Projects
A Project is the workspace that holds a set of email templates and the SMTP setup they send through.
What is the Projects screen?
Projects is the top-level list of template workspaces in Email Service. Each project groups together the templates built for a particular use case (for example, a client, a product, or a type of outreach) along with the SMTP configuration those templates will send through once a campaign runs.
Why use Projects?
Splitting work into projects keeps unrelated templates from mixing together and lets you point different projects at different sending setups — useful when different clients or teams need their own templates and their own sending identity.
When would I use this screen?
- Starting a new set of email templates for a client or campaign type
- Opening an existing workspace to add or edit its templates
- Checking which SMTP configuration a workspace is set up to send through
Before you start
You need access to the Email Service module to see Projects in the sidebar. Creating a project's SMTP configuration step will ask for sending credentials, so have those ready if you're setting one up from scratch — or plan to attach an existing Pool SMTP entry instead.
How to create a new project
- Open Projects
Go to Email Service → Projects.
- Start a new workspace
Click + New Project (or the equivalent create action) at the top of the list.
- Fill in the project's basic details
The first step of the wizard covers the workspace itself — its name and any identifying details for the project.
- Set up SMTP Configuration
The second step, SMTP Configuration, is where the project is connected to a sending account — either by entering SMTP details directly or by selecting from your existing Pool. This is what templates in this project will send through once a campaign runs.
- Save the project
Once both steps are complete, save to add the workspace to your Projects list.
The Projects list
Each row in the list represents one workspace. Opening a project takes you to its Template List, where the individual templates that belong to it are managed — see Templates.