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How to Create Campaigns and Add Assignments

Kelsey ·

Overview

Automated Workflows is BombBomb's structured sales campaign system. It lets you build repeatable video outreach sequences—called Campaigns—and assign specific video tasks to your team members at each step of the process.

This article walks you through creating a Campaign and building the Assignments inside it.

 

Who This Applies To

Roles: Admins and Content Admins
Plans: Core + Copilot, Enterprise

Before You Begin

It helps to understand the three components of Automated Workflows before you start building:

  • Campaign — The overall sales sequence. Think of it as the plan: which videos get sent, when, and why. Example: "New Lead Nurture – 14 Days" or "Post-Demo Follow-Up."
  • Assignment — A single video task inside a Campaign. Each Assignment tells a specific team member exactly what video to record, who it's for, what to say, and when it needs to be sent.
  • Fallback Video — A pre-recorded backup video that sends automatically if the assigned team member doesn't record their own by the deadline. This guarantees the contact receives a video regardless of whether the rep follows through.

Step-by-Step Instructions

Step 1: Assign a Team to Your Campaign

Before creating a Campaign, you need to assign the Team that will be responsible for executing this Campaign. This determines which team members will receive Assignments and which team's fallback videos will be used.

  1. Select the Team from the dropdown.

A Campaign must have a Team assigned before Assignments can be created. If your organization uses multiple teams, you can create separate Campaigns for each team.

Step 2: Create a Campaign

  1. From the left navigation, click Automated Workflows.

 

  1. Select the Campaigns tab.

  2. Click Create Campaign in the upper right.

  3. Enter a clear, descriptive name for your Campaign. Use names that reflect the use case so your team understands the context at a glance. Good examples:

    • "New Lead Nurture – 14 Days"
    • "Post-Demo Follow-Up – 7 Days"
    • "Customer Onboarding – 30 Days"

  4. Click Create Campaign.

Step 3: Add Assignments to Your Campaign

Each Assignment represents one video touchpoint in your Campaign sequence. You'll build one Assignment for each video you want your team to send.

  1. Open your Campaign by clicking on it.

  2. Click Create Assignment.

  3. Complete the Assignment details across three tabs:

Create Tab (Required)

  • Team — Select which team this Assignment applies to.
  • Campaign — Confirm the correct Campaign is selected.
  • Assignment Name — Give this specific video task a clear name. Example: "Day 1 – Welcome Video" or "Day 7 – Case Study."
  • Suggested Script — Write the script you want your team member to use when recording. Be specific. The more guidance you provide, the more consistent and confident your team's recordings will be.
  • Deadline — Set how much time the team member has to record before the fallback video sends automatically.

Upload Tab (Optional but Recommended)

  • Fallback Video — Upload the backup video that sends automatically if the team member doesn't record by the deadline. This is what guarantees execution. Without a fallback, the Assignment will not send if the rep doesn't record.
  • Intro Video — An optional video that plays before the rep's recorded video.

Example Tab (Optional but Recommended)

  • Example Video — Upload a video showing your team what a great recording of this Assignment looks like. Use your best performer's video here. This removes the "I don't know what to say" barrier that prevents reps from recording.
  1. Click Add Assignment.

Repeat this process for each video touchpoint in your Campaign sequence.

Step 3: Connect to a CRM Integration (Optional)

Select your team in the top left corner of your Workspace.

If your team uses Outreach, Microsoft Dynamics 365, Total Expert, or HubSpot, you can connect your Assignments to trigger automatically when a contact reaches the right step in your CRM sequence.

To copy an Assignment link for your CRM:

  1. Go to Manage Team in the left navigation.
  2. Click Permissions and confirm the relevant integration is enabled.
  3. Return to Automated Workflows and open your Campaign.
  4. Select the Assignment you want to connect.
  5. Click Copy for [Integration Name] (Outreach, Total Expert, or HubSpot).
  6. Paste the copied link into the corresponding step in your CRM sequence.

When a contact reaches that step in your CRM, BombBomb will automatically create the Assignment for the assigned rep. If the rep records, their personalized video sends. If they don't record by the deadline, the fallback video sends automatically—and your CRM sequence continues.

How It Works After Setup

Once your Campaign is built and Assignments are active:

  • With a CRM integration: Your CRM sequence triggers each Assignment automatically at the right moment. No manual action required from admins or reps to initiate.
  • Without a CRM integration: Reps manually start the Campaign for each new contact by selecting the Campaign, entering the contact's information, and clicking Start. Once started, Assignments appear in the rep's dashboard on the schedule you set.

In both cases, once an Assignment is active:

  • The rep sees exactly who the video is for, the suggested script, the example video, and the deadline.
  • If the rep records their own video, it sends immediately upon completion.
  • If the rep doesn't record by the deadline, the fallback video sends automatically on the rep's behalf.

Tips for Building Effective Campaigns

  • Name Assignments by day and purpose. "Day 1 – Welcome" is clearer than "Intro Video."
  • Always upload a fallback video. Without one, contacts won't receive a video if the rep doesn't record. The fallback is what makes execution guaranteed.
  • Use the Example tab. Reps who can see what good looks like record faster and with more confidence.
  • Write scripts like you're talking to the rep, not at them. "Hey [First Name], start by thanking them for downloading the guide and ask what brought them in" is more useful than "Introduce yourself and mention the guide."


 

 

Automated Workflows