Beginner’s Guide To Navigating the Pagewheel Dashboard
Feeling overwhelmed by the Pagewheel dashboard? If you just signed up and you're wondering, “Where do I even start?”—you’re not alone. Many new users are excited to dive into selling digital products… then freeze when faced with all the tabs, templates, and tools.
When I first opened Pagewheel, I spent way too long just staring at the screen and clicking around, convinced I was missing something obvious. But once I understood how the dashboard was laid out, everything clicked—and now it’s my favorite tool for passive income.
In this step-by-step guide, I’ll show you exactly how to navigate the Pagewheel dashboard so you can start creating and selling your first digital product without second-guessing every click.
What is Pagewheel?
Before we dive into the dashboard, let’s quickly cover what Pagewheel actually is. Pagewheel is a drag-and-drop digital product creation platform that empowers creators, marketers, and small business owners to easily design lead magnets, sales funnels, eBooks, and other content—without tech overwhelm or a steep learning curve.
With built-in AI tools, templates, and customization options, Pagewheel removes all the friction of starting from scratch. Whether you’re launching a digital planner, an email course, or a product delivery page, Pagewheel’s intuitive design helps you get it done fast.
SIMPLY PUT?? It's your total Digital Business In A Box!
Logging In and Landing on the Dashboard
Once you log into your Pagewheel account, you’ll land on your Dashboard, the central hub for everything you’ll create and manage. Here’s what you’ll see:
🧭 Left-Side Navigation Bar
This sidebar is your main menu. It usually includes:
- Main Account – This is where you can switch between accounts if you have any sub-accounts in your Agency Membership Level.
- Dashboard – This is your main working space
- Products – All the digital products you’ve created or started.
- Promo Packs – This is where you'll find and create your social content, emails, video scripts, content plan, and so much more!
- Your List – This is where you will find your full email list of subscribers and purchasers.
🔔 Top Menu Bar
Depending on your account, you’ll see shortcuts for:
- Get Your Copy Packs – This is where you'll find and create your social content, emails, video scripts, content plan, and so much more!
- Create a Digital Product – A shortcut button to creating amazing digital products (Lead magnets, planners, journals, etc.)
- Language Selector – Choose between 10 different languages! They're adding new languages for growth.
- Your List – This is just a graphic that turns green on hovering. This is another way to access your list of subscribers and purchasers.
- Get Help – You can click on this Question Mark icon that turns orange on hovering. Clicking this will pop up the help chat box located in the lower right-hand corner.
- Account Settings – This is where you can control your personal information, logo, profile image, email, and more. You'll see selections to for finding child accounts that you've added (Only if You're an Agency Level Member), affiliate link sharing (if you're an affiliate, which you should be!!!), Update your payment method, Your Stripe connection for making Payments, and your Subscription details where you can go up level or down a level in your membership status.
💰Possibility Calculator
This is such a fun calculator to see how much money you can actually make! You'll see that the possibilities are endless!
🏗️ Main Workspace Area
This is where the magic happens. When you click on a product or template, this area updates to show:
- Product Builder – This is where you'll go to start creating your digital products, including choices to: Create page by page, upload your own .pdf (in case you created a lead magnet elsewhere), or Create Product with AI (SUPER MAGIC ZONE!!!)
- Webpage Builder – Here you can create your offer page and delivery page. You'll be able to edit and add your own images, keep product generated images that Pagewheel created, or create AI images.
- Copy Packs Maker – Write nurtures emails in a breeze, your content plan done in seconds, your Pinterest descriptions are crunched, Facebook content created, Reels ideas done for you, video scripts, and so much more…is waiting here. Stop stressing about all the content that YOU don't need to write and let Pagewheel do it.
Key Features to Explore as a New User
Let’s take a closer look at the areas you’ll use most as a beginner:
1. Create a New Product
This is the main starting point. Pagewheel will guide you through naming your product and choosing a layout. From there, you’ll be dropped into the drag-and-drop editor.
