You’ve officially reached the seventh video in BombBomb’s Getting Started series!
Connecting with your audience takes a lot of time, but every now and then, time is something you just don’t have. BombBomb lets you create automations so you can still make these connections while maximizing your time.
For this video, we’ll show you how to get started with automations so you can send out emails automatically over time. This way, you can create campaigns or an email series that is targeted to those with whom you have relationships.
This short clip will explain how to start a new automation, editing set-up details, adding contacts or lists to new or ongoing automations, and starting, stopping, and pausing automations.
Click the play button above and let’s do this.
If you'd prefer to read, here's a step by step:
BombBomb lets you create automations, otherwise known as drip campaigns, for when you'd like to schedule emails to send out over time. To create an automation, you must first create the emails you'd like to insert into the automation.
When you're ready to build an automation, click on the Automations tab and then click the "New Automation" button.
In the upper left corner, type in a name for your Automation and then click the "Save" button. Now you can begin to add emails to your automation.
To start adding emails to your automation, click the "Add Email" button in the center of the screen.
You'll be shown all of the emails you currently have in your email library. Hover over the first email you'd like to have in your series, then click the "Choose" button.
Repeat this same step for as many emails as you'd like to add to your automation.
The next step is to designate the times that you want these emails to send after a contact has been added to the automation. Above the first email in the automation, click the "Edit" button next to the default time.
Select how much time you'd want to put between adding a contact and sending the first email, and then select what time you'd like the email to be sent. When finished, click the "Save" button.
Go through and do the same thing for the rest of the emails in your automation. You can click the "Edit" button above each of the emails to edit their respective send times. Once you're done, click "Save."
Now that you've created your automation, you'll want to add contacts to it. Click the dropdown arrow next to the "Start" button and click "Add Contacts."
You have the choice of adding an individual or adding a list of people to this automation. If you choose to add an entire list, the list must be created before setting up this automation.
From the "List" dropdown, select which list you'd like to add to this automation.
Select whether you want new contacts added to this list to go through the automation, or if you'd prefer to them leave off.
Check the box to certify that this list is not a purchased list, as we are a consent-based email platform. Then click "Send List Through."
Now that you've added your desired emails and contacts to this automation, click the "Start" button to begin the automation.
If you'd like to remove the list going through the automation, click the link for the pending contacts underneath the email the contact is currently waiting on. From here, you can click "Remove" next to the list to remove it from the automation.
If you go back to the Automations page, you'll see the details of the automation displayed. On the dropdown next to the "Edit" button on the automation, you'll see you can pause the automation to make edits, add contacts to the automation, duplicate the automation, add the automation to a group (if you have a team account), or delete the automation.
To make edits to your automation, click the "Pause and Edit" button.
At this point, you can click the dropdown next to any of the emails to make changes to the automation. You can edit the email, view its tracking statistics, export the tracking statistics into a .csv file, or delete the email from the automation.