Project FAQ

What is a Project?

A project is a way to group and filter your audiences, tags and analyses. 

Resonate can set up each client account with an unlimited number of projects. Client Admin users can also create projects.  Within each project, you have the flexibility to self-organize your audiences, tags, and analyses. For instance, an agency might create a different project for each of its clients, campaigns, or strategic projects.  

How to share Projects?

Administrators share projects across relevant team members so they can collaborate on the project.

Through the Administration area, Administrators can manage project access for existing users.

While Client Administrators have access to all projects, Analysts and Viewers only have access to the projects shared with them. Therefore, Administrators must create projects before inviting other users from the organization.

How to add items to a project?

When creating a new audience or analysis, you will specify the project to save it to. Campaigns are initially available in the Inbox project, but can be moved. Tags are automatically assigned to the project in which their associated campaign is.