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To improve efficiency and ensure tasks are assigned correctly, you can automate task creation within a campaign in ProLine. Follow these steps to set up automatic task assignment.
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.
Click the dropdown on the new step and select Create Task.
Set the task to be created every time a contact is added to a campaign.
Customizing Task Details and Timing
Task Name and Description:
Task Name: Use dynamic tags to personalize the task name. For example,
{{contact_fname}} added to Rehash.Description: Include detailed instructions using custom variables. For example,
Contact {{contact_fname}} from {{project_name}} started lead rehash, call within 24 hours.
Timing and Assignment:
Set when the task should be due. For example, choose to have it due immediately or within a certain number of days.
Assign the task to the appropriate contact automatically.
Additional Options:
Lock project stage until the task is completed, if necessary.
Ensure tasks are scheduled only during working hours, excluding weekends and holidays.
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.