Accessing the Campaign View/Editor
To begin, navigate to the specific job you are wanting to make edits for:
Click the project to expand the menu options
5th option down will be View Campaigns
Click on it to view your options for editing the current campaign.
Understanding the Campaign Interface
Once you’ve clicked View Campaigns, a new window will open showing campaign information. Here's what you'll see:
Campaign Title: This tells you which campaign is currently running.
Contact's Name: At the top, you’ll see who the campaign belongs to, also known as the main contact.
Next Step Timing: You’ll see exactly when the next step is scheduled to run.
Next Contacted Person: Identifies which contact will receive the next step.
Pause/Play Button: You can click this button at any time to pause or resume the contact’s campaign. It also serves as a clear status indicator, showing whether the campaign is currently active or paused.
Email: The upcoming email that will be going out to contact. You also have the following options:
Edit Email
Show Full Email
Message: The upcoming text message that will be going out to contact. You also have the following options:
Edit Message
Show Full Message
View Full Campaign: Click to view all campaign steps in sequence.
Start New Campaign: Should the current one no longer be needed, you can change to a new campaign at any time manually.
Campaign Controls and Actions
You also have several actions available for you to use when needing to change the pre-set flow of current campaigns:
New Date: Modify when a particular step is set to run.
New Date: Modify when a particular step is set to run.
What is the “New Date” Option
This is an option that allows you the user to go into any campaign and change the date of an upcoming automation.
When would you use this feature?
Example: A contact lets you know they are still interested in your services but will be out of town until a certain date; rather than letting the automations go like normal based on their configuration you can edit to have the next step be when they are back in town.
Accessing the Campaign Editor
To begin, navigate to the specific job you are wanting to make edits for:
Click the project to expand the menu options
5th option down will be View Campaigns
Click on it to view your options for editing the current campaign.
Changing the Date for a Campaign Step
Let’s walk through the process using a real example.
Say you're working with one of your contacts; if you access their campaign editor, you’ll see the currently scheduled step at the top of the pop-up, for instance:
Scheduled Date: June 27th at 2:00 PM
To change this:
Click the New Date button.
A date picker will appear, allowing you to select a different date (ex: June 26th).
Hit Change to confirm the update.
Immediately, the campaign pop-up will reflect the revised schedule and you’re good to go!
*Please note that ‘today’ or a date in the past may not be selected.’
Change Step: Change the Step in the Campaign of the main contact on the project
Change Step: Change the Step in the Campaign of the main contact on the project
Why Change a Campaign Step?
Consider a scenario where you're handling an appointment-based campaign. Suppose automation is scheduled to send out a confirmation message, but you've already been in contact with the homeowner or maybe even confirmed the appointment during a phone call. Sending another automated message could be redundant and even confusing.
When working with automated campaigns, there may be situations where you want to prevent the next step from going out to a contact, especially if you've already communicated with them directly.
For example:
You've spoken to a homeowner, Norman Osmond, earlier in the day.
Automation is scheduled to send a "1-hour out" reminder (Step 7 in the campaign).
Since you've already confirmed verbally, would you prefer a later reminder?
Changing the next campaign step is a quick and effective solution in such cases.
Changing the Campaign Step
Access the Campaign
Click on the project and go to the 5th option on the dropdown: View Campaign
Click Change Step
Find and click the Change Step button.
Select the New Step
Choose the step you'd prefer. In our example, if Step 7 is "1 hour before appointment," you might switch it to a "day-of reminder" instead.
Pick the appropriate step based on how and when you'd like to resume communication.
Confirm the Change
After selecting the new step, confirm the change by clicking the Change button.
The campaign will update automatically, and the Next Run Date/Time at the top of the campaign screen will reflect this change.
Important Notes
Flexibility: You're not locked into a fixed sequence. Campaigns allow for flexible step changes at any point.
Real-World Usage: Use this feature when you've already had meaningful contact with the lead and don't want automation to duplicate efforts.
Avoiding Confusion: Manually adjusting steps keeps the communication seamless and ensures you don't overwhelm or confuse the contact.
Pause or Stop Campaign: Halt the campaign temporarily or permanently.
Pause or Stop Campaign: Halt the campaign temporarily or permanently.
If you want to pause a contact in a campaign (for instance, if they shouldn’t be receiving messages or updates at the moment), there are two simple ways to do it:
1. Top-Level Pause Button
Go to the top section of the campaign management pop-up.
