Overview

This article guides users through creating a new Campaign and add Assignments within BombBomb Engage's Automated Workflows. Campaigns allow users to send targeted video email sequences, helping streamline outreach and improve engagement rates.

 

Who This Applies To

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

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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.

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Step-by-Step Instructions

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Access the Automated Workflows Page

• From the Engage dashboard, click Automated Workflows in the left navigation.

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Create Campaign

• Click the Create Campaign button on the far right.

🗣️ Note: Only Admins or Team Admins can create Campaigns.

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Name Your Campaign

• Enter a unique name for your Campaign that clearly describes its purpose

• Click Create Campaign.

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Add Assignments to Your Campaign

• Open the Campaign folder.

• Click the Create Assignment button.

• Adjust the Assignment options:

  • Create tab.

• • • Ensure you've selected the correct Team and Campaign.
    • Make an Assignment Name (required).
    • Add a Suggested Script for your users (required).
    • Upload tab (optional).

• • • Add an Intro video or a Fallback video.
    • Example tab (optional).

• • • Add an Example video to help your team create their own.

    • Click Add Assignment.

    • You can view the new Assignment in the Campaign folder.

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