How do I find my way around ColdMerge?
Use the sidebar, top bar, organization switcher, command palette, notifications, and Settings sections.
2 min read
The sidebar opens the main parts of ColdMerge. The top bar holds search, organization controls, notifications, theme, and your account menu.
Use Tab to move between controls. The focused control has a thin outline in both light and dark themes.
The sidebar
Section titled “The sidebar”| Destination | What you do there |
|---|---|
| Home | Check setup progress and recent results |
| Templates | Save reusable messages and sequences |
| Campaigns | Draft, launch, and monitor campaigns |
| Messages | Inspect individual sends and failures |
| Analytics | Review replies, bounces, opens, and clicks |
| Contacts | Manage contacts, lists, imports, and suppression |
| Verify | Check addresses and buy verification credits |
| Settings | Manage mailboxes, defaults, tracking, billing, notifications, and your sign-in |
On a phone, select Open navigation to open the same destinations in a drawer.
The command palette
Section titled “The command palette”Press ⌘K on a Mac or Ctrl+K on Windows and Linux. You can also select
Jump to… in the top bar.
Use the palette to:
- open a page, Settings section, campaign, or list;
- search Contacts by an email address;
- start a template, campaign, list, import, or mailbox connection;
- switch organization, change theme, or log out.
Type part of the name, then use the arrow keys and Enter to choose a result.
Switch organizations
Section titled “Switch organizations”If you belong to more than one organization, the current organization appears in the top bar.
- Select the organization name.
- Choose the organization you want to open.
ColdMerge reloads the workspace under that organization. If you have unsaved
work, it asks before switching. On a phone, organization choices are inside the
Account menu. You can also search for Switch to in the command palette.
The notification bell
Section titled “The notification bell”The bell shows campaign, mailbox, billing, and account notices that need your attention. Select a notice to open the relevant page.
Settings
Section titled “Settings”Settings has six sections in two groups.
| Group | Section | What it controls |
|---|---|---|
| Workspace | Accounts | Connected Google mailboxes and sending domains |
| Workspace | Sending defaults | Sending window, postal address, and unsubscribe header |
| Workspace | Tracking | Your open and click tracking domain |
| Workspace | Billing | Plan, status, and invoices |
| You | Notifications | Reply and campaign alerts |
| You | Account | Sign-in, email address, security, and sessions |
Account is your ColdMerge sign-in. Accounts contains the Google mailboxes your organization sends from.
If a page cannot be found
Section titled “If a page cannot be found”Use Back to Home or open the command palette. A missing campaign, list, or other record may have been deleted, or may belong to a different organization.