The redesigned menu allows you to navigate through the system up to 60% faster, more intuitively, and with fewer clicks. It is a completely innovative approach to information architecture that provides quick access to all the 650+ features and solutions and reshapes your CDP and Marketing Automation experience.
To open the menu
Use the green menu icon in the top left corner
or
Use the A hotkey
Content
- Basic information
- Comparison between standard CDP navigation and SALESmanago CDP’s new menu
- Navigation and Hotkeys
- Quick Links
- Breadcrumbs
- Color Settings
- Search Box
1. Basic Information
SALESmanago’s new navigation includes a number of improvements based on the latest usability trends that will grant you fast and seamless navigation through the system. The result: a one-third reduction in the number of clicks and 60% less time spent reaching all the system features.
There are a few options that will allow you to tailor the menu to your needs. You can compose your own list of quick links to access the most frequently used features directly from any place within the application without opening the main menu. Another improvement is the customizable hotkeys, set to smoothly access your favorite features in a split second.
On top of that, the new navigation will help you create a bespoke user experience by fully tailoring quick links’ design and selection to your needs to quickly access the most important and frequently used features.
2. Comparison between standard CDPs’ navigation and SALESmanago CDP’s new menu
| SALESmanago | Other software | |
| Innovative approach to information architecture based on the latest UX trends beyond the martech models | Yes | No |
| Excellent visibility of 650+ features and solutions while maintaining full operational capability | Yes | No |
| Access to any feature in the application in no more than two clicks | Yes | No |
| Ease of access with personalized quick links and the use of keyboard shortcuts | Yes | No |
| Fully customizable design and usability tailored to each user individually | Yes | No |
3. Navigation and Hotkeys
The new menu is easily accessible with a green button located in the upper left corner of the screen. The menu button is always in the same place and is easy to find. You can also hit the A hotkey, which will instantly open the menu.
The refreshed information architecture allows you to quickly access all platform features. The navigation is now up to 60% faster and takes one-third fewer clicks. This significantly affects the convenience and usability of the system. To access any feature, hover the mouse over a proper menu tile and pick the desired option from the tier 1 or tier 2 menu.
Another innovation is the introduction of hotkeys, which further improve navigation within the application. Use Shift+? to highlight all available shortcuts.
4. Quick Links
Quick links are a set of the most frequently used features instantly accessible from the top bar. They allow you to jump to a selected feature from any place in the system with one click. You can fully customize the set, the order of links, and the icons’ look to suit your needs.
IMPORTANT:Any feature can be selected as a quick link and its icon customized.
To set up your own set of quick links, click the Manage quick links button.
Once clicked, a list will expand. From the list [1], select the features you want to set up to have quick access. You can have up to 15 quick links [2]. To delete existing items, click the minus icon [3] next to the selected quick link. You can then add new features.
Selecting an individual quick link icon [4]:
1. Hover over the tile of the selected feature.
2. From the drop-down list, select the action you are interested in.
3. Click on the selected name.
4. In the newly opened window, select the icon you want to assign to the quick links.
5. Click on the icon you want to assign to the quick links.
6. To close the drop-down list and the window with icons, click anywhere in the menu.
To save your progress, hit the Save button [5].
5. Breadcrumbs
Breadcrumbs are located horizontally below the top bar with quick links. This is a permanently visible support menu that allows you to move smoothly between the features of each module. They change dynamically according to your location in the system to reflect the structure of the features in each module.
EXAMPLE:If you are on the Lead Generation Dashboard and want to quickly switch to HTML Pop-up, you can do so with a single click by selecting the corresponding Breadcrumbs tab.
6. Color Settings
You can adjust the color of each item in the menu (fonts, icons, tiles, and backgrounds) for greater convenience of use. You can change colors for groups of elements (i.e., all tiles, all icons), as well as individual items on tiles (different icon color or background color on a selected tile).
To change the color of the chosen element, click in the desired field, and select the appropriate options from the color menu that appears.
[1] Select color hue—Move the cursor within the rectangle filled with the gradient of the indicated color, and select the hue you want to assign to the selected element.
[2] Select color—Move the pointer left and right, and pick the color you want to assign to the selected element. You can adjust the hue of the color by returning to the hue selection box [1].
[3] Enter color manually—Enter the designation of the selected color. Use the arrows to switch between different input methods (Hex, RGB, and HSL).
[4] Cancel—Click to cancel the color selection.
[5] Choose—Click to confirm your choice.
To access color settings, click the settings icon in the menu [1].
Choose a ready-made color scheme or access the custom settings:
- [1] Light mode
- [2] Dark mode
- [3] Light mode with colored tiles
- [4] Dark mode with colored tiles
- [5] Custom color settings
Adjust the preferred colors of the selected elements.
- Icons
- Primary
- Secondary
- Menu
- Quick links
- Fonts
- Primary
- Secondary
- Background
- Main
- Top bar
- Menu button
- Quick links button
- Tile icon
- Tile
- Primary list
- Secondary list
For greater ease of use, you have the option to change the settings on individual tiles.
To access this option, check the box Edit individual tiles [1].
For single tiles, you can change the colors of individual elements. To open the individual tile menu, click the Settings icon located on the chosen tile. In the opened menu, you will find the option to change the colors of:
- Tiles
- Fonts
- Icons
7. Search Box
There are two search boxes within the new menu.
The first search box [1] is located in the menu. It allows you to quickly find all the necessary features and subsections.
We recognize that too many system features can make it difficult for a user to navigate through an application quickly. The search box is an additional improvement that respects the different styles of using the application and the varying degrees of familiarity with the feature suite. This added support feature will help with navigation, especially for those who know what action they want to perform but are unsure where to look for it.
To search for a feature, start by typing the name. After typing the first character, you will notice that the list starts to dynamically match the query.
The second search box [2] is located in the top bar. It allows you to quickly find a contact in your Contacts list. To search for a contact, start by typing its name. After typing the first character, you will notice that the list starts to dynamically match the query.