PropFuel On-Demand Training | Module 4: Building a Campaign

EXPECTED TIME: 80 minutes

In this module, we will explore the different tabs in your campaign page—Design, History, Workflows, and Settings. You will discover that campaigns are made up of individual check-ins, and we will guide you through the three parts to building a check-in.

• Lesson 1: Campaign Tabs (10 minutes)

• Lesson 2: Wait! What’s a check-in? (2 minutes)

• Lesson 3: Three parts of a check-in (10 minutes)

• Lesson 4: Creating a question and answer choices (20 minutes)

• Lesson 5: Creating Workflows (20 minutes)

• Lesson 6: Editing Templates (20 minutes)

Pro Tip: Open your PropFuel account and follow along with each lesson in real time. You can pause and rewind the lessons as many times as you need. 

In this lesson we will explore each of the tabs at the top of your campaign page—Design, History, Workflows, and Settings. 

• You’re all caught up. Nothing to do here. 

• Campaign settings helpdesk article.

In this lesson, you will learn that campaigns are made up of individual check-ins. We will discuss some general rules of thumb for how many check-ins to include in a campaign based on your campaign type.

In this lesson, we will explore the three parts of every check-in—questions, workflows and templates.

In this lesson, we will guide you in creating your first question and answer choices. We will talk through some best practices for questions and answer choices as well as question types depending on use case. 

• Think through the first campaign you’d like to build. Unsure? Check out the campaign guides for ideas.

• Once you’ve chosen your campaign, write down some questions you’d like to ask and keep it handy so you can refer to it when you start building during the lesson.

• PropFuel Campaign Guides

• PropFuel Question Guide

• Planning a PropFuel Campaign

• Open the campaign you created in Module 3 titled “Campaign 1” and build out a question and answer choices. Save.

In this lesson, we will guide you in creating your workflows—the automated actions taken when someone answers a certain way—for each of the answer choices you created in your previous lesson. We will also share tips for deciding which workflow actions to choose based on use-case. You will walk away with an understanding of the different workflows possible in PropFuel and how to build them. 

• Review the workflow actions possible in PropFuel here.   

• Think through and write down what actions you might take for each of the answer choices you created in the previous lesson. 

Pro Tip:  If you’re having trouble thinking of an action to take, imagine you are in person having a one-on-one conversation and the person answered in that particular way. What would you do? What would you say?

• Types of Workflow Actions in PropFuel

• Branch Questions

• PropFuel Campaign Guides

• PropFuel Question Guide

• Planning a PropFuel Campaign

• Open the campaign you created in Module 3 titled “Campaign 1” and build out a workflow trigger and at least one action for every answer choice.  

• Challenge: use the “redirect to another question” action to branch people off to another question if they answer the question a certain way. The second Lesson Document above will help with this challenge.

In this lesson, you will learn how to pull templates from your Global Template Library into your campaign/check-ins. We will review the different template types—email, check-in, and thank you page—and when to use each. 

• Gather any artwork you’d like included in this campaign, such as email headers and button colors (HEX code) and make sure you have them saved on your desktop.    

Pro Tip:  If you’re having trouble thinking of an action to take, imagine you are in person having a one-on-one conversation and the person answered in that particular way. What would you do? What would you say?

• Using Templates

• In the campaign you created in Module 3, titled “Campaign 1,” select and edit an email template and thank you page template. 

• If you’ve created any web/external campaign to house your branch questions, make sure to also pull in and edit check-in page templates and thank you page templates there.