Note: Campaigns is being replaced by Workflows. Campaigns continues to work as described in this article, but ProLine is transitioning all accounts to the new Workflows system.
Workflows offers more flexibility and allows you to automate projects, jobs, and events simultaneously.
To learn about Workflows, see our guide: Workflows: Overview. To switch your account from Campaigns to Workflows, see our guide: Guide: How to Migrate from Campaigns to Workflows
In this article, we cover:
When managing campaigns in ProLine, using the "Tag Contact" campaign action allows you to automatically tag contacts as through your campaigns.
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 Contact" from the dropdown: This will switch the step to the Tag Contact type. Don't forget to save.
Customizing Contact Tags
Select Tags:
With Tag Contact selected, click into the Tags field.
A dropdown will appear, listing all available contact tags.
Set Contact Tags:
If the desired tags are not available, customize your contact tags at the company level.
To add multiple tags, click into the Tags field again and select additional tags.
Tag Types:
You can add multiple contact tags in the same step.
For different types of tags (e.g., project tags), use a different step.
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.