads |
| "Paused because the plan ended. It starts again when you pick a plan." | The campaign was paused when your account dropped to the free plan | Choose a plan (opens Billing) |
| "…% of this week's emails bounced. Check the address list." | An active campaign sent at least 20 emails in the last 7 days and more than 5% bounced | Check |
| "Sending from this mailbox has stopped. Open it and run the check." or "Last error: …" | An active mailbox is in a critical state or reported an error | Fix (opens Email Accounts) |
When everything is fine, the card reads All good: "Campaigns and mailboxes are running fine." New accounts only see this card once there's something to report.
Quick actions
Four shortcuts at the bottom: Find companies (search the database), New campaign, Unibox and Pipeline.
Tip: Work from top to bottom. Answer interested replies first, then do the follow-ups that are due, then fix anything under Needs attention so tomorrow's sending isn't held up.
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