Note: Campaigns is now a legacy feature. While Campaigns continues to work as described in this article, we recommend migrating to the new Workflows system for enhanced functionality.
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:
To automate and test campaigns in ProLine, you need to verify both individual steps and entire campaigns to ensure they run smoothly.
You can test each component of a campaign such as sending emails, texts, webhooks, push notifications, and using Zapier triggers.
Testing Individual Campaign Steps
Navigate to Campaign Steps: Go to the specific campaign you want to test. You will see various steps like sending emails, texts, webhooks, and notifications.
Select the Step to Test: Each step in your campaign can be tested individually. Choose a step such as sending an email or text.
Send Test Email/Text: Use the Send Test feature to send a test email or text to a test contact (not an actual customer). Ensure the contact has a valid email and phone number.
Example: Send Test > Choose Test Contact > Test
Test Webhooks: For webhooks, ensure the URL is correct and use the test option to send a webhook.
Example: Send Webhook > Webhook URL > Test
Check Push Notifications: Push notifications will be sent to the project assignee associated with the contact.
Example: Send Push Notification > Assignee
Zapier Triggers: These work similarly to webhooks but require a connected Zapier workflow.
Testing Entire Campaigns
Trigger the Campaign: Move a project to the campaign stage to initiate the entire campaign.
Example: Move Project > Creating Quote > Trigger Campaign
Manual Campaign Start: If a campaign has no trigger, start it manually for a specific contact.
Example: Select Contact > Start New Campaign > Select Campaign
Verify Campaign Steps: Monitor the campaign to ensure all steps execute in sequence. Check emails, texts, and other notifications as they occur.
Additional Testing Considerations
Non-Testable Integrations: Some integrations like DOPE360 or CompanyCam can't be tested individually. Test these by triggering the entire campaign.
Use Test Contacts: Always use test contacts for testing to avoid sending random messages to actual customers.
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.