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.