Creating A New Project

A project contains all the information and materials that you have for a particular prelaunch or referral marketing campaign. All settings, the signup form, the referral page, campaign emails, users, reward options, analytics data and integrations are unique to each project. 

You can think of it like a room containing all the things and information you need to do work - and the whole house is your Prefinery account. 

Getting Started

When you first signup for a Prefinery account, you'll be greeted by our project wizard which walks you through creating a new project. 

If you are an existing Prefinery user and have already created at least one project before, you can create a new project by clicking the Add a Project button in the upper-right corner of your Prefinery projects-view dashboard page

Alternatively, from any project dashboard you can click on the name of the current project in the dashboard header and select Create a new project from the dropdown menu. 

Both actions will bring up the project wizard for existing accounts. 

Here are the project wizard steps in more detail:

  1. What Are You Promoting?
  2. Campaign Type
  3. Double Opt-in
  4. Email Sender Address
  5. Project Name and Website

1. What Are You Promoting?

The project wizards starts with asking you what you would like to promote. 

Prefinery will automatically optimize the project settings for this particular purpose. If you're unsure or would rather fine-tune the project settings later, you can do so by selecting Other

2. Campaign Type

Prefinery categorizes campaigns into two types - Pre-launch Waitlist Campaigns and General Referral Campaigns

Pre-launch Campaign - Select this if you're looking to launch (or gate access to) your product, service or business by first putting joining users in a waitlist. To move up the waitlist and be invited (or given access) by you either manually or automatically, users would refer other users into your campaign. Beta Management features are also enabled as explained more below. 

If you have chosen to run a Pre-launch Campaign, then: 

  • We use the term "Waitlist" in the account when referring to the list of users competing for most referrals. 
  • We enable the Beta Management features which includes additional statuses such as invited and rejected, and allows you to invite users. 
  • We add a sample Invitation email message to your list of Email Messages,
  • We show the Project Settings > Beta Management page, which allows additional features such as the Invite-a-Friend System to be enabled. 

General Campaign - Select this if you're simply looking to run a referral campaign where users earn rewards or reach milestones for referring other users to your campaign. 

If you went with a General Campaign, instead of the above we use the term "Leaderboard" in the account when referring to the list of users competing for most referrals. You can use Prefinery to run word-of-mouth referral campaigns for your product, post-launch. 

All General Campaign features are available in a Pre-launch Campaign. This allows you to continue using the same project post-launch if you want to continue with running a referral campaign on the same project. Though if you are certain you don't need a waitlist or the beta management features, and just wants to run a referral campaign, then we recommend that you select General Campaign. Prefinery automatically sets up project defaults like email messages and certain asset copies (which you can edit later) based to your chosen campaign type, saving you time from manually creating new emails or editing copies from scratch.

3. Double Opt-in

With Double Opt-In, your users will receive a Confirmation Email like the one below asking them to click a link and confirm that they wish to receive emails from you. 

Enabling Double Opt-in can improve your email deliverability, increase engagement with your users, and lead to better overall email marketing.  Prefinery recommends enabling Double Opt-in for your project. 

When enabled, the user will be first added to the unconfirmed status

Once they click the confirmation link in the email, they are moved to the applied status.

A pre-made  Opt-in Confirmation email message is already added for you with each new project, but you can always edit this at any time later after you finish the project wizard by navigating to Email > Messages from the dashboard sidebar menu, then clicking on the Action dropdown button for that particular message and selecting Edit. You can also create your own opt-in email message. Don't worry about this now as you will be able to make these changes later. 

4. Email Sender Address

Prefinery allows you to use your own custom email address so that your campaign emails will always be presented to come from you and not from Prefinery. 

In this step you will be asked to enter the From name and email address from which emails to your users will be sent. The email address must use a domain that you control (e.g. It is not possible to use shared domain addresses common with free mailbox services like a or a address. As such, you are required to use your business email address.

Verifying the domain ensures that your sent email arrives in your user's inbox. Additionally, emails signed by your own domain will look as if they've been sent directly from you, rather than delivered by Once your project has been created, you will be required to verify that you own this email address and domain.

Additionally, in order to comply with Anti-spam Requirements for Email, you must enter the physical address of your business.

5. Project Name and Website

The last step of the project wizard involves giving your project a name (usually the name of your product or software) as well as your website URL. 

We'll use this info to set the initial copy used in email messages and other components that your users will see, but you can change this info later if you need to.

The website will be used as your campaign's referral URL. For example, if you enter then your user's referral links will look like

What's next: After completing the project wizard, you may want to further customize your project

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