PropFuel Naming Conventions

Keeping your PropFuel instance organized saves time, reduces confusion, and makes managing campaigns easier as your account grows. While there's flexibility in how you name assets, the conventions below reflect what we've consistently seen work well across client accounts and internal builds.

Following these naming conventions will help you:

• Quickly locate campaigns, segments, and redirect pages

• Prevent confusion or duplication across your team

• Clearly identify when campaigns need to be refreshed or archived

Some PropFuel campaigns should be copied and refreshed annually, such as renewal and lapsed campaigns. Including the year and campaign run dates in the title makes it easy to know when it's time to copy and resend to your contacts.

Recommendation: Include the campaign type, year, and timeframe.

Example: 2025 Renewal Campaign (January 2025 – December 2025)

This makes it clear when the campaign was active and helps avoid confusion when copying and managing older versions.

Web/External pages appear alongside your other campaigns in your campaigns list. You can always filter by campaign type, but you can also use naming to tell them apart at a quick glance.

Recommendation: Add an "x -" to the beginning of the page name to indicate it's a Web/External (branch) question, and include the associated campaign and question.

Example: x - 2025 Renewal Campaign (January 2025 – December 2025) – Is something holding you back?

Or

x - 2025 Renewal Campaign (January 2025 – December 2025) – Not renewing

SMS campaigns appear alongside all other campaigns in your campaigns list. You can always filter by campaign type, but you can also use naming to tell them apart at a quick glance.

Recommendation: Add "SMS - " to the beginning of the campaign name to indicate it's an SMS campaign.

Example: SMS - 2025 Renewal Campaign (January 2025 – December 2025)

Sometimes you'll want to test a workflow or experiment with a campaign setup before going live. Creating a test version is a great idea—just make sure it's labeled clearly.

Recommendation: Use "ZZZ test" at the beginning of the campaign name so you can easily find (and later archive) it.

Example: ZZZ test – 2025 Renewal Campaign Workflows

This keeps test campaigns separate from active ones.

Web Engagement campaigns live in a separate area from your other campaigns. You may have a page view (the main web engagement campaign) and branch questions (follow-up questions from the main campaign).

Recommendation: For branch questions, clearly indicate they are redirects or branches by adding "Redirect:" or "Branch:" to the beginning of the name.

Examples:

• Redirect: Join Now

• Branch: Join Now

This naming convention makes it easy to identify follow-up questions and understand the campaign flow at a glance.

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.

When creating custom signals or reviewing AI-detected signals, clear naming helps your team quickly understand what behavior pattern the signal represents.

Recommendation: Name signals descriptively to reflect the behavior or intent being detected.

Examples:

• Super Engaged Prospect

• At Risk for Lapse

• Positive Renewal Intent

• Disengaged After Onboarding

• Event Registration Interest

Clear signal names make it easier to build segments, report on trends, and communicate insights across your team.

Tags help keep your PropFuel campaigns and segments organized by grouping similar items together. Using consistent tags makes it easy to filter and find what you need.

By Campaign Type such as New Member Onboarding, Year 2+, Renewals, SMS, 2026 Annual Meeting

By Department/Team such as membership, marketing, IT

For Segment Tags name based on tag usage such as conversion, new members, renewals

Consistency is key—choose a system that works for your team and stick with it to make searching and filtering easier over time. Using aligned tags across both campaigns and segments makes filtering and reporting much more efficient.