In this article, we cover:
When you need to make changes to an automated message for a specific contact or project in ProLine, it's important to navigate through the system correctly. This guide provides step-by-step instructions for editing the content of automated emails and texts, ensuring your communications are personalized and relevant.
Editing Automated Messages
Navigate to the Project:
Click on the Project associated with the contact.
Select View Campaigns.
Select the Campaign:
Identify the campaign you wish to edit.
Locate the next step, which could be an email or text message.
Edit the Message:
Click Edit Email or Edit Message.
Make the desired changes to the message content. This can include updating the text, adding personalization, or changing the language to suit your needs.
Save the Changes:
Once you've made your edits, click Save.
A notification will appear confirming your changes.
Reverting Changes
If you need to revert any changes back to the original template:
Access Edit Mode:
Click on the message you edited.
Select Revert to Template to restore the original content.
Confirm Reversion:
Confirm that you want to revert to the original template. This action will undo all your changes.
Editing automated messages in ProLine allows for a high degree of customization, ensuring each communication step is tailored to the specific needs and interactions with your contacts.
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.