Overview

Automated Workflows in BombBomb Engage help you scale personal video outreach by automating when and how your videos are sent. Admins create Automated Campaigns in which they assign videos to key moments in a workflow, ensuring the best available video (personal, team, or company) is always delivered.

Whether you're nurturing leads, onboarding customers, or re-engaging contacts, workflows ensure the right message reaches the right person at the right time.  

Who This Applies To

✅ Audience Type: Account Admin, Account Member (Conditional), Team Admin (Conditional) 
✅ Plan Type: Core + Copilot, Enterprise

Understand the Workflow Builder

Workflows include two key parts:

• Automated Campaigns: A series of videos that align with recurring moments (e.g. “Welcome,” “Application Received,” “Loan Approved”). These can be embedded in external workflows in Total Expert or Outreach.
• Assignments: Specific video tasks within campaigns that admins assign to teams. This helps ensure team members proactively create video content, especially for recurring journeys.

Admins can assign:

• Team-member-level videos: Preferred if a personal message exists
• Team-level fallback videos: If the user has no personal recording
• Company-level fallback videos: Final layer of support to ensure coverage

Copilot automatically checks for a team member-level video, and if there isn't one it plays the fallback video — ensuring the best possible video always gets sent.

Common Use Cases for Workflows

• Lead Nurturing: Send a welcome video, then follow up if no reply.

• Customer Onboarding: Deliver a series of helpful videos after signup.

• Re-engagement: Automatically check in with contacts who haven’t interacted.

Locate Automated Workflows

• In BombBomb Engage, click Automated Workflows.

🗣️ Note: If you do not see this tab, your plan may not include access. Contact your Admin or Customer Success Manager.

Monitor Workflow Performance

• Select the Member Adoption tab to see how many assignments each team member has completed.

🗣️ Note: Use this data to refine workflows and improve results.

FAQs / Common Issues

Q: Can I edit a workflow after it’s published?
A: Yes, you can edit a live workflow. However, changes may impact contacts currently moving through it. We recommend reviewing the workflow carefully before publishing any updates.

Q: Are there limits to how many workflows I can create?
A: No, there’s no limit to the number of workflows you can build. However, we recommend keeping them organized for easier management.