Creating a Marketing Project | Online Help - Zoho Marketing Plus

Creating a Marketing Project

Marketing projects can be created from the Marketing Projects tab in Brand Studio.
 
While creating a project, you can specify the following:
  1. Name: Name of the marketing project.
  2. Color: Associate a color to help identify the project with ease
  3. Objective: The reason or purpose of a project. For example, lead generation, generating web traffic, customer retention, etc.
  4. Type: This determines how a marketing project is categorized. For example, tradeshow, workshop, conference, product launch, etc.
  5. Owner: The user who is responsible for the marketing project.
  6. Location: The geographical location where the campaign is being held. 
To create a marketing project
  1. Go to Brand Studio.
  2. Click New Project on the Marketing Projects tab.

  3. Specify the Name, ColorObjective, Type, Owner, Launch Date, and Location.

  4. Click Save.

Editing Marketing Projects

The marketing project can be edited only by the Administrator or the Project Owner.

To edit a marketing project
  1. Go to Brand Studio and select a Marketing Project.
  2. Click More > Edit.

  3. Modify the project information and click Save.
To change color
  1. Go to Brand Studio and select a Marketing Project
  2. Click More > Edit
  3. Select an appropriate color from the list. 

    Alternatively, you can also change the color from the List View.

Sort and Search Marketing Projects

When you are managing multiple marketing projects in your organization, it might be difficult to navigate and find the one that you are looking for from a huge list. The search and sort option in Marketing Plus makes it easy for you to arrange the list based on a criteria and find the project that you are looking for with ease. You can search for a project by name or location. The following are the default options available to sort Marketing Projects.
  1. Recently created: Displays the most recently created Marketing Project at the top.
  2. Project Name: Displays the marketing projects in an alphabetical order starting from A-Z.
  3. Launch Date
    1. Newest first: Sorts the projects based on launch date in descending order.
    2. Oldest first: Sorts the projects based on launch date in ascending order.
To sort Marketing Projects
  1. Go to Brand Studio and ensure Marketing Projects tab is selected.
  2. Click the sort icon and select an appropriate option.
To search for Marketing Projects
  1. Go to Brand Studio and ensure Marketing Projects tab is selected.
  2. Click the Search icon next to the Name and Location column to search for a Marketing Project. 

Deleting Marketing Projects

Marketing Projects can be directly deleted by the Project Owners, or the Administrators under the following conditions:
  1. When there are no activities or resources associated with it.
  2. When the project has only activities assigned to users, or the status is Not Started.
If activities are already created in a project and saved as a draft or launched already, you can raise a request to our support team and we can help deleting the project for you. Please note that we will not be able to delete your drafts or launched activities. Instead, we will dissociate them from the Marketing Project and then delete the Project along with the tasks, resources, and discussions. The dissociated activities can still be accessed in the respective modules. 

To delete a Marketing Project
  1. Go to Brand Studio and select a Marketing Project.
  2. Click More > Delete.

  3. Click Delete from the popup to confirm.

    Alternatively, if there are activities associated with the project, you can click Contact Support to get help deleting the project.

  4. Modify the content if necessary and click Submit.


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