Dashboard Overview

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Dashboard Overview

A complete walkthrough of the TextingOnly dashboard — what each panel shows, how to navigate subgroups, and where to start after logging in.
What You’ll SeeA walkthrough of every dashboard panel — conversations, collectors, campaigns, numbers, and reports.
How to NavigateSwitch between subgroups and find where each task starts after you log in.
Best ForNew users getting oriented, or anyone needing a map of where everything lives.

Dashboard Panels at a Glance

When you log into TextingOnly, you land on the main dashboard. This is your command center — every campaign, contact, conversation, and report starts here.

  • 1
    Account Summary StripDisplays total subgroups, active campaigns, and messages sent this billing period. Resets on your billing date.
  • 2
    Left Navigation BarContacts, Conversations, Collectors, Campaigns, Reports — every major module is one click away. Subgroup selector at the top of the nav bar switches your active account context.
  • 3
    Templates & SnippetsPre-saved messages appear at the top of the 1-to-1 compose window. Access them from the nav bar for editing.
  • 4
    Campaign Quick ViewPinned campaigns display recent send counts and reply rates without leaving the dashboard.
  • 5
    Recent Activity FeedLatest inbound messages, opt-ins, and OTTO-completed lead briefs appear in real time.

Working with Subgroups

If your account includes multiple locations or clients, each is organized as a subgroup. The subgroup selector in the top-left of the navigation bar controls which account you are working in. All reports, contacts, and campaigns are subgroup-specific — data does not bleed between subgroups.

Agency and multi-location accounts use subgroups as isolated client environments. Switch subgroups freely — nothing transfers between them.

Quick Start: First 5 Minutes

New to TextingOnly? Here is the recommended sequence after your first login:

  1. 1
    Add your phone numberGo to Account Settings → Numbers → Add Number. You need a registered 10DLC number before launching any campaign.
  2. 2
    Create your first collectorLead Collectors → New Collector. This is the OTTO engine that handles your inbound conversations.
  3. 3
    Generate a QR code or SmartLinkEntry Points → QR Code or SmartLink. Attach it to your collector and you have a live campaign entry point.
  4. 4
    Test the flowScan your own QR or tap your SmartLink. Confirm the OTTO conversation runs correctly and the lead appears in your dashboard.

Frequently Asked Questions

What is a subgroup?
A subgroup is a separate account environment inside TextingOnly — used for multiple client accounts (agencies) or multiple locations (franchises). Each subgroup has its own contacts, campaigns, numbers, and reporting.
Where do I find my account usage?
Usage statistics — messages sent, contacts captured, campaigns run — are in the Reports section of the left nav bar. The dashboard strip shows a quick summary for the current billing period.
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