When you first login to the SparkPost Analytics platform, you will be prompted to go through our Configuration Steps. You only need to complete these once.
If an existing user's workspace is shared, you can either clone another user’s existing workspace or create your own custom workspace. In this guide we will show you how to create and share your own workspace.
Before we dive in to the steps, please note that there are certain account-level settings that can only be changed by assigned Account Managers.
* Note: These steps can be skipped, as they are settings that can be accessed later
Here's a 5 minute video on completing your set up steps:
Step 1 - Name your profile & choose the domain(s) you want to track. Don’t overthink this step - you can make revisions and additional profiles later on. Profile allow to you combine or narrow down your data to a specific domain or set of domains.
Step 2 - Configure Blocklists. Allows you to set Primary and Secondary blocklists for Alerts.
We recommend keeping this page as is since barracudacentral.org, spamhaus.org, and spamcop.net are more serious blocklists that have potential to impact deliverability.
Step 3 - Account Managers Only: Download Seeds/Configure ISPs. Select the ISPs to view in your dashboard and include in your seed list.
We recommend only selecting ISPs that you send to on a regular basis to ensure seeding success. Learn more here.
After updating your ISP Configuration, you have the option to download your traditional seed list from the prompt below. However, both of these actions can be done at any time within the platform.
Step 4 - Account Managers Only: Campaign Identification. This is a more advanced setting that we recommend skipping initially.
The default way we organize your campaigns is by Subject/Date. If you have an alternate identifier, you can configure an “X-header” value to group campaign types together. See the X-header Tracking Guide for more information.
Step 5 - Account Managers Only: Configure Account IPs.
If you are a Brand with a small set of IPs, skip this setting altogether. We will automatically detect your sending IPs based on the email traffic from your sending domains. Those IPs will appear in the likely IP section.
For Service Providers or Agencies, you can create customized sets of IP groups to sort and organize your IPs for viewing in Command Center. As you add or remove IPs from your sending infrastructure, you must make those changes in your IP groups as well.
Step 6 - Configure Alerts. We recommend skipping alert configuration until you've viewed your data. See our Delivery Alerts Set Up Guide for a list of useful Alerts that you can add to your workspace. You can edit or update your Alerts at any time.
Now you are ready to enter Inbox Tracker!
Create as many profiles as you want with differing domains, ISP weightings, etc. Just click the pencil icon to go to the profile creation page.
Have the perfect set up? Share your workspace with the rest of your team.
What is copied in a shared workspace:
Build your perfect set up by creating as many profiles as you need to organize your dashboard view, or even setting up custom alerts or ISP configuration.
To view and modify your profiles, click the pencil in the top left corner:
Enable your workspace to be shared. Once your profiles and alerts are ready to be shared, go to the Settings cog in the top right corner and click Share Inbox Tracker Workspace. Then, press “Share” in the pop-up. Click the "X" to exit the prompt.
After sharing, your profile can be cloned by other users. To clone, go back to the top right cog and click Clone Inbox Tracker Workspace and select the user’s workspace you would like to copy.
Please note that this change is permanent and you cannot recover your own profile after cloning. However, you can make adjustments in the cloned profile that will not apply to the initial user’s own workspace.
Please reach out to us via Intercom or by emailing firstname.lastname@example.org if you have any questions. Happy Sending!