Summary: Learn what to expect when transitioning to the unified View People dashboard. This single, optimized interface replaces both the legacy people UI and the old people beta experience, offering streamlined navigation and a modern email editor.
Before You Begin
No More Beta Banner: The old "People Beta" banner has been permanently removed. You can no longer toggle back to or opt into the legacy layout—this is now the permanent interface for searching and managing profiles.
Unified Interface for Existing Users: Whether your team was primarily utilizing the legacy view or the React-powered beta view, this interface brings all accounts together on the same layout.
Step-by-Step Instructions
Click on People in the main navigation menu to open the unified dashboard.
Filter your list by clicking Filters to open the panel on the right side of the screen. Select your criteria to watch the list update in real time without navigating to a separate page.
Check the boxes next to individuals in your list to perform bulk tasks.
Select your desired action from the option bubbles that appear at the top of the screen (or select the dropdown arrow to view more actions).
Click Email to access the updated, modern email editor.
Select either Basic Email for a fast message, or Design Email to drag and drop newsletter-style content.
Troubleshooting & FAQs
Why can't I switch back to the legacy people view anymore? To make the system faster and more reliable, the old legacy page and the "Exit Beta" button have been retired. All users now use this modernized layout, ensuring everyone has access to the latest platform upgrades and features.
What is the difference between a Basic Email and a Design Email? Both options use our updated, high-speed modern editor. A Basic Email is perfect for quick text updates, while a Design Email gives you advanced customization tools to design beautiful, professional, newsletter-style content.
Did my filtering options change? The core filter categories remain identical to what you are used to. Instead of taking you away to a separate screen to select options, the filters now conveniently slide out from the right side of your active list, updating your matching results instantly.