Getting Started with Projects
A quick guide to getting set up with Projects in FT CRM. As you know, activities form the core of FT CRM. Projects has been designed to transform the way we group activities together.
📖 Open Projects
Start at the beginning, by opening projects from the CRM menu.
Projects: We keep all our Activity Projects and Lifecycle Projects together here under one roof.
✨ Create a New Activity Project
Organise activities to suit you; per campaign, by calendar month or by automated project. Find out how we do it here. Once you have decided the best way for you, start creating new projects to organise the activities.
From the Project screen in FT CRM you have an overview of all activity and lifecycle projects already created for your brand. To add a new project;
- Select New Project in the top right corner
- Select the Project type; Activity Project (or Lifecycle Project)
- Give the project a name
- Create Project
To create a new Lifecycle Project find out more information here.
🚀 Add Activities
Now you have your new Activity Project, it's time to add in some activities.
Add existing activities into a new Activity Project
Once your project is created, it will open in the In Dev tab. From here select add existing and select from the list of existing activities. Once you have selected all the activities you need, select Save.
Your imported activities will now be visible inside the project. The activity will belong to the project status that matches the status of the activity at the time of import.
🧙♂️ Tip: An activity can only belong to one project.
If you cannot find an activity from the list, that means that the activity already belongs to another project.
Add new activities to an Activity Project
Create new activities from inside an activity project by selecting New Activity from the In Dev tab.
Re-run Activities from the past
Use the handy Toolkit, in the In Dev tab from inside projects, to clone part or all of an existing project and import into your project.
Select Run activities from the past to be presented with a list of all existing projects. Choose to clone all activities from an existing project or part of an existing project and import the activities.
🧠 Note: You will find all cloned activities in the In Dev tab of the project.
❌ Remove Activities
Easily remove activities from a project in case you add an activity by mistake, or change your mind about how to organise projects.
Open the project, hover over the three-dot menu and click on Remove from Project.
From inside a project, activities are viewed and organised by status;
For all inactive activities currently being set-up and worked on. Clone, edit, archive, delete and send to QA just as before.
For inactive activities ready to be checked for execution. Opening an activity from the QA tab inside projects will allow you to QA the activity. Sign-off if the activity is good to go and it will be activated and moved automatically into the PROD tab. Reject and the activity is returned to In Dev for changes to be made.
For activities that have been signed-off and activated, running or ended. Once an activity has been checked for quality assurance, you will find it in the Prod tab in either the active or ended lists.
🧠 Note: Each status tab provides an overview of all active segments in use, as well as recently made changes.
See more about project statuses;
👬 Clone Activities
Clone activities from In Dev or Prod status tabs inside projects, in the same way that you would clone activities before.
To remove a cloned activity from a project, simply select Remove From Project. The activity will now appear only in the activity list and not attached to any project.
Clone an activity from outside a project and add it into the project following Add Activities.
🧠 Note: Cloned activities will automatically be placed inside the project they were cloned from. You can find them in the 'In Dev' tab.
👬 Clone Segments
Clone segments used in a project from the In Dev or Prod tabs inside a project.
🔗 Activities Inside Projects
Once you have added an activity to your Project, it will still appear in the All Activities list. You can find and edit your activity from both places.
To be able to see which project an activity belongs to, simply hover over the activity from All Activities overview and follow the link. You will automatically be taken to the relevant Project.