In this article, we cover:
When working in ProLine, automating project creation within your campaigns can streamline your workflow and ensure consistency. This guide walks you through the process of setting up the "Create Project" action in the Campaign Builder.
How to Add a New Step to Your Campaign
Access the Campaign Editor: Navigate to:
Hamburger menu > Campaigns > Choose a campaign folder and click on Open Folder > Choose a campaign and click on Edit Campaign.
A campaign's stage triggers (gear icon) > View Campaign. Note: this might not be possible if the stage has no triggers or if the stage triggers have no campaigns.
Locate the Plus Button:
For a pre-built campaign, scroll to the bottom to find the + button.
For a new campaign, the + button will be at the top.
Click the Plus Button: Clicking the + button will add a new step. The new step will default to the disabled action.
Select "Create Project" from the dropdown: This will switch the step to the Create Project type. Don't forget to save.
Configuring the "Create Project" Action
Once the "Create Project" step is added, configure it as follows:
Delay and Timing: Set the delay and timing for when this step should occur in the campaign.
Main Contact Association: Ensure the contact is associated as the main contact. Automations in ProLine are only sent to the main contact of a project. If the contact is not the main contact, they won't receive automated messages as the project progresses.
Show Variables: This option allows you to see the variables that can be used in the project creation process.
Managing Contact Associations
When configuring the "Create Project" action, decide how to handle situations where a contact already has an open project:
Skip Step: If the contact already has an open project, you can choose to skip this step to avoid creating duplicate projects.
Create New Project: Alternatively, you can opt to create a new project even if one already exists. This will create a standalone project for the contact.
Setting Project Parameters
Customize the following parameters for the new project:
Location: Select the appropriate location for the project. If you have multiple locations, choose the correct one from the dropdown.
Stage: Set the initial stage for the new project.
Category and Type: Choose the category and type for the project. Defaults can be set at the company level but can be overridden here.
Services: Select the services associated with the project. Like category and type, defaults can be overridden.
Tags: Add relevant tags to the project.
Project Notes: Enter any notes that should be included in the project. This could include details like "created via campaign" or other pertinent information.
Saving and Applying the Configuration
Save Changes: After configuring the "Create Project" action, click Save.
Review Settings: Ensure that all settings are correctly applied and that the project creation logic aligns with your campaign goals.
By following these steps, you can automate the creation of projects in ProLine campaigns, ensuring that contacts are seamlessly integrated into your project management workflow.
Contact Support
If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.