The Emails widget displays the usage and status of your sent email campaigns. It includes a progress bar that shows the percentage used, which is calculated from the first of the current month based on the email limit set for the user. If you are on a Free Tier, you will be allowed to send up to 8,000 emails per month. However, if you upgrade your plan to include Text (SMS), then the Email count upgrades to unlimited.

The widget also displays the actual message count of emails sent out of the total limit assigned to you.

You can view detailed information about sent campaigns for the delivery method by clicking the Details button. The system displays with the Email Usage Details modal window. The information displayed on this window allows you to better understand how your message allotment is being used and by whom.

The Email Usage Details modal window shows the following details:

• Campaign Name - Name of the title of the campaign.

• Sender - Name of the person who sent the email campaign.

• Date Sent - Date on which the campaign was sent.

• Sent Count - Total number of successful sent messages.

On this modal window, you can search, filter, and sort the data. Enter one or more keywords in the Search field to display a list of items that contain the keyword(s).

You can filter the data by date range (Date Sent) and by Sender. Simply click the Toggle Filters button and complete the following information as necessary to filter the list of items that display in the grid accordingly:

• Select a date range from the Start Date and the End Date date picker.

• Select a sender from the Sender drop-down. You can select multiple senders at once.

• (Optional) To reset and clear the filter criteria, click the icon on each of the fields.

(Optional) Sort data that displays in a list by completing the following:

• Click a column header once to sort data in a list in ascending order by the value in that column.

• Click the a column header a second time to sort data in a list in descending order by the value in that column.

• Click the column header a third time to remove the sort option for that column.

The Other Delivery Method widget lists the delivery methods that are unlimited or excluded from the plan, along with the successful message count for each delivery method.

On a free tier plan with no additional booster package purchase, the Text (SMS) row displays a message stating, Not available on the current plan.

The In-App Message row displays the count of total in-app campaigns sent.

You can view detailed information about sent campaigns for the In-App campaign delivery method by clicking the Details button. The system displays with the In-App Message Usage Details modal window. The information displayed on this window allows you to better understand how your message allotment is being used and by whom.

The In-App Message Usage Details modal window shows the following details:

• Campaign Name - Name of the title of the campaign.

• Sender - Name of the person who sent the email campaign.

• Date Sent - Date on which the campaign was sent.

• Sent Count - Total number of successful sent messages.

On this modal window, you can search, filter, and sort the data. Enter one or more keywords in the Search field to display a list of items that contain the keyword(s).

You can filter the data by date range (Date Sent) and by Sender. Simply click the Toggle Filters button and complete the following information as necessary to filter the list of items that display in the grid accordingly:

• Select a date range from the Start Date and the End Date date picker.

• Select a sender from the Sender drop-down. You can select multiple senders at once.

• (Optional) To reset and clear the filter criteria, click the icon on each of the fields.

(Optional) Sort data that displays in a list by completing the following:

• Click a column header once to sort data in a list in ascending order by the value in that column.

• Click the a column header a second time to sort data in a list in descending order by the value in that column.

• Click the column header a third time to remove the sort option for that column.

The Push Notification row displays the count of total campaigns sent via push notification delivery method.

You can view detailed information about sent campaigns for the Push Notification campaign delivery method by clicking the Details button. The system displays with the Push Notification Usage Details modal window. The information displayed on this window allows you to better understand how your message allotment is being used and by whom.

The Push Notification Usage Details modal window shows the following details:

• Campaign Name - Name of the title of the campaign.

• Sender - Name of the person who sent the email campaign.

• Date Sent - Date on which the campaign was sent.

• Sent Count - Total number of successful sent messages.

On this modal window, you can search, filter, and sort the data. Enter one or more keywords in the Search field to display a list of items that contain the keyword(s).

You can filter the data by date range (Date Sent) and by Sender. Simply click the Toggle Filters button and complete the following information as necessary to filter the list of items that display in the grid accordingly:

• Select a date range from the Start Date and the End Date date picker.

• Select a sender from the Sender drop-down. You can select multiple senders at once.

• (Optional) To reset and clear the filter criteria, click the icon on each of the fields.

(Optional) Sort data that displays in a list by completing the following:

• Click a column header once to sort data in a list in ascending order by the value in that column.

• Click the a column header a second time to sort data in a list in descending order by the value in that column.

• Click the column header a third time to remove the sort option for that column.

In addition, this widget also includes a drop-down with preset filters for user to view updated message counts based on a time period.

