This article is describing functionality as managed in the new Symplify user interface.
We are currently in the process of launching our new user Interface therefore we have made some changes in expertise. If you’ve not been informed about this and are still using the current UI go to the original article, see link below.
Learn how this was done in the old interface!
Projects are the backbone of your account for creating a structure of your communication.
This article explains the project settings, if you're looking for more detailed project information you can read this article.
Projects can be accessed on Settings by administrators. Here you can manage your settings, publishing approval and available templates.
Project settings
From here you can save default settings for your communication:
- General settings
- From settings
- Contacts settings
- Opt-out page settings
- Advanced settings
- Publishing approval
- Templates
General settings
Here you can change the name of your project if you feel the need to do so, as well as adding a description. Under General, you will also find the language encoding setting. When sending emails, the encoding of your characters is important. The encoding tells the web browser or email application how to interpret the text characters in your email. A wrongly interpreted encoding can result in question marks or squares instead of your wanted Ö or €.
Therefore you must select an encoding that covers your character space. For most of us, UTF-8 (default) will do the trick. This basically means that you do not have to worry when sending emails to European or American markets. If you however know that you will also send to other parts of the world where they have language character sets that need a specific encoding you should do some tests with the corresponding language encoding to verify the result.
From settings
Set the default from email and reply to email for your project. The selected addresses will be preselected when creating a new sendout within the project.
But not only that, when creating a new draft, sender and reply addresses will by default run on current project settings, meaning any changes to the project default sender and reply will immediately have affect on all sendouts with this setting.
This is especially recommended when creating emails in Journeys, since you can update the from email and reply to email in one place (not having to access and update each sendout at a time).
In the dropdown for available addresses you will recognize this option seeing Dynamic based on project next to the address.
If you don’t want your sendout to follow the project settings you can select any other option in the list. By selecting any other address, project settings will be ignored. Read more here.
In the Fromt settings, you can also set the default caller number. The saved number will be preselected when creating a new voice sendout within the project.
Contacts settings
If you select a segment as Projects segment, this segment will be additional to the segment selected in your send out when sending from this project.
By not choosing a segment in this setting, no master segment will be applied. Or if you want to remove a master segment from a project, simply choose the Clear button from the dropdown.
The Email engagement filter is where you can set how long a recipient should be considered a recipient if he/she isn’t opening any emails from you.
A timeframe selected on project level will override any settings on account level.
Opt-out page settings
Select the method for any recipients wanting to opt out from your emails.
Advanced settings
Select the tracking domain you want to use for this project. Tracking domains enables Symplify to track customer engagement in your sendouts.
Publishing approval
If you want emails to be approved by others before send out you can use the feature Publishing approval. This feature can be activated on a project level and will send an email with information about the send out to the added publishers (all emails in the selected project must get approved). Publishers can then choose to approve or reject the email.
Templates
You can also select email templates to a project, the selected template(s) will be the only one selectable when creating new sendouts + the default boilerplate.
To add a template you hit Add template and choose the wanted template. To remove it, simply click Remove.