💡 This feature is currently in beta. If you encounter any issues or have suggestions for improvement, please contact our Support team by emailing [email protected].
Project 2.0 streamlines project creation with simplified setup and more advanced workflow configuration.
Getting Started
Step 1: Create a Project
Step 2: Customize Your Project Workflow
Access your Project Settings
Navigate to your Project (must be a Project 2.0)
Go to Settings → Project Settings
Each workflow stage needing setup with have a dedicated tab
Understanding your Project Settings
Setup
Setup
The Setup tab will mirror the Project creation page allowing you to make edits to:
Project Name
Image
Description
Active Dates
Budget
Sales Goal
Active Collaborators Goal
You also have Additional Settings you can configure:
Project Owner
Unpaid Offer
Group Content Review [learn more]
Archive Project
Permanently Delete Project
Workflow
Workflow
This tab allows you to make edits to your workflow and quickly identify stages that need setup.
Learn more about Customizing Your Workflow.
Custom Stages
Custom Stages
If you have added our advanced Custom Stages to your Workflow, you are able to customize and configure the settings, fields and statuses of the stage.
Learn more about how to Configure Your Custom Stages.
Application Page
Application Page
The Application Page tab allows you to create a Project specific landing page to start the recruitment process for your Project. You can choose to duplicate an existing Application Page or start from scratch using our Quick or Customizable template.
Learn more about Creating an Application Page.
Briefs
Briefs
The revamped Brief tab allows you to create an agreement for your Project utilizing either our Flexible Brief or Standard Brief. You can create Content Guidelines, draft the Brief Email Template and configure the Brief Template all in one place.
Learn more about Setting Up an Aspire Brief
Offers
Offers
The newly added Offers tab allows you to connect or disconnect an Offer, create a new offer and draft a specific Offer Email Template in one tab.
Learn more about Creating a Sales Tracking Offer.
Product Catalogs
Product Catalogs
The Product Catalog tab allows you to connect or disconnect Product Catalog(s), create a new Catalogs and draft a specific Product Catalog Email Template in one tab.
Learn more about the steps to Setting Up Product Catalogs.
Budgets
Budgets
The Budgets tab allows you to connect and manage Budget Accounts tied to your Project. View a high-level Project Analysis to track remaining budget and how funds are allocated.
Learn more about Setting Up Budget Account.
Automations
Automations
The Automations tab allows you to manage and create Project Automations that streamline project tasks and communication. You can also manage existing templates, view a Run History and see success rates on flows.
Learn more about How to Set Up Project Automation!
Please note: Some tabs may not be present in your setting if your Workflow does not contain the relevant stage. Example: The Offers tab will only be present in your settings when either the Promo Code or Sales Link stage is included in your Workflow.