This article explains how to kick off a new project in Momenta, including how to request a new client collection or journey, set up the participant application, and access admin permissions. It also includes starter templates for scripting content into Momenta.
New Project Request Process
To start a new project—particularly if the client does not yet have a collection or participant app—submit a request via the official Smartsheet:
Once submitted:
- The Momenta support team will create the client collection if it doesn't exist
- The participant app will be set up (e.g.
https://clientname.btsmomenta.com
)
Region-specific Notes:
- Europe: A member of the Build Team will join your internal kickoff and fill out the form for you
- North America: A Momenta Advisor can fill it out after internal alignment
Additional Guidelines:
- Blank fields in the form will default to BTS branding (logo, colors, etc.)
- Existing collections will not be overwritten or updated unless specifically requested
- Admin roles like Content Author or JSM will be provisioned if included
- Most settings (except server, name, URL) can be adjusted later
- New collections are typically created within 2 business days
Requesting Admin Access Only
If you only need admin access to an existing client collection:
- Email momentasupport@bts.comand include:
- Your name and email
- The client collection name
Reminder: Client projects must be built in client collections only.
- BTS collection: Internal programs only
- Demo collection: Safe for demos, not for live participant data
Source Documents & Templates
If you're unsure how to structure content for a journey, here are three recommended templates to get started:
1. Momenta Journey Digital Outline (Excel)
- Helps organize the full journey flow: Stages → Modules → Activities
- Designed for collaboration between PL/Consultant and the Momenta builder
2. Momenta Script Template (Word)
- Best for SMEs already familiar with Momenta components
- Allows you to specify layout elements (e.g., 2-column, images, blocks)
3. Momenta Source Document (Word)
- Designed for newer consultants or SMEs with mostly text-based content
- Can be open-ended or include suggestions for layout, interactivity, etc.
- Tip: If you have a specific vision, be explicit — otherwise the builder will use best judgment
Feel free to adapt these or use your own scripting methods. These are simply helpful starting points.
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