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Understanding Projects

Projects are the containers that hold your email campaigns together. Whether you're planning a launch sequence, a weekly newsletter batch, or a single welcome email, a project is where it all lives.

What a project is

A project in Embellish groups related content together under a single umbrella. Inside a project, you'll find:

  • A name and description — so you know what the campaign is about at a glance

  • A status — to track where the project stands in your workflow

  • A project brief — the strategic context that informs every piece of content (and powers the AI)

  • Content pieces — the individual emails, SMS messages, and voicemail scripts you're creating

Think of a project as a folder with a brain. It doesn't just organize your content — it gives the AI the context it needs to generate content that fits this specific campaign, not just your brand in general.

When to create a project

Create a new project whenever you're starting a distinct campaign or group of related content. Some examples:

  • A 5-email welcome sequence for new subscribers

  • A product launch campaign (teaser, announcement, cart open, reminder, last chance)

  • This month's newsletters

  • A re-engagement series for cold subscribers

  • A single important email that deserves its own planning space

There's no wrong way to use projects. Some people create one per campaign. Others create one per month and drop all their emails in it. Use whatever structure keeps you organized.

The Projects page

Your Projects page is the home base of your workspace. It shows all your projects in a table with:

Column

What it shows

Name

The project name, with a preview of the description below it

Status

Current workflow status

Content

Icons showing how many emails, SMS messages, and voicemail scripts are inside

Created

When the project was created

Last Updated

When the project was last modified

Created By

Who created it

Projects are listed with the newest first. If a project is scheduled for deletion, you'll see a note in red below its name.

Who can work with projects

Action

Admin

Manager

Editor

Viewer

View projects

Yes

Yes

Yes

Yes

Create projects

Yes

Yes

Yes

Edit projects

Yes

Yes

Yes

Delete projects

Yes

Yes

Viewers can see projects but can't create, edit, or delete them. Editors can create and edit but can't delete.