How do I use a Playbook?

How do I use a Playbook?

Overview: This article describes how to use the playbook feature.
  1. Select the ‘Playbook’ tab.

 

  1. select the playbook you would like to view.


  1. You can sort the contact list based on due date, email and score.

 


  1. Use the ‘Search for records’ field to find the required contact.

 


NOTE: You can apply the steps for only one individual contact at a time.


  1. On selecting a contact, the contact feed and information for the selected contact will be displayed.

 

  1. Follow the initial step under the first tab.
  2. Expand the step’s window.
  3. There is an option to edit an email and send to selected contacts or to all contacts.
  1. There is an option ‘Quick Send’’ to send email without editing.


 

  1. Follow Mindmatrix’s email module for sending the asset to the selected contact.

 

  1. A checkmark will be displayed, once a step is completed.


 

NOTE: Proceed to the next step after the delay duration is over.
  1. Go to the next step and expand its window.
  2. Select the contact.
  3. Select the ‘call script’ icon to launch the same.

 


  1. It is very essential to use the script provided while calling up the contact.
  2. Click ‘Mark Done’, after completing the call.

 



  1. Click ‘personalized script’ icon to access the script for the LinkedIn message.

  1. You can send the script as a message, or a message attached with connection request for the contact.
  2. Click ‘Mark Done’, when you complete the step.
 

NOTE: The ‘or’ condition states that you may perform either of the steps for the particular procedure.
 



  1. For an overview of how many contacts are ready for any given stage of the playbook, click on the report button.


  1. To look at individual contacts click on the blue hyperlink button.



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