Signals Overview

Edited

Signals are patterns of behavior and intent that PropFuel's Membership AI detects in your data.

As contacts interact with your campaigns, PropFuel identifies who shares similar behaviors – like showing positive intent to renew or disengaging after onboarding.

Patterns already exist in your data. With Signals, those patterns and the contacts that match are automatically surfaced without adding any extra work for your team. 

Signals are designed to help you categorize and tailor campaigns to individuals who share sentiment, not just demographics. You can seamlessly monitor and report on when contacts match certain signals, and use them as starting points for new segments.

Signals Home Page

The Signals home page, found by clicking Signals in the left navigation, is your central hub for managing signals. On this page, you will review and activate AI-recommended signals, view the signals already being tracked within a campaign or across your account, and monitor a particular signal's activity.

The Signal Profile

The Signals profile provides a detailed view of a single signal. Each signal captures a defined contact behavior (such as expressing referral intent) and surfaces the contacts who matched it, the segments it powers, and the configuration behind it.

Overview: Displays high-level performance metrics for the signal, including total all-time matches, matches in the last 30 days, the date of the last match, and when the Signal was created. It also shows the Option Selection criteria (the campaign, question, and answer options that trigger a match) and a "Matches Over Time" trend chart.

Matches: View every contact who has matched this signal and the exact date and time they matched. Add or remove data displayed in the table using the Manage Table Columns button or export the list.

Segments: Shows all segments that reference this signal in their filter rules, allowing users to see how the signal is being used downstream for audience targeting. New segments can also be created directly from this tab.

Settings: Edit the signal's name and description or archive the signal to stop tracking new matches.

Getting Started with Signals

Signals help you proactively identify members who may need attention – whether they're disengaged or at risk of not renewing.

Membership AI recommends signals based on your campaign's goals and content, so you can start tracking meaningful patterns without having to build them from scratch.

For example, if your campaign asks members "How comfortable are you with your progress?" and the goal is onboarding, Membership AI might suggest tracking anyone who selects a rating of 2 or below – a potential indicator of a struggling new member.

Signals are available in two places:

At the campaign level. Navigate to any campaign in your campaign editor and open the Membership AI tab. Here, Membership AI analyzes the design and content of your campaign to automatically detect its purpose and goal, then surfaces suggested signals relevant to that specific campaign.

At the organization level. Click Signals in the left navigation to see signals tracked across your entire organization. Any signal you activate at the campaign level will also appear here.

Understanding Signal Suggestions

Each suggestion includes a name, description, and source (the check-in question or combination of questions the signal is based on), along with two fields that define exactly what triggers a match:

Type categorizes the kind of contact response the signal is designed to detect. There are five types:

  • Multiple Responses: contact answered 2 or more questions in a campaign

  • Open-Ended Response: a text answer contains a keyword or matches a sentiment

  • Option Selection: contact selected a specific option on a question

  • Rating Selection: contact's rating meets a threshold (greater than, less than, or equal to a set value)

  • Unanswered Check-in: a check-in was sent but not answered by the contact after a set number of days

Threshold is the specific condition that defines a match. For example, a number of days without a response for an Unanswered Check-in signal, or one or more specific answer choices for an Option Selection signal.

Activating a Signal

To activate a signal, click Start Tracking on any recommended signal. 

Before creating the signal, you can customize its name, description, and even modify the exact criteria the signal is searching for:

Once you're satisfied with the configuration, click Create Signal

It’s important to note that signals cannot be edited after they are created. This ensures the integrity of your tracking data over time.

After creation, the signal will immediately perform a retrospective scan of existing contacts to identify anyone who already matches the criteria. From that point forward, it will continuously monitor for new matches.

If the match count shows zero after activation, that simply means no contacts have met the criteria yet, which is common for new campaigns. As members engage with the campaign, you'll see matches grow over time.

Once a signal is active, you can click into it to view its segment profile. Signals can also be used as criteria in the segment builder, making it easy to build targeted outreach or workflows around the members they identify.

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