What is a project and what can I use it for?

Let’s talk about projects. Consider a project as a folder where you save all your different sendouts. You can have several or just one, depending on how you’d like to structure your account in Carma.

For each project you can save specific default settings, like sender and reply address, text encoding for your send outs and project type (if its e.g. an email, SMS, autosend or a mixed project).
And also, if you’d like all your send outs from a project to use a specific segment or a specific unsubscribe page. For example, your project Newsletter SE should always be sent with the segment Swedish recipients and land on the Swedish default unsubscribe page. Contact support@compost.se if you want to set this up.

Within a project you can activate the publisher approval process if you want a control group to receive a copy of the sendouts or if they should approve all sendouts before they are sent. Read more about publisher approval here.

If you have several templates you can also manage which templates should be visible in your different projects. Read more about template managing here.

All the above settings will follow each send out you create from your different projects. Read more about how to create and/or manage your projects here.

A project also can be used for other strategic purposes. You can easily overview and export your statistics on a project view. You can set up permission groups to limit Carma users to different projects (and many other parts of Carma).
Read more about permission groups here.

And last but not least, you can set up segments to for example include or exclude send outs from specific projects. Say if you have an automatic welcome flow and don’t want the recipients receiving the welcome send outs to also receive your newsletters you can easily exclude these recipients from your newsletters if you have separated these projects.

So, depending on how you want to set your Carma account up you should consider all the above options when you’re creating your projects so that you can benefit from the strength and the flexibility Carma projects have to offer.