In this article, we cover:
This tutorial covers how to use the "Tag Project" campaign action in ProLine to automatically tag a project as the main contact moves through a campaign. This feature helps reduce manual work by automating the tagging process.
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 "Tag Project" from the dropdown: This will switch the step to the Tag Project type. Don't forget to save.
Managing Available Tags for Projects
To use specific tags for the "Tag Project" action, ensure they are set to be allowed at the company level:
Navigate to hamburger menu > Company Settings > Projects > Tags.
Enable the tags you want to use in the campaign.
Key Considerations
The Tag Project action replicates manual tagging done at the project details page.
Ensure the tags you want to use are enabled at the company level to appear in the Tag Project action.
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.