Working with projects

With Foleon, every Doc you create is part of a project — making it one of the essential components of our platform. In this article, we’ll talk about how you manage projects and their settings.

About projects

With Foleon, every Foleon Doc you create is part of a project. Each project has its own settings: a hostname, Google Analytics code, and default logos. These settings apply to every Foleon Doc within a project.

See how projects fit into the Foleon account structure.

On your dashboard, you’ll find a button for your projects on the left sidebar.

In the Project overview, you can create a new project (1), select a project you want to work in (2), go to the project settings (3), Create a new Foleon Doc (4), and manage existing Docs (5). You can check who created a project and when (6). 

All project settings explained

Once you’ve selected a project from the list, you can change its settings via the button project settings.

Let’s dive into what the different project settings mean and what they can do.

• Project name: The project name is only visible in our platform to help you stay organized. Changing the Project name doesn't affect the live URL of your published Doc. 

• Project alias: The project alias is used in preview URLs. If you’re not using your own root domain or subdomain, it is also in published URLs. Changing the Project alias will affect the live URL of your Doc.

  ⚠️ Make sure that the project alias is unique. Having multiple projects with the same alias will lead to issues with your preview. 

• The hostname: By default, your Foleon Docs will be visible on: 
  https://account-alias.foleon.com/project-alias/foleondoc-alias/page-alias

  Read more about the hostname in our article: Hosting Foleon Docs.

• Google Analytics code: Our platform offers built-in Foleon Analytics that gives you access to the most important performance metrics on your content. However, if you’re looking for more detailed data, you can also choose to keep track of your performance with Google Analytics by inserting your Google Analytics tracking ID.
  
  Read more about Google Analytics in our article: Connecting Google Analytics to your Foleon Docs.

• Connecting your Docs to your marketing automation platform: Here you can set up a connection between your Foleon Docs and your marketing automation platform. We offer a connection with HubSpot, Marketo, Salesforce Pardot, and Eloqua. Please note that these features are only available for select Foleon plans. Contact your Customer Success Manager if you are interested in upgrading your current plan.

  Read more about
  - Tracking Foleon Doc engagement in HubSpot
  - Tracking Foleon Doc engagement with Marketo
  - Tracking Foleon Doc engagement with Salesforce Pardot
  - Tracking Foleon Doc engagement with Eloqua

Deleting a project

When you scroll down in the project settings via your dashboard, you see a button to delete the project. Be aware that this deletes the project and all Foleon Docs within that project.

It’s important to realize that when you delete a project, all Foleon Docs in that project (including all form submissions and Foleon Doc metrics) will also be deleted. These will no longer be accessible in the editor or on their respective (preview or published) URLs. Deleting a project or a Foleon Doc cannot be undone.

Moving a Foleon Doc to another project

If you want to move a Foleon Doc from one project to another, you can do that by clicking the 3 dots located on the Doc. From there, the option 'Move to other project' will appear. You can choose the new project from the drop-down menu and select Move.

The Quick Actions menu (3 little dots)

The Foleon Doc Quick Actions (3 little dots), also known as the "Kebab" menu, offers different ways of interacting with your content. Read all about it in this article.