When manually adding a contact or project to ProLine, you might want to start an automated campaign to ensure timely follow-ups and actions. This guide walks you through the process of initiating a campaign manually.
First, ensure the contact or project is added to ProLine. If you're unfamiliar with adding contacts or projects, refer to the ProLine help center for detailed instructions.
Starting a New Campaign
Navigate to the contact or project: Locate the contact or project in ProLine.
Initiate the campaign: Click on View Campaigns.
Click Start New Campaign: This will open the start campaign dialog.
Select the campaign folder: Choose the appropriate folder that contains your desired campaign. For instance, if you want to start a "Speed of Lead" campaign, select this folder.
Select the campaign: After selecting the folder, choose the specific campaign (e.g., Canvassing Leads).
Click Start: This will start the campaign.
Starting a New Campaign for Multiple Projects
Navigate to: hamburger menu (☰) > All Projects.
Filter: Filter your projects by stage, location, status, etc.
Show Projects: Once you have set the proper filters, click on the Show Projects button.
Bulk Edit: After clicking on Show Projects, you'll see a popup window with options to update your filtered projects. By default, leaving these fields empty will not make any changes to your projects.
Main Contact Campaign: Change this option to the desired campaign in order to start all projects on the selected campaign. Click Start to begin the process.
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.