Skip to main content

Project Settings

How do I set up a project in contentbird optimally?

S
Written by Sophia Siddig
Updated today

#Project #Settings #Strategy #Personas #Planning #Administration


Introduction

In contentbird, the project is the central working unit for your content team. The initial setup is handled together with you during onboarding – this article therefore serves as a reference for anyone looking to create additional projects or adjust existing settings.

With the project settings, you can strategically align your project and prepare it optimally for everyone involved – from communication goals and personas to integrations and social profiles.


Feature Overview

The project settings are divided into several sections, which you can access via Administration > Projects > [Project Name] > Settings.

Details

Here you store the basic project information: the project name and URL, the CMS being used, the default language, the target country, and a short project description.

Strategy

The strategy section is the heart of the project settings and is structured across two levels.

The first fields – Vision, Content Story, Communication Goal, Brand Promise, Prioritized Goal, and Guidelines – are designed to define the brand feel and overarching direction of the project. They give the team a shared framework and ensure a consistent understanding of the brand.

The remaining strategy fields – Personas, Customer Journey Phases, Content Goals, Call-to-Actions, Industries, and Products – are actively integrated into the AI Assistant. This means you can access these values directly on every content piece – for example, you can select a specific persona when creating content, and the AI Assistant will automatically take it into account.

Costs

Set up cost tracking for the project here.

Campaigns

Link ongoing or planned campaigns directly to the project.

Keywords

Store project-relevant keywords that are available directly during content creation.

Integrations

Connect external tools and systems at the project level.

Social Profiles

Assign the relevant social media channels to the project.


How to Use

  1. Go to Administration > Projects and select an existing project or click "Create Project"

  2. Navigate to the relevant tab (e.g. Strategy, Keywords etc.)

  3. Enter the relevant values and save your changes


Use Cases

Project Managers & Leads

primarily use the strategy settings to centrally store communication goals, personas, and the customer journey – giving the entire team constant access to the strategic direction and ensuring everyone works from a shared understanding.

Content Teams

benefit directly in their day-to-day work: stored personas, keywords, and guidelines are available when creating every content piece and automatically feed into the AI Assistant.

Admins

use the cost and integration settings to maintain an overview of budgets and technical connections.


Summary

Well-maintained project settings save time and ensure consistent teamwork. The more complete a project is set up, the more efficiently the entire content team can build on it – and the more precisely the AI Assistant can support daily content work.

Did this answer your question?