Using Prop.ai for Campaign Management

Prop.ai

1. 1. Type "Your campaign name"

   

2. 2. Click on Download example file.

   

Docs

1. 3. Click on Sheets

   

2. 4. Click on Blank spreadsheet

   

3. 5. Click on file-> import

   We're going to import the example csv to use as you learn the product.

   

4. 6. Click on Upload

   

5. 7. Click on Import data

   

6. 8. Make sure your data has these three EXACT column names.

   Make sure you use street address. Do NOT include city or state. Do NOT make new columns.

   

7. 9. For now, type in only 1 or 2 numbers for John and Jane Doe (e.g. your own and a family member). Click 'File,' 'Download,' and select 'CSV.'

   Eventually, you'll paste in your own leads here. It's fine if your phone numbers have different formats like (555) 555 - 1234. When you run for real, double check to make sure you have the client's first name in there. If it's first and last name that's okay. (Last, first is not great).

   Make sure your addresses are JUST street address (no city, state, and zip). Then click File, 'Download,' and select 'CSV.'

   

Prop.ai

1. 10. Go back to your Prop AI tab and click Choose File.

   Select your formatted CSV file.

   

2. 11. Click on Upload.

   

3. 12. You will get redirected to your campaign in a second.

   It won't seem like anything has happened at first. Press refresh.

4. 13. Click on Run Campaign.

   Don't worry: it won't call everyone right away!

   

5. 14. Enter the name of the human following up on these calls.

   

6. 15. Type a company name for the AI to refer to you by.

   This can be whatever you want.

   

7. 16. Add some advice!

   IMPORTANT: Your calls will not work if your advice includes the following banned words:

   "scam" "shooter" "phishing" "ransom"

   “wire” “venmo” “PayPal” “CashApp” “Zelle”

   "bitcoin" "ethereum" "tether" "binance" "solana" "coin"

   

8. 17. Type your own phone number

   

9. 18. Click on Test Campaign.

   During high volume times, it may take up to 2 minutes to call you.

   

10. 19. Update the advice for AI based on your test call.

    

11. 20. Check out what happens when we click 'Run Campaign'! ↓

    When you're ready, you'll repeat these steps with your own leads.

    

12. 21. Wait for the numbers to start increasing.

    Try clicking on the different metric boxes.

    

13. 22. Click on Total Calls.

    

14. 23. Watch your numbers climb as data rolls in.

    

15. 24. Click on rows for transcripts and detailed summaries.

    

16. 25. Cool, right?

    

17. 26. Check out your Conversions!

    The magic box is on the right.

    A conversion is anyone the program thinks might want a follow-up call about their home.

    

18. 27. Read the transcripts and make deals!