Start an automation from a template

Watch the steps

1. 1Automations
2. 2Use Template
3. 3Rename
4. 4Save
5. 5Activate

Start an automation from a template (0:19)

You do not have to build an automation from a blank canvas. BCL has 26 ready-made templates, and you can copy any automation to another account as a JSON file.

Use a template

The templates come with BCL and are the same in every account:

Template	Trigger	What it does
Thank You Email on Payment	Payment Successful	Emails the customer a thank-you with the order details.
Thank-You Coupon	Payment Successful	A week after a payment, emails the buyer a single-use code for their next order. See Send each customer their own coupon.
Wabot Payment Notification	Payment Successful	Sends the customer a WhatsApp through Wabot with the order number, amount and receipt link.
WhatsApp Receipt via Wabot Pro	Payment Successful	Sends an approved WhatsApp template from your official Wabot Pro number. See Wabot Pro.
WhatsApp Receipt via Kapso	Payment Successful	Saves each paying buyer as a Kapso contact, then sends an approved WhatsApp template. See Kapso.
SMS Niaga Payment + Subscriber	Payment Successful	Sends an SMS confirmation and adds the customer to an SMS Niaga group.
VIP Customer Detection	Payment Successful	Sends one email for payments over RM 500 and another for the rest.
Drip Course Lessons	Payment Successful	Unlocks a new lesson every few days after a payment, each with its access email. See Unlock and revoke content.
Bonus Content for Big Orders	Payment Successful	Orders of RM200 or more unlock a bonus; smaller orders get a coupon for their next order.
Google Sheets Transaction Log	Payment Successful	Adds each successful payment as a row in Google Sheets.
Record Sales in Bukku	Payment Successful	Records each paid order as a sale in Bukku. See Record your sales in Bukku.
Email the Bukku Invoice	Payment Successful	Records the paid order in Bukku, then emails the buyer their invoice number and link.
Add Buyers to Brevo	Payment Successful	Saves each paying buyer as a Brevo contact and adds them to your Brevo list. See Brevo.
Start a Brevo Automation	Payment Successful	Sends each paid order to Brevo as an order_paid event, so your Brevo automations can follow up.
Google Sheets Update Status	Status Changed	Updates the payment’s row in Google Sheets when its status changes.
Incomplete Payment Follow-up	Status Changed	Sends one email for failed payments and another for cancelled ones.
Abandoned Cart WhatsApp	Status Changed	Waits one hour, then sends a WhatsApp reminder for failed or cancelled payments.
Void Sale in Bukku	Status Changed	When a successful payment later fails or is cancelled, voids its sale or invoice in Bukku.
Webhook on Lead Submission	New Lead Received	Sends each new lead to your own system by HTTP request.
Lead Form SMS Notification	New Lead Received	Sends you an SMS for each new lead.
Event Registration Reminder	Participant Created	Waits one day after registration, then sends a WhatsApp reminder through Wabot.
WasapBot Event Reminder	Participant Created	Waits one day after registration, then sends a reminder through Wasapbot.
Certificate Wabot Notification	Certificate Generated	Sends the certificate link through Wabot.
Welcome New Affiliate	New Affiliate Registered	Emails a welcome and adds the affiliate to a Mail Niaga list.
Email Me From Another App	Webhook Received	Emails you the details each time another app sends data to the automation’s link. See Start an automation from another app.
Add Contacts From Other Apps	Webhook Received	Adds each person another app sends to your Bukku contacts.

The newest templates have a New ribbon on their card.

To use one:

1. Go to Automations and click Templates.

   

2. Each card shows the template’s trigger and its steps. Click Use template on the one closest to what you need.

   

3. BCL creates the automation, named after the template and switched off, and opens it on the Edit Workflow page. Click Rename to give it your own name.

   

4. Click each node, then the gear button under it, to change the settings: the forms in the trigger, and the recipient and message in each action. Save each node.

5. Click Update Automation, then Activate.

The Node Reference tab in the same panel lists every trigger and node type with a short description:

Copy an automation with Export JSON

Export JSON saves an automation’s trigger and workflow as a file. Use it to copy an automation to another BCL account or to keep a backup:

1. On the Automations list, click ⋮ on the automation’s row, then Export JSON. The file downloads to your computer. To copy it inside the same account, choose Duplicate Automation instead.

   

2. In the other account, go to Automations and click Import JSON.

3. Upload the file in JSON File (up to 5 MB), then click Submit.

   

The imported automation opens for editing and is switched off. Open its trigger and choose your forms again, because form choices point to forms in the old account.

The file is plain JSON. It needs a name, a trigger_type and a workflow_json with the nodes and the connections between them, and it may have only one trigger node. This is a shortened export of a thank-you email automation:

{
  "name": "Kopi Kampung - Thank You Email",
  "trigger_type": "transaction_success",
  "workflow_json": {
    "nodes": [
      { "id": "trigger-1", "type": "trigger", "label": "Payment Success", "x": 50, "y": 50,
        "data": { "trigger_type": "transaction_success", "trigger_conditions": [] } },
      { "id": "action-1", "type": "action", "label": "Send Thank You Email", "x": 400, "y": 50,
        "data": { "action_type": "send_email", "email_to": "{email}",
                  "email_subject": "Thank you for your order #{order_number}",
                  "email_body": "Hi {name},<br><br>We have received your payment of {amount}." } }
    ],
    "connections": [ { "from": "trigger-1", "to": "action-1" } ]
  },
  "is_active": false
}

Tips

Templates are a starting point, not a finished automation:

• Change the wording to your own. Several templates have sample messages in Malay or English. Customers notice a generic message.
• Connect the service first. Templates that use a WhatsApp provider, SMS Niaga, Mail Niaga or Google Sheets need that service connected from its card under Platform Setup → Integrations before they can send anything.
• Keep an export before big changes. Export JSON is a quick backup of a working automation.

Common issues

I used a template with WhatsApp, turned it on, but no WhatsApp was sent. Why?

Each WhatsApp template sends through the provider named on its WhatsApp node, such as Send Wabot. Connect that provider first: go to Platform Setup → Integrations and click Connect on its card. Until then the WhatsApp node shows that the provider is not configured.

Is there a template for sending WhatsApp after a successful payment?

Yes: Wabot Payment Notification. It has the Payment Success trigger and a Send Wabot node with a sample message. See Send a WhatsApp after payment.

Can I copy an automation to another BCL account?

Yes. Click ⋮ on its row and choose Export JSON. In the other account, click Import JSON on the Automations page and upload the file.

See it in the steps

Related articles

• What automations do
• Create an automation
• Send a WhatsApp after payment
• Automation recipes