Upload Recipient List
Upload a CSV of recipients to load, and — unless you uncheck it below — email an invitation to each new one. Every row is validated; anyone already in the system is skipped, not re-emailed, whether emailing is on or off.
Columns (in this order): Email, Event Title, Link/URL, Location, Start Date, End Date, Phone, Contact First Name, Contact Last Name, Notes, Event Type, Event Sub-Type. Only Email and Contact First Name are required — everything else can be left blank. Up to 1,000 rows (~1 MB) per upload — split larger files. A completely blank row marks the end of your data; anything after it is ignored.
Drag and drop a CSV file here, or
Reading file…
Results
Dashboard
Uploads, event types, email outcomes, quiz results, and form submissions at a glance.
CSV Leads & Email
Uploads over time
Event type breakdown
Email funnel
Quizzes
Quiz responses
Form Submissions
Form submissions over time
Form submission status
You're seeing only leads assigned to you. Ask an admin if you need to see everyone's.
Leads
Every CSV-loaded recipient, quiz result, and form submission in one place. Reply from the Inbox tab.
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Quizzes
Create and edit the quizzes visitors can take on the site.
New Quiz
Templates
Reusable message bodies you can insert into any reply while composing.
New Template
Inbox
Every email sent and received, in one shared place for all admin users.
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You're seeing only reminders assigned to you. Ask an admin if you need to see everyone's.
Calendar
Notes and follow-up reminders. A reminder emails every admin login the day it's due.
Profile
First name, last name, and title are required before you can load recipient files or send any email.
Outbound Mail Alias
The address your replies go out from, e.g. "jane" sends as jane@yourdomain — must be unique on this account. Until you set one, it defaults to your first name, which can collide with a teammate who shares it.
Notification Email
Where you personally receive app notifications (inbound replies, due reminders) — separate from your login email, and not used for anything else. Must be confirmed before it receives anything.
Stale Lead Alerts
Get emailed (at your notification email above) the moment any CSV-loaded lead goes this many days without contact. Set as many thresholds as you want — each emails you once when it's first crossed, then stays quiet until it clears and can fire again.
Notification Preferences
Which events email you at your notification email above. Unchecked types are never sent to you, but the Inbox and every record stay fully visible either way — this only controls alerts.
Two-Factor Sign-In
Add a second step at sign-in with an authenticator app (such as Google Authenticator, 1Password or Authy). It is free and optional, and applies to your account only. Lost your phone? An admin on your team can reset it from the Team list below; if you are the only admin, contact Nubestra support.
In your authenticator app, add an account using this key, then enter the 6-digit code it shows.
Appearance
Pick a primary color for buttons and highlights and a secondary color for the header, backgrounds and borders. This is saved in this browser only and applies just to you.
Team
Who else has access to this account, and what they can see and do.
Permission Profiles
Named, reusable bundles of role + permissions + menu visibility — assign one to a teammate below instead of setting each field by hand.
Mail Domain
Send and receive at your own domain instead of the address we set you up with. Only Admin accounts can change this.
Branding
Shown in outbound emails and on your login screen (if you've connected a custom admin domain). JPEG, PNG, or WEBP. Only Admin accounts can change this.
FAQ
Quick answers to common questions. For anything else, use the help assistant in the lower-right corner.
Documentation
Reference guides for this admin dashboard. Click a name to open it in a new tab.