Editing your Project

When clicking on Edit | view on List of your Projects page, a modal window for editing project data opens.

Primary settings

Primary - is the page with the main project settings.

Here you can edit all the fields that were configured when creating the project, namely:

• Project title - name of the project;
• Sender domain - sender's domain;
• Tracking domain - domain for tracking;
• Default sender name - the name of the sender that the recipient sees in the email;
• Default sender email - the email address from which the email is sent;
• Reply to - the email address where replies to your email will be received.

On this page, you can also change your project's activity status (Active/Inactive): deactivate the project or, vice versa, activate it again. More details about the deactivation process can be found here.

Additional settings

Additional - is a page with additional project settings.

When utilizing our recommendation system, you have the ability to configure the sending of requests for the specific project on this page. By Enabling trigger emails, you can customize the process and set up different URL address to receive them on your side. To learn more about the Recommendation System, we suggest referring to the dedicated article "Recommendation System".

If you have any questions, please contact your Customer Success Manager

Additionally, you can set up receiving webhooks on this page. By specifying the desired address in the Webhooks field, you can ensure that the webhooks are sent to the designated location. For more information on how to configure webhooks, you can refer to the webhooks documentation.

In the Custom project variables section, you can configure personalized variables specific to particular project. These variables can be utilized to include legal addresses, logos, and other customized elements in the template.

To create a new personalized variable, simply click on Create variable. In the subsequent modal window, provide the required information:

• Variable category - "Project" is selected by default, and cannot be changed;
• Variable type - select the variable type from among Text, Number, Date, Link and Image;
• Key - write the key, which represents the value used in the template to add this variable;

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The key should be written without spaces if it consists of several words.

• Value for preview - preview value (this value will be displayed in the template's Preview);
• Description (optional) - description of the variable.

Once you have entered all the required information, click Create.

Having created a variable, proceed to add the necessary value:

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Remember to save your changes by clicking the Save button.