Click the Pause button.
This will immediately freeze the contact’s activity in the campaign at time of pause.
2. Bottom-Left Pause Toggle
Scroll to the bottom-left corner of the campaign screen.
Click the Pause toggle there.
This action is functionally identical to the top-level pause; it will freeze all campaign actions for the contact.
Both pause buttons serve the same purpose, so use whichever is most convenient.
Helpful Tip: When pausing don’t forget to put a task on the job for you to restart the campaign at a later date so this contact doesn’t get forgotten about!
Resuming the Campaign
When you are ready to start the campaign again, simply click one of the two options listed above and your campaign will recalculate the next step date/time. Starting the campaign does not change the next step, only picks up where you paused it.
Stopping the Campaign
In cases where the contact should no longer be part of the campaign at all (ex: if they've chosen a different company or are no longer interested), you can fully stop the campaign for that contact:
Click the Stop button within the campaign management pop-up.
This action removes the contact entirely from the campaign flow. Use this only if they should no longer receive any follow-up actions.
Opt-In/Opt-Out: Change the contact’s subscription status.
Opt-In/Opt-Out: Change the contact’s subscription status.
What is Opt In/Out
Opting out will prevent the contact from receiving specific types of communication
Opting in will allow the contact to receive specific types of communication
To see the full breakdown of how ProLine handles Opt In/Out throughout the system, click here.
Accessing the Campaign Editor
To begin, navigate to the specific job you are wanting to make edits for:
Click the project to expand the menu options
5th option down will be View Campaigns
Click on it to view your options for editing the current campaign.
Opt In/Out Preferences
Once you're in the Campaign Editor:
Click into the Opt In/Out button on the right side.
You will now see several opt-in/opt-out controls, allowing you to:
Opt out of all automated messages sent by the campaign.
Unsubscribe from automated SMS communications only.
Unsubscribe from automated email communications only.
Click Save to apply the updates.
Or click Close if you decide to leave the settings unchanged.
IMPORTANT NOTE: These actions are ONLY reversible if you opted the contact out yourself. If a contact opted out or unsubscribed themselves, you cannot re-subscribe them at all. See below for more details:
Opted-Out of SMS/Phone Communication: Unless this contact texts you from their number with the word “START” or “UNSTOP” they will not receive any text messages you send or calls you place to them. You will still receive text messages and calls from them.
Opted-Out of Email Communication: Unless the contact clicks “resubscribe” from one of your unsubscribe links, they will no longer receive any emails you send them via ProLine. You can still manually exchange emails with them via your regular email account.
This ensures that your campaigns remain compliant with communication preferences.
Run Now: Manually trigger the next step immediately.
Run Now: Manually trigger the next step immediately.
What is "Run Now"
This is the option within a project's current campaign to override the scheduled delays that are pre-set. This is an immediate action, NOT a rescheduling action.
When to Use "Run Now"
While some campaigns, like appointment reminders, are best left to their scheduled timing, others benefit from more immediate execution. Some examples are:
Speed-to-Lead
Quote Follow-Up
Long-Term Nurture
Rehash Campaigns
For these examples, manually triggering the next step could improve response rates and outcomes.
Accessing the Campaign Editor
To begin, navigate to the specific job you are wanting to make edits for:
Click the project to expand the menu options
5th option down will be View Campaigns
Click on it to view your options for editing the current campaign.
Using the “Run Now” Option
Click Run Now
Confirm the Override:
A confirmation pop-up will appear asking if you want to skip the scheduled delay.
Click Run to proceed.
What Happens Next:
The system recalculates the next step’s date and time to be immediate. (Located at the top of campaign management pop-up)
If the subsequent step doesn’t include a delay, it will also be sent or executed right away.
Important Notes
This feature gives you full control over automation timing, use it wisely to improve campaign effectiveness.
Skipping delays should be a strategic decision, especially when manual follow-up provides a higher likelihood of conversion.
When There Is No Campaign
If you select a project and the main contact is not enrolled in a campaign, you’ll see a message indicating that no campaign exists.
From the same screen, you can then choose the button Start a new campaign and you will be prompted to choose a folder of campaigns, then choose the specific campaign you want to start for this contact.
Final Thoughts
ProLine’s campaign management interface makes it easy to stay informed about each contact’s engagement journey. Whether you need to check on a follow-up, make verbiage tweaks, or start a new campaign, you can do it all by just viewing each project's campaign.