The filter options include:

• This Month - This is the default filter. This filter option calculates the total count of sent campaigns against each delivery method based on the start of the current month.

• Last Month - This filter displays the total campaigns that you sent the previous month.

• Year to Date - This filter calculates the count of sent campaigns from the first day of the current calendar year up to the present date.

The Your Plan widget displays the Tier in which the PEO is enrolled in. If a PEO purchases for additional text packages (called Booster Packs), it will also display the booster pack enrollment and the renewal date.

For a Paid Tier PEO, the Usage Dashboard displays the Texts widget on top. This widget displays the usage and status of your sent text (sms) campaigns. It includes a progress bar that shows the percentage used, which is calculated from the first of the current month based on the text package purchased by the user.

The widget also displays the actual message count of text sent out of the total limit assigned to you.

You can also view detailed information about sent campaigns for the delivery method by clicking the Details button. The system displays with the Texts Usage Details modal window. The information displayed on this window allows you to better understand how your message allotment is being used and by whom.

The Texts Usage Details modal window shows the following details:

• Campaign Name - Name of the title of the campaign.

• Sender - Name of the person who sent the text campaign.

• Date Sent - Date on which the campaign was sent.

• Sent Count - Total number of successful sent messages.

On this modal window, you can search, filter, and sort the data. Enter one or more keywords in the Search field to display a list of items that contain the keyword(s).

You can filter the data by date range (Date Sent) and by Sender. Simply click the Toggle Filters button and complete the following information as necessary to filter the list of items that display in the grid accordingly:

• Select a date range from the Start Date and the End Date date picker.

• Select a sender from the Sender drop-down. You can select multiple senders at once.

• (Optional) To reset and clear the filter criteria, click the icon on each of the fields.

(Optional) Sort data that displays in a list by completing the following:

• Click a column header once to sort data in a list in ascending order by the value in that column.

• Click the a column header a second time to sort data in a list in descending order by the value in that column.

• Click the column header a third time to remove the sort option for that column.

The Other Delivery Method widget lists the delivery methods that are unlimited or excluded from the plan, along with the successful message count for each delivery method. Since this is for a paid tier and the user has purchased the Text (SMS) plan, so it will automatically include unlimited Email delivery method.

The Email row displays the count of total email campaigns sent.

You can view detailed information about sent campaigns for the delivery method by clicking the Details button. The system displays with the Email Usage Details modal window. The information displayed on this window allows you to better understand how your message allotment is being used and by whom.

The Email Usage Details modal window shows the following details:

• Campaign Name - Name of the title of the campaign.

• Sender - Name of the person who sent the email campaign.

• Date Sent - Date on which the campaign was sent.

• Sent Count - Total number of successful sent messages.

On this modal window, you can search, filter, and sort the data. Enter one or more keywords in the Search field to display a list of items that contain the keyword(s).

You can filter the data by date range (Date Sent) and by Sender. Simply click the Toggle Filters button and complete the following information as necessary to filter the list of items that display in the grid accordingly:

• Select a date range from the Start Date and the End Date date picker.

• Select a sender from the Sender drop-down. You can select multiple senders at once.

• (Optional) To reset and clear the filter criteria, click the icon on each of the fields.

(Optional) Sort data that displays in a list by completing the following:

• Click a column header once to sort data in a list in ascending order by the value in that column.

• Click the a column header a second time to sort data in a list in descending order by the value in that column.

• Click the column header a third time to remove the sort option for that column.

The In-App Message row displays the count of total in-app campaigns sent.

You can view detailed information about sent campaigns for the In-App campaign delivery method by clicking the Details button. The system displays with the In-App Message Usage Details modal window. The information displayed on this window allows you to better understand how your message allotment is being used and by whom.

The In-App Message Usage Details modal window shows the following details:

• Campaign Name - Name of the title of the campaign.

• Sender - Name of the person who sent the email campaign.

• Date Sent - Date on which the campaign was sent.

• Sent Count - Total number of successful sent messages.

On this modal window, you can search, filter, and sort the data. Enter one or more keywords in the Search field to display a list of items that contain the keyword(s).

You can filter the data by date range (Date Sent) and by Sender. Simply click the Toggle Filters button and complete the following information as necessary to filter the list of items that display in the grid accordingly:

• Select a date range from the Start Date and the End Date date picker.

• Select a sender from the Sender drop-down. You can select multiple senders at once.

• (Optional) To reset and clear the filter criteria, click the icon on each of the fields.

