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Managing Your Recipients Tab View

How to filter your Recipients tab to view specific fields

Updated over a week ago

When you upload your recipient list to the Dashboard, you can manage the columns of data visible to ensure that you are only seeing the information you need.

Here's how you can manage your columns:

Step 1) Head to the Recipients tab and select the filter icon in the left corner.

Step 2) Once selected, you will see a dropdown menu with a list of fields that can be included in your recipient list.

Step 3) Check or uncheck the boxes next to each field to manage which columns are visible.

πŸ’‘ TIP: You can also rearrange the order of columns by dragging and dropping them to a new location.


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