Managing contacts within your PropFuel campaigns is easy once you know the different options available. Whether you want to add or remove a single contact or automate the process using your AMS or email platform, this guide walks you through each method.

This method is best for quickly updating one or two individual contacts.

1. Navigate to the Contacts tab.

2. Use the search bar to find the contact by name or email.

3. Click the Add to Campaign button underneath the contact’s name.

4. Select the campaign you want to add them to.

1. Go to the Campaigns section under the contact’s name.

2. Click the X next to the campaign name from which you want them removed.

Note: This method is not ideal for handling large numbers of contacts.

Perfect for bulk adding or removing contacts from a campaign.

1. Go to your desired Campaign and click on the Enrolled Contacts tab.

2. Click the Upload Contacts button.

3. Select and upload your CSV file.

4. Match the columns in your CSV with the appropriate PropFuel fields.

5. Review the import preview to ensure everything looks right.

6. Choose whether you want to Add to Campaign or Remove from Campaign.

7. Complete the import by clicking “Import Contacts”.

Tip: Make sure your CSV is formatted correctly with a header row (no duplicates) and only the data you need to import before uploading to avoid errors.

If you have a connector (like to your AMS or email marketing platform), you can set up automated workflows to manage campaign enrollment.

Don’t have a connector set up yet? Check out our help article on Setting Up a Connector.

1. Navigate to your Campaign and click the Workflows tab.

2. Click Create New Workflow.

3. In the workflow builder:

   • Click Add Trigger.

     • Select your connector and define your criteria (e.g., job title, membership status, expiration date).

     • Click Add Action and choose to Add to Campaign or Remove from Campaign.

4. Once configured, toggle the workflow ON to begin syncing.

Important: Connector workflows only process a contact once based on the set criteria. They are not repeated processes.

• Contacts may take some time to appear under Enrolled Contacts due to the synchronization between systems.

• The same delay applies when removing contacts via connector workflows.

By using these methods, you can efficiently manage your campaign audiences with as much manual control or automation as you need.

Another way you can add contacts to a campaign is to create a List in PropFuel and then fire an action to add them to the campaign. This is a quick and easy way to add contacts if you already have them in your PropFuel directory, however it's a one-time action to add them. It will not be a dynamic connection that continually adds contacts to the campaign. If you want to continually add contacts to a campaign, you will want to use a Contact Workflow as described above.

Once your list is created and ready to be added to your campaign, you will click the down arrow next to the Edit Filters button and click Fire Action. You will then click Add to Campaign on the pop-up and select the campaign. You can then navigate to your campaign to confirm that contacts are enrolling. Large lists will take time to populate into the campaign.

Suppression lists are a list of people you do not want to be active in a particular campaign on a continuous basis. Learn more about Suppression Lists.

Need to make changes to your campaign questions after launch? Whether you're running a scheduled or sequence campaign, there are a few important things to know about what can and can't be edited, and how to do it safely.

If your campaign is scheduled but the email hasn’t gone out yet, you can easily make edits.

• Change the Date:
  Click the calendar icon next to a question to reschedule it. This also allows you to reorder the sequence by assigning different dates.

• Edit the Question:
  Click the pencil icon to make edits to the existing question.
  ⚠️ Avoid clicking the blue “Change” button unless you want to replace the entire question—it will reset any linked workflows and templates.

• Add a Check-In:
  Click the Add Check-In button to insert a new email in your campaign.

Once a scheduled question has been delivered to inboxes, it cannot be changed. However, you can still edit workflows associated with that question.

1. Go to the History tab.

2. Find the sent question.

3. Click the gear icon in the corner of the question box.

4. Select View/Edit Workflows to modify your automation rules.

Reminder: Always test your campaign thoroughly before going live to avoid mistakes.

• Reorder your questions using the two-arrow icon — simply drag and drop.

• Click the pencil icon to edit questions directly.

• Edit workflows before activating the campaign.

Once live, the question order is locked.

• To make structural changes:

  1. Make a copy of the campaign (this puts it back into draft mode).

     • Make your changes and relaunch the campaign.
       
       

• For smaller edits:

  • Use the pencil icon to edit the question content.

    • Update the workflows as needed.

⚠️ Important: If responses have already been collected for a question and you edit it significantly, that question will detach from the main sequence in the History tab.

• Detached questions will appear at the bottom of the History tab.

• They will still contain all original responses.

• When exporting campaign results as a PDF, the detached question will be listed separately at the end.

This separation occurs because the edited version is considered a new question, and PropFuel keeps the original intact for response tracking.

Always test your campaign thoroughly before launching to minimize changes post-launch.

If you're unsure about making changes, or need help navigating workflows, don’t hesitate to reach out to your Customer Success Manager (CSM).