Pipelines: How to Use Shared Pipelines in Bonzo

Shared pipelines in Bonzo are created at an organizational or super user level and shared across multiple teams. This ensures consistent processes and messaging while still allowing teams to customize as needed.

Creating a Shared Pipeline

To create a shared pipeline as a Super User:

1. Log in to your Super User account.
2. Navigate to the Content section in the left-hand sidebar.
3. Click on Pipelines and then select the Shared tab.
4. Click Create Shared Pipeline.

Examples of Shared Pipeline Use Cases

• Company-wide LOS integrations that need to be shared across multiple teams.
• Common pipeline workflows.

Configuring the Pipeline

When creating a shared pipeline, the Super User can:

• Name the pipeline.
• Design pipeline stages and events using Bonzo templates or create them from scratch.
• Set pipeline settings, including:
   
  • Whether to use the prospect’s local time zone for sending events.
  • Whether to exclude major holidays.
  • Whether to only send unique events per prospect.
  • Cut-off times and sending days for pipeline communications.
     
• Enable or disable the shared pipeline.

Accessing a Shared Pipeline as a Team Lead/Member:

Team leads/members with pipeline access can view shared pipelines created by a Super User:

1. Navigate to the left-hand sidebar and click Pipelines.
2. Go to the Shared tab.
3. View the list of all shared pipelines.

Customizing Pipeline Event Messaging

If granted permission by the Super User, team members can set up custom messaging for pipeline events:

1. Click the three dots next to a pipeline stage and select Edit.
2. Select a specific pipeline event and toggle from the Default tab to the Custom tab.
3. Create your own messaging if it differs from the default messaging that was set up by the Super User.

Using Action Events in Shared Pipelines

Action events are created by Super Users to automate actions when prospects move through pipeline stages. They are commonly used to assign campaigns at specific stages.

How Action Events Work

1. The Super User creates an action event for a specific pipeline stage.
2. Team members can access the shared pipeline and:
    
   • Enter Edit Mode.
   • Click on the action event.
   • Toggle to the Custom Tab.
   • Choose a campaign to trigger at that pipeline stage.

Important Notes:

• Campaigns exist at the team level, not the SuperUser level.
• SuperUsers can create campaign templates for teams to access and use.
• Campaigns must be imported and enabled at the team level before they can be added to an action event under the Custom tab.
• SuperUsers cannot set up campaigns organization-wide to tie to action events from their account, but they can do so at the team level through impersonation.
   

If a prospect moves from a stage with a campaign triggered by an action event to a stage without one, they will be removed from the previous campaign.