Help centerCreating and Sending ZelosThe Summary Page

The Summary Page

Inside a message, the first thing you see is the Summary page. This page gives you an overview of the different steps you need to fill out to make the message ready for sending.

In addition to the 5 setup steps, you also find:

  • A name field
  • A progress bar
  • The status for the Zelo
  • Categories.

The five setup steps are described in their own help articles, which can be accessed through following links;

1. Select audience (zeloapp.com)

2. Selecting channels (zeloapp.com)

3. Channel Messages (zeloapp.com)

4. Schedule Sending (zeloapp.com)

5. Edit content (zeloapp.com)

Navigation inside a message

To the left, we have a navigation bar with two distinct sections.

  • The “Setup section” where all the setup steps for an unsent messages are listed, like selecting an audience, channels, etc.
  • An “Insights section” where the stuff after a send out happens, like a dashboard, recipient list, etc.

Tips: Look at the Summary page as a Zelo's command center. If something doesn't work or isn't ready for sending out, this is where you can see what's wrong.

Simen Ytre-Arne
This article is written by:

Simen Ytre-Arne

Chief Operating Officer

Simen is the Founder and Chief Operating Officer in Zelo, a B2B SaaS that helps managers reach and engage their employees without the burden of silo communication systems.

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