Tutorial: The New Dashboard

by | Tutorials

Unfamiliar with the new digs? Let us help you navigate our new dashboard.

Copysmith’s dashboard has undergone a complete redesign, adding a number of improvements and new features!

You can now see all your generations at a glance and easily organize them into different folders. This layout will make it easier to manage your campaigns, create ad groups and file your content based on quality or preferences.

Also, we’ve introduced an autofill function! This way, you will only have to enter key information once and enjoy all your templates pre-filled (based on the metatags available on your website): all you need to do is paste the URL of the company you’re generating campaigns for. This is a great tool to help expedite the content creation process while eliminating the redundant work of having to re-input certain text fields.

We hope this revamp will provide you with a more intuitive copysmithing experience. If you are open to doing a design interview so we can map Copysmith onto your workflows better, please send an email to [email protected] with the subject “Dashboard Interview”! We really appreciate your time.

1. Create a new folder and give it a name.

Select on “New Folder” at the top left corner of the home page. Give your folder a name and select “Create Folder.”

Instead of having your project scattered across different templates, this will locate your ad copy into one folder so it’s easier to access and edit.

2. Select the template types you want create for your project.

Browse the template types, then check off the content type(s) you want to generate. You can select as many as 10 templates, and they’ll all be placed into your project folder.

3. Input the preset information for your campaign and have them appear in your templates all at once.

Paste your URL and click on “Get Data” to automatically fill out the preset information form. From there, we will scrape the SEO meta data on your website and generate preliminary information for you.

This feature allows us to pre-fill your templates before you even open them, saving you the trouble of having to manually insert your company name, description and keywords for each template.

You may even decide to input your information manually: entering your company name, description, and website URL yourself. This doesn’t change the pre-fill feature; common text fields will still be auto filled when you select on your templates.

Click “Finish” to access your new templates.

4. Begin generating your AI ad copy.

Now, all of the templates for your campaign are centralized in one place. Select a template, input the requisite and missing information and start creating! You can save, exit and return to your main folder at any point.

Clicking the “All Files” folder in the left column will allow you an overview of all your files.

If you don’t want to create an entirely new folder, you can create individual templates by selecting “New File” on the top right side of the Home Page. These templates will be automatically saved to the folder you are currently in, or a folder of your choosing inside the new file dropdown menu.

To return to the Home Page folder, click the large home button (beside profile) in the sidebar.

At the Home Page, you can filter your files based on template by clicking on the plus sign next to Filter by.

This is confusing / I have feedback!

If you are open to doing a design interview so we can map Copysmith onto your workflows better, please send an email to [email protected] with the subject “Dashboard Interview”! We really appreciate your time.

Happy copysmithing!

We are offering unlimited blog post generation for customers on our Enterprise plan for December and January.

Enterprise customers will be able to access coaching on each new feature we roll out as well as early access to educational resources on integrating artificial intelligence advances into their workflows.

Try out Copysmith today, and let us know what you think. Don’t forget to check out tutorials for our other templates here.