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The "Send Email" Campaign Step

This guide shows you how to send automated email messages via campaigns in your ProLine account.

Ian Butler avatar
Written by Ian Butler
Updated over 6 months ago

Click the hamburger menu > Campaigns. Then, click Open Folder > Edit Campaign to open the campaign editor.

To add a text sending action:

  • Click the plus (+) button. You might have to scroll to find it, depending on your campaign’s length.

  • Click the dropdown arrow next to "Disabled" and select Send Email.

Write Your Message

  • Choose when you want the message to send.

  • Choose whether you want the email to come from the contact assignee or another team member.

  • Write your subject line and the body of the email.

  • Click Show Variables to view available variables, which will dynamically fill in information specific to each contact or project.

  • Select a variable to copy it to your clipboard and paste it into your text.

  • You can also type {{ to open a dropdown menu of variables.

  • If you need to attach files or media, Click Attach File and select the appropriate file from your device.

To see a test version of your text, click Save at the bottom and then click Send Test.

Support

If you encounter difficulties or have further questions, contact our support team through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.

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