Create a Project from a Preset

Using presets can save time on setting up new projects that have similar attributes as other projects. 

First you will need to create the preset.

1. To create a preset, go to an existing project that has already been set up and has the attributes you want to use. Scroll to the bottom and click "Save as Preset."

2. Enter a name for your preset and click "Create"

3. Click "View Preset"

4. Enter a description for your preset, then review all the details, including the project type, journey, and details for each sale. Make sure to save any changes you make.

Now that you have created your preset, it is ready to be used.

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.

Congratulations! You have just created your project. 

Don't forget to add a cover image and view the project timeline so you know exactly when your events, sales, and broadcasts will occur.