The Projects feature offers a centralized workspace for managing entities that are related to a specific project. For example, email, segment, and campaign entities. This ensures that all project components are organized and easily accessible.

Entities of the following types can be associated with a project:

• Global Tokens
• Companies
• Segments
• Assets
• Forms
• Landing Pages
• Dynamic Web Content
• Campaigns
• Marketing Messages
• Emails
• Text Messages
• Focus Items
• Points Actions
• Point Triggers
• Stages

​​Creating projects ¶

Creating a project through the Projects page¶

1. Log in to Campaign Studio.
2. In the left navigation pane, click Projects.
3. On the Projects page, click +New.
4. On the Create new project page:
   1. In the Name field, enter a name for the project.
   2. In the Description field, enter a description of the project.

5. Click Save & Close.

   Campaign Studio creates the new project.

Creating a project through an entity¶

1. Log in to Campaign Studio.

2. In the left navigation pane, click the entity type.

   For example, click Emails. 

3. Create a new entity or edit an exiting entity. 

4. In the Projects field, enter a name for the project and press Enter.

   Campaign Studio creates a new project on the Projects list page.

Adding entities to a project¶

1. Log in to Campaign Studio.
2. In the left navigation pane, click Projects.
3. On the Projects list page, select the project to which you want to add entities.
4. On the Project details page, click Add Entities to Project.

5. Select the entity you want to add.

   Campaign Studio displays the Add Entities to Project dialog box.

6. In the Select entity to add to project dropdown, select one or more entities that you want to add to the project.

7. Click Add.

   Select which entity type you want to add from the provided options.

8. To add more entities of the same type to the entity container, do the following:

   1. In the header of the entity container, click Add new to project.

      The system displays the Add new to project dialog box.

   2. Select one or more entities that you want to add to the entity type.
   3. Click Add.

Associating projects to an entity¶

1. Log in to Campaign Studio.

2. In the left navigation pane, click the entity type.

   For example, click Emails.

3. Create a new entity or edit an exiting entity.
4. In the Projects field, start typing the name of an existing project and select it from the dropdown. 

Projects details page ¶

The Projects details page provides information about a project.

To access this page, do the following:

1. Log in to Campaign Studio.
2. In the left navigation pane, click Projects.

3. On the Projects list page, select the project that you want to view or manage.

   This page contains the following information:

   • Details tab: Displays the following details about the project on expansion:
   • Created by
   • Created on
   • Modified by
   • Last modified
   • ID

The following table provides information about each entity: