Customize your dashboard

Make the Mailsoftly dashboard your own. Enter Customize to reorder cards, hide the ones you do not need, bring them back from the Hidden tray, and save your layout.

Your dashboard is the first thing you see, so it is worth shaping it around the work you actually do. Mailsoftly lets you reorder its cards, hide the ones you never read, and bring any of them back later.

This guide shows you how to enter edit mode, rearrange the page, and save a layout that opens the way you left it.

Open Customize on your dashboard

Your dashboard is built from cards, each showing one slice of your account: Quick actions, Performance, Audience growth, Recent campaigns, Deliverability, and Account totals. Not every card matters to every team, so you can rearrange them.

  • In the dashboard header, find the Customize button, labelled "Rearrange, hide or show every card on this page".
  • Take a moment to notice which cards you read first and which you skip, so you know what to move or hide.
The Mailsoftly dashboard showing its cards with the Customize button in the header

Reorder and hide cards

Press Customize to enter edit mode. An "Editing your dashboard" toolbar appears with the reminder to "Drag cards to reorder, hide what you do not need."

  • Drag any card to a new spot so the ones you use most sit up top.
  • Hide a card you do not need, and it drops into the Hidden tray at the edge of the page.
  • The Hidden tray holds a chip for every hidden card, so you can re-add one with a single click whenever you want it back.

Arranging the page around your real workflow means the numbers you care about are always the first thing you see.

The Mailsoftly dashboard in edit mode with the Editing your dashboard toolbar and a Hidden tray of re-add chips

Save your layout

When the page looks right, lock it in.

  • Choose Save and close to keep your layout, and Mailsoftly confirms with a "Dashboard saved" toast.
  • Changed your mind mid-edit? Undo steps back one change at a time.
  • Reset to default rebuilds the original layout after a quick confirm, and shows a "Dashboard reset to default" toast.

Your layout is saved, so the dashboard opens the way you left it the next time you sign in.

Tip

The Quick actions card is where you pin one-click shortcuts. Read Use quick actions to fill it with the tools you reach for most.

The dashboard edit mode toolbar with Save and close, Undo and Reset to default controls

Ready to try it in your own account?

Free to start with your Google Workspace or Microsoft 365 account. No credit card required.

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