Create a Project from a Preset

Using project presets in imago is a powerful way to streamline your workflow and save time when setting up new projects. Instead of starting from scratch, you can quickly create a project with preconfigured settings, ensuring consistency across your jobs. This guide will walk you through the simple steps to create a project from a preset, so you can get up and running faster with fewer manual adjustments.

1. From the organization details page, click "+ New Project"

2. Choose "Use Preset"

3. Select the preset you just created from the list and click "Continue." There are filters in place to narrow the list if needed. Details about the selected preset will be displayed on the right.

4. Enter the project name, URL, estimated # of people, key dates, then click create.

5. Your project is created.

6. Add a cover image.

7. Review all the details of the project journey, and adjust any key dates for this project.

8. Review the timeline so you know exactly when your events, sales, and broadcasts will occur. 

9. If you need to make any changes to a particular sale, you can do so by expanding the sale details, and clicking the "..." on the right hand side.

10. Review the marketing details, including campaigns and any special messages.

11. Review any form questions that may be specific to this project.