💡 Tip: Start with a lead magnet or a simple PDF-based product to get the hang of things! Get used to your new playground area.
2. Templates
If you don’t want to build from scratch, browse Pagewheel’s pre-designed templates. These cover everything from sales pages to thank-you pages to full funnels.
- Templates are editable (There are so many template packs to pick and choose from to edit!)
- AI can pre-fill your content (Don't forget to add your personal touch!)
- Great for getting inspired (You'll get an endless supply of ideas that you can ACTUALLY Create!)
3. Offer Pages
Every product you create comes with an Offer Page — basically your sales page. It’s already set up and ready for your branding and product description.
Customize the headline, add testimonials, insert images, and tweak your call-to-action. The AI Page Assistant can even help you write persuasive copy based on your product details.
4. Delivery Pages
This is where customers go after purchasing or opting in to receive your product. Delivery pages can include download buttons, video content, bonus files, or links.
Don’t forget: this is a key part of your customer’s experience!
Navigating the Page Builder
When you enter a product’s editing mode, you’ll be inside the Page Builder. This area allows you to:
- Edit text and images directly on the page – resize with ease!
- Add blocks like headings, images, CTAs, and testimonials like a pro!
- Rearrange sections with drag-and-drop without stress!
- Use AI to fill in text fields for when you need some inspiration!
It’s super intuitive. You don’t need to know any code. If you’ve used Canva or a landing page builder before, it’ll feel familiar.
Helpful Dashboard Features
🧠 AI Page Assistant
One of the coolest features in Pagewheel is the built-in AI Assistant. It can:
- Suggest product titles
- Write sales copy
- Generate content for delivery pages
- Help structure your lead magnet or course
Just answer a few quick questions, and the AI takes care of the rest!
🔁 Autosave & Versions
Pagewheel autosaves your work as you go, and you can go back to earlier versions of your product if needed. This gives you the confidence to experiment without fear of losing your progress.
📦 Product Folder View
If you’re juggling multiple products, the dashboard displays all your projects in a clean, card-based layout. Click any product to edit, duplicate, or publish it.
Quick Tips for First-Time Users
Here are a few simple things you can do to feel at home inside Pagewheel:
- Bookmark the Learn Page
The Pagewheel Learn site is full of tutorials, guides, and walkthroughs. - Start Small
Instead of building a full sales funnel, try creating just a lead magnet first. It’ll help you get comfortable with the tools. - Use AI to Save Time
Don’t stress over what to write—use the AI to generate headlines, bullet points, product blurbs, and more. - Preview Often
Click the preview button to see what your page will look like to visitors. You can check both desktop and mobile versions easily. - Test Before Publishing
Always go through your product’s offer and delivery pages before you go live. Make sure the links work, downloads are attached, and text reads clearly.
Pagewheel’s dashboard is designed to empower you—not confuse you. Once you understand how the sidebar, workspace, and product areas work together, you’ll feel like a pro in no time.
Whether you’re creating your first digital product, trying to grow your email list with a lead magnet, or building a quick eBook for your followers, Pagewheel gives you everything you need in one intuitive space.
The Pagewheel dashboard is your central control panel for creating, managing, and selling digital products. It’s where you access tools like the Product Builder, Promo Packs, email lists, and the AI assistant—all in one place.
Start by logging in and clicking “Create a Digital Product” on the top menu bar. Choose a template or start from scratch, and Pagewheel will guide you through the process step-by-step. For new users, we recommend starting with a lead magnet.
Yes! Pagewheel is designed to be beginner-friendly with drag-and-drop tools, pre-made templates, and an AI assistant to help with copy and content. No coding or design skills needed.
Click “Your List” in the sidebar or top menu bar. This section shows your email subscribers and purchasers, and it's automatically updated when people opt in through your offer pages.
Yes! Pagewheel automatically saves your progress and even lets you revert to earlier versions of your product if you need to undo changes.
