How do I embed an asset into a playbook or journey?

It is possible to to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator.

Embedding assets into playbooks is a great way to make your steps more visually pleasing and more interactive. Follow these steps to add a single asset to a playbook by embedding it.

To start the process, create or edit an existing playbook.

1. You can do this by going to the Setup > Templates > section. Click on Internal Playbooks and click Create.

2. Create a contact-centric playbook if you want users to use the playbook to interact with contacts OR create a non-contact centric playbook if you want users to utilize this playbook to follow a process OR select Linear if you want users to follow a set, published and unchangeable process.

3. Click Add Step.

4. Select Embedded Asset and click Go

5. Name your step and select a particular asset to embed.

6. In this example, we selected a video and inserted it into the step.

7. Once finished embedding your asset, click Save. Add additional steps, or click Continue and Yes.

New Feature: “Create and Add” Assets in Playbook Steps

Overview

When building or editing a Playbook, you can now create a new asset directly from within a Playbook step and add it to that step — without leaving the flow.

Permission Requirements:

• Users must have the Media Template permission set to Create or Owner in their role.
  

Functionality Overview:

• In the Step Action Type, when selecting Internal Assets, a “Create and Add” button will appear.

• Similarly, for Embedded Asset Action Type, the “Create and Add” button is visible when selecting:

• Web Assets

• Web Banners

How It Works:

1. Navigate to a playbook step or embed asset option.

2. Select the asset type (e.g., Internal Assets, Web Assets, Web Banners).

3. Click the “Create and Add” button.

4. Create the asset within the provided interface.

5. Once created, the asset is automatically added to the selected step or embedded area without the need for manual selection.

Real-World Applications

• A/B testing assets for specific steps

• Rapid fixes to broken or outdated content

• Creating step-specific personalized banners

Benefits

• No switching modules or tabs

• Streamlined Playbook setup

• Enables real-time, contextual content creation
  

• Related Articles

• How do I create a Journey?

  It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Overview Internal Playbooks enable admins to create detailed yet easy to understand ...

• How do I edit a pre-existing playbook or journey?

  For more information on the Bridge platform's playbook template editors, see How Do I Create a Sales Playbook?, ... How to set up a Marketing Campaign Playbook, or... How to create a (onboarding) journey?. It is only possible to make changes to a ...

• How do I organize assets for Playbooks or Journeys?

  To more easily find related assets for a Playbook or Journey, multiple asset types can be added to steps by filter. Steps: Start by setting up a Playbook template Learn more about setting up Playbook templates How to set up a Marketing Campaign ...

• How do I use the “Asset with Links” option in marketing playbooks?

  For more information on how to setup a marketing playbook, read this knowledge base article. To add “Asset with Links” in the marketing playbook, select “Add tab”, then select the “Embedded Asset” option. Click “Go”. The following types of assets can ...

• How do I view the Journeys summary report?

  Go to "Reports">"Playbooks"> "Journeys". Note: On the Bridge platform, clients can personalize menu navigation to better suit the specific needs of their Users. Things may be under a different part of your navigation bar depending on your settings ...