PropFuel Account Tour

Welcome to PropFuel! This guide will take you on a detailed tour of your account and its features, ensuring you can effectively manage your campaigns, contacts, and insights.

Upon logging into PropFuel, you will land on the Insights tab. This serves as the central hub for all account-wide activity.

• Displays an overview of engagement analytics.

• Defaults to the last 30 days of data but can be toggled to 60 or 90 days.

• Ideal for stakeholder meetings to report account-wide metrics.

• Total number of contacts reached.

• Engagement rates across all questions.

Note: Insights provide high-level overviews and may not be ideal for tracking specific campaigns.

The Contacts section is your PropFuel directory, listing all users brought into the system through campaigns or manual addition.

• Search for contacts using name or email address.

• View detailed contact records, including:

  • Campaign participation history.

    • Contact tags.

    • Data from your AMS (e.g., join date, expiration date, member type).

• Check message history and upcoming scheduled communications.

Lists allow you to segment contacts based on criteria from PropFuel or your AMS.

• Suppression Lists – Remove users from campaigns after completing a required action (e.g., membership renewal).

• Conversion Lists – Identify users who have successfully taken a desired action for reporting.

• Bubble-Up Lists – Highlight users requiring follow-up (e.g., users indicating intent to renew but have not completed the process).

Note: Your CSM will guide you through list creation and management during training.

Campaigns are where you will spend most of your time in PropFuel. Here, you can build, manage, and track engagement initiatives.

• Add new users by entering their name and email, then clicking Send Invite.

• Important: All users have full access (no permission levels), so only add necessary team members.

Templates streamline email and message creation. Templates are not assigned to campaigns until selected during campaign setup.

    Template Types:

• Email Templates – Used for sending emails containing questions and answer choices.

• Check-in Pages – Web pages for gathering additional responses based on answers.

• Thank You Pages – Landing pages displaying messages based on user responses.

    Best Practices:

• Maintain a template library with various branding options (e.g., generic, event-specific, executive-signed).

• Choose the appropriate template when setting up a campaign.

• Configure AI settings for tone and content references before use.

    Send Window

• Set a default send window for campaigns (modifiable before launch).

    Reminder Delay

• Reminders are identical follow-up emails sent to contacts who didn’t respond to the initial message.

• Configure the default reminder delay for your campaigns.

    Reply-To Email Address

• Set a default reply-to address (avoid using support@propfuel.com).

• Recommended: Use info@ or membership@ for better response management.

Manage integrations with external systems.

• Add new connectors via the Add Button and follow setup instructions.

• Consult your CSM for connector configurations.

Ensure your domain is correctly configured for sending emails. Follow setup instructions within this section.

Customize and manage data fields.

    Features:

• Default fields provided by PropFuel.

• Ability to add custom fields.

• Define field types (e.g., text, date, phone number).

• Set personalization defaults to prevent blank placeholders (e.g., "Hello, colleague" instead of a missing first name).

This guide provides an overview of your PropFuel account’s essential features. For further assistance, contact your Customer Success Manager (CSM).