Primary Navigation
The primary navigation runs left to right across the top of the screen. It's your jumping-off point to the core modules in CX Platform — Send, Receive, and Archive — along with any add-on modules that come with your system configuration and licensing, such as Verify and Generate. If you're switching between different parts of the platform, this is where you'll do it.
Secondary Navigation
The secondary navigation sits vertically down the left-hand side of the screen. Once you're inside the Send module, this is where you'll find all the features specific to Send. The table below breaks down each option and what it's there for.
Navigation Components
Here's a quick rundown of the navigation components you'll come across in the Send module. Use this as a handy reference for managing communications, monitoring how your campaigns are performing, working with applications and recipient lists, uploading individual or batch sends, searching through past correspondence, and (if you're an admin) tweaking settings to suit your team.
| Navigation Component |
What it Does |
| Send Activity |
Send Activity is your reporting hub for the Send module. It's where you go to see how your communications are performing, with handy views for Overview, Volumes, Domains, and Links.
Use the filters to dig into a specific campaign, spot delivery trends, and see how your members and customers are engaging with what you've sent. |
| Applications |
Applications is where the day-to-day work happens. From here, you can jump into your asset library, templates, automations, and scheduling tools for a specific communication application.
Think of an Application as the central workspace, the "container" that holds everything you need to design, personalise, and send your Email or SMS campaigns. It keeps everything in one place so your communications stay consistent from one campaign to the next. |
| Lists |
Lists is where you'll find all the data that's been uploaded for a particular application, both the lists waiting to go out and the ones that have already been sent.
From here, you can preview correspondence, resend a message to a single recipient, check your import, validation, and send logs, manage scheduled sends, and keep an eye on the status of your uploaded data. |
| Search |
Search is your gateway to the correspondence archive. If you need to track down something that's already been sent, this is the place to look. It's especially handy for customer service queries, compliance checks, audits, and general operational support. |
| Upload Document |
Upload Document lets you quickly send a one-off email or print document to a single recipient using your current template. Just fill in the recipient details on the page and you're good to go.
If you're sending an email, you can also attach extra files like PDFs. And before you hit send, click Preview to make sure everything looks the way you want it to. |
| Upload Batch |
Upload Batch is how you manually upload and map a data list for a specific application. You can upload XLSX, CSV, or XML files, and once your data is uploaded and validated, CX Platform takes care of converting it into XML for processing. It's the go-to option when you're getting recipient data ready for a batch send. |
| Edit Settings |
Edit Settings is where administrators can fine-tune how the Send module works. You'll only see this option if you've been given admin privileges. From here, admins can update module-level settings to suit how their team uses the platform. |
| Clear Cache |
Clear Cache gives the module a quick refresh so any recent changes show up straight away. It's a useful one to know about when you've just updated a template, tweaked some settings, or swapped out an asset and want to make sure you're looking at the latest version in CX Platform. |
