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How do I create a project?

Learn how to create a project in Heepsy and get an overview of its five tabs.

Written by Sarah

What's inside a project

  • List — a spreadsheet-style view of every creator in the project. Scan, filter, compare, and send bulk outreach.

  • Board — a visual Kanban pipeline to move creators through your workflow stages.

  • Content — a media gallery of all creator content for the campaign. Add via URL, upload from your device, or auto-track.

  • Payments — track paid, owed, and scheduled creator payments.

  • Reports — an auto-generated, real-time campaign report covering output, reach, engagement, cost, efficiency, and conversions.

Create a project from the Projects section

  1. On the top of your list click on the "+ New project" button.

  2. Enter the name of the project (up to 70 characters).

  3. Click on the "Create project" button.

Your new project opens to the List tab and is ready to add creators.

Create a project from the Search

  1. Click on the "Add to project" icon on a chosen creator in search results.

  2. In the project dropdown, click "+ New project".

  3. Enter the name of the project.

  4. Click on the "Create project" button.

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