(Optional) Sort data that displays in a list by completing the following:

• Click a column header once to sort data in a list in ascending order by the value in that column.

• Click the a column header a second time to sort data in a list in descending order by the value in that column.

• Click the column header a third time to remove the sort option for that column.

The Push Notification row displays the count of total campaigns sent via push notification delivery method.

You can view detailed information about sent campaigns for the Push Notification campaign delivery method by clicking the Details button. The system displays with the Push Notification Usage Details modal window. The information displayed on this window allows you to better understand how your message allotment is being used and by whom.

The Push Notification Usage Details modal window shows the following details:

• Campaign Name - Name of the title of the campaign.

• Sender - Name of the person who sent the email campaign.

• Date Sent - Date on which the campaign was sent.

• Sent Count - Total number of successful sent messages.

On this modal window, you can search, filter, and sort the data. Enter one or more keywords in the Search field to display a list of items that contain the keyword(s).

You can filter the data by date range (Date Sent) and by Sender. Simply click the Toggle Filters button and complete the following information as necessary to filter the list of items that display in the grid accordingly:

• Select a date range from the Start Date and the End Date date picker.

• Select a sender from the Sender drop-down. You can select multiple senders at once.

• (Optional) To reset and clear the filter criteria, click the icon on each of the fields.

(Optional) Sort data that displays in a list by completing the following:

• Click a column header once to sort data in a list in ascending order by the value in that column.

• Click the a column header a second time to sort data in a list in descending order by the value in that column.

• Click the column header a third time to remove the sort option for that column.

In addition, this widget also includes a drop-down with preset filters for user to view updated message counts based on a time period.

The filter options include:

• This Month - This is the default filter. This filter option calculates the total count of sent campaigns against each delivery method based on the start of the current month.

• Last Month - This filter displays the total campaigns that you sent the previous month.

• Year to Date - This filter calculates the count of sent campaigns from the first day of the current calendar year up to the present date.

The Your Plan widget displays the Tier in which the PEO is enrolled in. It shows the additional text packages (called Booster Packs) along with the booster pack renewal date.

Complete the following:

1. On the Usage Dasboard screen, enter one or more keywords in the search field to display a list of items that contain the keyword(s).

2. You can search by the Client column field. Type two or more characters to filter the list.

3. Click the Toggle Filters button and complete the following information as necessary to filter the list of items that display in the grid:

   • Select one or more option from the Usage status drop-down

   • Select one or more service type in the Service type drop-down

   • Select one or more email limit options from the Email limit drop-down

   • Select one or more text limit options from the Text limit drop-down

4. (Optional) To reset and clear the filter criteria, click the icon on each of the fields.

5. (Optional) Sort data that displays in a list by completing the following:

   • Click a column header once to sort data in a list in ascending order by the value in that column.

   • Click the a column header a second time to sort data in a list in descending order by the value in that column.

   • Click the column header a third time to remove the sort option for that column.

Complete the following:

1. On the Usage Dasboard screen, either select the checkbox for a client record or click the pencil icon.

   The system displays the Limits: <SMB name> dialog box.

2. Here, set the monthly Email limit in the Email limit (Monthly) field. To provide unlimited email limit access, simply turn on the Unlimited toggle button.

3. Now, set the text limit in the Text limit (Annual) field. This will provide access to text on an annual basis. After you have set the limit count, you can view the remaining messages that is available. For example, if the total PEO package count is 10,000 and you allot 300 to an SMB, then the remaining count will be displayed as 9,700 left out of 10,000 total. To provide unlimited text limit access, simply turn on the Unlimited toggle button.

4. Once you have set the limit, click Save. The system displays a success message stating, "Organization usage limit updated successfully."

5. To edit email and text limits for multiple SMBs, simply select the checkbox for the desired SMBs and from this icon that is displayed, select Edit email limits or Edit text limits to set limit on emails and texts respectively.

Note: Please note the following:

• The limits are set to 0 by default.

• When allocating limits to SMBs, if you try to allocate with limit that is greater than your current plan's limit, the system displays a warning message. When any of your SMBs reaches to greater than or equal to 75% of the allotted limits, then a visual warning indicator is displayed.

• If you provide a certain limit to SMB and they have scheduled campaigns, and then you try to lower the allocated limit for that SMB, then a warning banner with a title May Interrupt Scheduled Campaigns is displayed with a message stating "This will lower their limit too much to send campaigns they have scheduled."