How to Create a Project Group

How to Create a Project Group

Introduction

XTM Cloud offers grouping previously filtered projects, which makes accessing and managing multiple projects at once easier and much more effective.


Instructions

To create a project group, take the steps below:

  1. In XTM Cloud, go to Projects → Project list → Advanced search.

  2. Apply relevant criteria to filter specific segments and click Save as.

  1. A separate dialog window will pop up, where you need to fill in additional data:

  • Type → Project group;

  • Visible → Decide on the project group’s visibility;

  • Name → Name your project group;

  • Sort by → Choose your sorting criterium;

  • Sort order → Choose your sending order;

  • Decide whether or not you want to set this filter as a default one;

  1. Finally, click Save.

  1. Move on to the Project groups tab, to your newly created project group.

  1. By clicking on the project group, you can further manage the constituent projects in batch/