Stensul Projects act as flexible folders with metadata capabilities, allowing teams to organize Stensul email and landing page assets for specific purposes (e.g. campaigns, journeys, initiatives, etc.). Projects support metadata such as descriptions, start dates, and end dates, enhancing planning, tracking, and collaboration.

The Stensul projects feature is a restricted feature that must be enabled in your Stensul instance. To access this feature, please contact your assigned customer success manager (CSM).

Once enabled for your instance, any user can access the projects page. However, there are specific permissions needed to manage projects e.g. create, edit, delete.

With this feature enabled, projects are available as an option in the primary header menu.

Once selected, you will see a project page with all of our projects listed. If you do not yet have any projects created, and you have the correct permission, you will see an option to create a new project.

To create a new project, select the Create project button located in the top, right corner of the page.

Once selected, a modal will appear where you are able to enter the following fields:

The project name is the only required field. There is built-in field validation that will prevent you from creating your project if one of the above rules are not followed.

After all fields have been entered, select Create and the project will be created. You will be automatically directed to the new project.

Stensul projects support the organization of both emails and landing pages. There are two ways to add a Stensul asset to a project.

In a newly created project a button labeled Add Asset will appear in the center of the screen. Once selected, you are able to search for an email or select a preloaded option from the menu.

In a project that already contains Stensul assets, this button will appear in the top right corner of the page.

After selecting an email asset to assign to a project, a confirmation modal will appear. Select Accept to confirm the action. Select Cancel or X to cancel the action.

Users also have the ability to create a new asset from within a project. To create a new asset, select Create new asset from the drop-down list. It is the last item on the list.

Once selected, a creation modal will appear.

Creating an Email

In the modal, select your desired Library and enter a Name for your asset, and then select Create. If you instance only has one library enabled, this field will not be displayed. Once selected, you will automatically navigated to the Stensul email builder.

Creating a Landing Page

If Landing Pages is enabled for your instance, a Landing Page option will appear in this modal. If this is not an enabled feature, you will only see one asset option for Email.

To create a landing page, select the Landing Page option. Next, enter your asset name and select Create. Once selected, you will automatically navigated to the Stensul landing page builder.

Upon returning to the project page, the project will display the newly created email or landing page asset associated in the project.

Assets can be associated to a project from either the email dashboard or the landing page dashboard. For example, to associate an email from the email dashboard, select the three dot ... option menu on the right side of the screen for the specific email.

Next, select the option Assign to Project, and a menu will appear. The menu has a search field and several recently created projects will be displayed. Select the project that you would like to assign the asset to and a confirmation modal will appear. Select Accept to confirm the action. Select Cancel or X to cancel the action.

Your project has two main sections:

This section of the project contains all of the associated metadata and options to manage the project.

If a description is not entered, the field will disappear in the project view.

If one or more dates are not entered, the field will display N/A in place of a date in the project view.

This section of the project contains a table view of all associated associated assets as well as control to access and manage those assets.

The asset table view will display six pre-set fields.

In the project page, you have the ability to sort your assets by several pre-set sorting options.

Similar to the process of adding an asset to a project, you can remove an asset from a project in two ways:

To remove an email or landing page asset from a project from within the project, select the three dot ... option menu on the right side of the screen for the specific asset and then select Remove from Project.

Once selected, a confirmation modal will appear. Select Accept to confirm the action. Select Cancel or X to cancel the action.

Asset can be removed from a project from either the email dashboard or the landing page dashboard. For example, to remove an email from a project via the email dashboard, select the three dot ... option menu on the right side of the screen for the specific email.

Next, select the option Remove from Project and a confirmation modal will appear. Select Accept to confirm the action. Select Cancel or X to cancel the action.

Similar to the process of adding an asset to a project and removing an asset from a project, you can move an asset from one project to another project in two ways:

To move an email or landing page asset from one project to another from within the project, select the three dot ... option menu on the right side of the screen for the specific asset and then select Move to Project.

Once selected, a menu will appear. The menu has a search field and several recently created projects will be displayed. Select the project that you would like to move the asset to and a confirmation modal will appear. Select Accept to confirm the action. Select Cancel or X to cancel the action.

Assets that assigned to one project can be moved to another project from either the email dashboard or the landing page dashboard. For example, to move an email from one project to another via the email dashboard, select the three dot ... option menu on the right side of the screen for the specific email.

Once selected, a menu will appear. The menu has a search field and several recently created projects will be displayed. Select the project that you would like to move the asset to and a confirmation modal will appear, as shown in the previous section. Select Accept to confirm the action. Select Cancel or X to cancel the action.

On the project page, there are five pre-set filtered views that you can use to quickly find your projects. These views are located in a persistent panel located on the left side of the screen.

When you hover each view, you will see the filtered criteria of the view in a hover text bubble.

Each Stensul project has a unique link associated with it that can be shared with your team for fast access. The project link has the following format:

https://[instance-name].stensul.com/projects/[project-ID]

e.g. https://test.stensul.com/projects/3c576452e905b8f67e203c9

When an asset (either email or landing page) is associated with a project, the asset will display the project association in its respective dashboard. The project name will appear above the asset name and will be clickable. Once selected, the respective project will open.

Robust search functionality is available from the project page. When keywords are entered, the search will return and highlight results across several key areas, including:

If typos and misspellings are entered, the search will attempt to identify, correct, and leverage that keyword in the search. For example, if journey is misspelled as jorney the search will still function as if the spelling was correct.

Search will also support the querying of author’s names.

For customers with the Stensul AI feature enabled, when you do not recall the project name or a specific keyword, the search function will attempt to identify and display project options based on your semantic search. To use the semantic search feature, you must enter in five or more keywords in the search field.

On the right side of the screen, under the Create project button, you can find your pre-set sorting options that will sort the projects within your selected view.

From the project page, you can identify how many and which type of assets are associated with a given project. The asset count will appear below the project name and above the project description (if a description is used). In this example, you can see that the highlighted project has three emails and one landing page associated with the project.

If a project has no assets associated, no icons or counts will appear. Below is an example of a project with no associated assets.

Once a project has been created, permissioned users can modify the project’s metadata. At this time, there are four fields that can be modified:

A project’s data can be updated in two ways:

From inside a project, select the three dot menu icon ... located to the right of the project name.

Once selected, a menu will appear. Select the Edit option.

After making your updates, select Save to confirm your updates and close the modal. To cancel the action, select Cancel or the X in the top right corner of the modal.

From the project page, select the three dot ... option menu on the right side of the screen for the specific project, then select Edit.

Once selected, the edit modal will appear as show in the above example.

To delete a project, a user must have a specific permission (access_delete_project). With this permission, a user can delete a project in two ways:

From inside a project, select the three dot menu icon ... located to the right of the project name.

Once selected, a menu will appear. Select the Delete option.

From the project page, select the three dot menu icon ... located to the right of the project, and then select the Delete option.

Once selected, a confirmation modal will appear. Select Delete to confirm the action. Select Cancel or X to cancel the action.

If your project has assets associated with it, you have the option to also delete the associated assets. This option is deselected by default. To also delete the associate assets, select the option labeled “Also delete project assets“ and then select Delete.