--- title: "Find your way around the platform" description: "The main menu, the settings, the front page checklist and the quickest way to find things." url: https://scratcher.io/help/getting-started/find-your-way-around language: en --- 1. [Help center](https://scratcher.io/help) 2. [Getting started](https://scratcher.io/help/getting-started) 3. Find your way around the platform # Find your way around the platform The main menu, the settings, the front page checklist and the quickest way to find things. 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](https://scratcher.io/help/campaigns/plan-your-campaigns). - **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](https://scratcher.io/help/account/invite-users-and-roles). ## The front page checklist Your front page shows a **Get started** checklist with six steps. Click a step to go to the right place: 1. **Create your first campaign** opens the template gallery. 2. **Plan three activities** opens the **Plan** calendar. 3. **Embed the script on your website**: put a campaign's embed script on your site (see [Embed a campaign on your website](https://scratcher.io/help/sharing/embed-on-your-website)), then tick the step off with **Mark as done**. 4. **Invite your first team member** opens **Users** with the invitation ready. 5. **Install your first integration** opens **Integrations**. 6. **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](https://scratcher.io/help/getting-started/get-help). ## 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**. Getting started - [What is Scratcher?](https://scratcher.io/help/getting-started/what-is-scratcher) - [Start your free trial](https://scratcher.io/help/getting-started/start-your-free-trial) - [Find your way around the platform](https://scratcher.io/help/getting-started/find-your-way-around) - [Make your first campaign, step by step](https://scratcher.io/help/getting-started/make-your-first-campaign) - [Get help from Rex and our team](https://scratcher.io/help/getting-started/get-help) ## Related articles - [Get to know the editor](https://scratcher.io/help/campaigns/editor-overview): The left panel, the canvas, desktop and mobile views, autosave, the Update button and handy keyboard shortcuts. - [Make your first campaign, step by step](https://scratcher.io/help/getting-started/make-your-first-campaign): From template to live campaign in about 15 minutes: pick a template, add your brand, add a prize and publish. - [Get help from Rex and our team](https://scratcher.io/help/getting-started/get-help): Rex answers right away, any time of day. Real people from our team answer in the same chat. ## Still need help? Real people are here to help. If you already use Scratcher, the quickest way is the chat inside the platform. - **[Chat with us](https://platform.scratcher.io/login)** Log in and click the chat button in the bottom-right corner. Rex answers right away, and our team is a click away. - **[Book a meeting](https://scratcher.io/book-a-meeting)** A free 30-minute video call with our team: a tour, campaign ideas or help with your setup. - **[Email us](mailto:contact@scratcher.io)** Write to contact@scratcher.io and we will get back to you.