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How to Setup Automation / Workflows on Dubb?
How to Setup Automation / Workflows on Dubb?

Learn how to set up automation and workflows on Dubb with this step-by-step guide. Read the article for details.

Darius avatar
Written by Darius
Updated over 3 months ago

Follow these steps to send videos through an automated workflow using our platform:

Step 1: Create Your Email

  1. Create an Email for Automation: Select the email option in the Automation section. Emails from the Campaign section cannot be used in workflows.

  2. Customize Email: Enter a title, from name, to subject, and choose the video to include. Add any copy you want and place your email signature below the video placeholder.

    Why? Creating and customizing your email ensures it meets your communication needs and aligns with your branding.

Step 2: Create a Workflow

  1. Name and Set Trigger: Name your workflow and choose "Tag added" as the trigger type. This means the workflow starts when a tag is added to a contact.

  2. Set Conditions:

    • "Includes any of": Enroll contacts with any of the specified tags.

    • "Includes all of": Enroll contacts with all of the specified tags.

    Why? Setting triggers and conditions ensures that only the relevant contacts are targeted by your workflow.

Step 3: Build Workflow

  1. Add Actions:

    • "Send Campaign": Sends the email created in Step 1.

    • "Add Delay": Introduces a delay between actions.

    • "Add Tag": Adds a tag to contacts once this step is completed (note: use for different workflows).

    Why? Customizing actions allows you to control the sequence and timing of your workflow tasks.

Step 4: Launch Workflow

  1. Enable Triggers:

    • "Only trigger contacts once": Prevents re-enrollment of the same contact.

    • "Turn Workflow On": Activates the workflow. Ensure compliance with the NO SPAM policy before saving.

    Why? Proper activation prevents spam and ensures that workflows run as intended.

Step 5: Add Tags to Contacts

  1. Apply Tags: Select contacts and add the tag specified in your workflow setup.

    • Contacts with the tag will be enrolled and the workflow will execute.

    Why? Adding tags correctly ensures that the right contacts are included in your workflow and receive the intended communication.

By following these steps, you can efficiently send and track video messages using automated workflows, optimizing your email campaigns and ensuring effective communication with your contacts.

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