Projects

A project is a way of organizing communications and reporting on campaigns. How you structure your projects depends on the level of data that you need.

For example, if you want to drill down into the campaign data for sales events, you could create a project for each sales event. But if you want analytics for individual sales consultants, each person could create their own project.

Note: Every communication must be included in a project.

To create a new project:

  1. Select Projects, and then click the Create Project button.
  2. Enter a project name and click Create Project.

The project has been created but is empty. To add a communication to the new project, click Create New. This takes you to the main screen for creating a new communication; see Communications.

Note: You can also create a project when creating a new communication.