This is a short tour of the screens you will use most.
The top bar
- The Scratcher logo (Go to dashboard) always takes you back to the front page.
- Plan is your marketing calendar. Plan campaigns and other activities across the year. See Plan your year with the Plan calendar.
- Campaigns lists all your campaigns and popups. This is where you create new ones.
- Dashboard shows the results of all your campaigns together.
- Clients only appears for agency accounts.
During your trial, the top bar also shows how many days are left ("Trial expires in … days") and an Upgrade now button. On a phone or small screen, these links are in the Menu.
The account menu
Click your picture or initials in the top-right corner to open the account menu. Here you find:
- Current workspace, to switch between the accounts you have access to.
- Search, to jump to a campaign or a page.
- Your plan, with how many AI tokens you have left and how many views you have used this month.
- Profile, Settings, Dark Mode (or Light Mode to switch back) and Log out.
If billing is handled by an agency or an agreement, the plan says "Billing can only be changed by Scratcher. Contact us to make changes."
Search and keyboard shortcuts
Press Ctrl+K (Cmd+K on a Mac), or click Search in the account menu, to open the search. Type to search for campaigns and workspaces, then press Enter to open one.
- A campaign opens on its dashboard (Overview). Hold Ctrl to open it in the editor (Edit) instead.
- Start with # to search only campaigns, > to search only workspaces, and type ? for help.
- Quick actions take you straight to Plan, Create (a new campaign), Manage (your campaigns) and Dashboard, and for agencies Clients. Use Alt (Cmd on a Mac) and the letter shown next to each action as a shortcut.
Settings
Settings opens a side menu with everything about your account:
- User: your Profile and Security (password, two-factor login and browser sessions).
- Account: Company (with AI profile, Activity log and, on Enterprise agency accounts, Enterprise), Agencies, Users, Data & access and Assets. Agency accounts have Clients here instead of Agencies, with Invitations, Referrals and Invite new referral.
- Campaigns: Campaign Schedules.
- Billing: Plan & billing, only for the account owner.
- Developers: Integrations, Delivery status, API and Webhooks.
- Growth: Referral program.
What you see depends on your role. For example, Data & access and Agencies are for owners and admins, the developer pages need a role that can work with integrations, and Plan & billing is only for the account owner. See Invite users and choose their role.
The front page checklist
Your front page shows a Get started checklist with six steps. Click a step to go to the right place:
- Create your first campaign opens the template gallery.
- Plan three activities opens the Plan calendar.
- Embed the script on your website: put a campaign's embed script on your site (see Embed a campaign on your website), then tick the step off with Mark as done.
- Invite your first team member opens Users with the invitation ready.
- Install your first integration opens Integrations.
- Activate your first campaign opens your Campaigns.
The other steps are ticked off by themselves when you do them. You can also tick a step yourself with Mark as done, and undo it with Mark as not done. When all six are done, or when you start a paid plan, the checklist disappears from the welcome card.
The front page also shows What's new, with the latest updates to Scratcher.
The chat button
The round button in the bottom-right corner opens the chat with Rex, the AI assistant, and with our team. Ask it anything, for example "where do I connect Klaviyo?". See Get help from Rex and our team.
The front page at a glance
- The greeting ("Good morning", "Good afternoon" or "Good evening") and Create campaign.
- Key numbers: Active campaigns (Currently running; click it to see them), and Participants, Views and Leads for the Last 14 days.
- Recent campaigns lists your latest campaigns with their views, leads, Conv. rate (conversion rate) and Trend (14d). Click a campaign to open its dashboard. With no campaigns, it says No campaigns yet.
- The welcome card has slides you click through with Next slide and Previous slide:
- Get started 🚀: the checklist, with how many steps are completed.
- Say hello to Rex! 👋: click Say hello to start a chat with Rex.
- What's new ✨: the latest updates. They also open in a dialog after login: "The latest updates and improvements".
- An AI tokens slide that explains what you can use AI tokens for, with View plan.
- Invite & earn: the referral program.
- Product tour: a guided tour with Rex, if it is available on your account. Click Skip tour to stop it.
- For agencies: the number of Clients (Managed accounts), Recent clients and Add client.
The Get started slide only shows while some steps are not done, and What's new only when there is news.
In the account menu, your views show as used of the total, or Views: unlimited.