Project Setup

Overview

A project can be an individual app, website, or product. You can choose to combine multiple platforms, such as Android, iOS, Web, and so on, in a single project. Depending on your business goals, you can also have separate projects for each platform.

Create a Project

After you log on to the CleverTap platform for the first time, you can create a project. From the setup page, perform the following steps:

  1. Enter a Project name.
  2. Select the Business category from the dropdown.
  3. Define the Account Timezone.

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What Affects Timezones

Campaign delivery, Journeys, and scheduled data exports are based on timezones.

  1. Choose from the following platforms:
    • Android
    • iOS
    • Web
    • API
  2. Choose the platform of your app. Select Native for native Android and iOS apps. You can also select the other hybrid platforms for Android and iOS, such as:
  3. Click Create Project.
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Create a Test Project

CleverTap automatically creates a Test project for testing when you create a Live project. You can perform all your tests on this project before you actually roll out the changes. However, you also have the flexibility to create additional test projects within a Live project if needed.

To create a Test project:

  1. Navigate to Organization > Projects from the CleverTap dashboard.
  2. Click + Test Project.
  3. Enter Project name.
  4. Click Add.

The Test project is created on the Projects page.

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Permissions

To create a Live or Test project, you must have the Admin access.

Edit a Project Name

If you need to edit a project name later, the admin can do so, and it will not affect the project in any other way except for the name change. To modify a project name, perform the following steps:

  1. From the CleverTap dashboard, navigate to Settings > Project.
  2. Click the ellipsis icon next to the project name.
  3. Modify the project name.
  4. Click Save.
Change a Project Name

Change a Project Name

FAQs

Q. Can I download my Audit Logs?

A. Yes, an admin can filter and download audit logs based on user emails and actions. To filter or download the audit logs, navigate to Settings > Audit Logs.