How do I add a contact to a playbook from a contact record?

How do I add a contact to a playbook from a contact record?

1. Go to Connections > Contacts



2. Select a contact > Actions > Execute Play




3. Select the playbook you would like to add your contact to. 



    • Related Articles

    • How do I add a print campaign to a playbook template?

      If you have print vendor integration, setup a print campaign within a playbook! This will allow you to share playbooks to users that give them the option to order a print asset from a vendor on-demand. You must have a print vendor configured with ...
    • How do I add a contact to a playbook from Salesforce?

      Posted by The Team at Mindmatrix on 25 February 2022 03:14 AM Click on the Contact or Leads tab and select your contact or lead record you would like to add to your Playbook. For this tutorial we will choose leads.     From there, click on the lead ...
    • How do I embed an asset into a playbook or journey?

      Embedding assets into playbooks or journeys 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. For more information on how to access and use playbook ...
    • How do I add a personalized script to a Sales Playbook?

      Personalized Scripts are written instructions to help a sales user approach a contact over the phone or LinkedIn. For a Sales Playbook, this is a great way to let Users know "what to say". For more information about to create a Sales playbook, see ...
    • How do I add contacts to a drip campaign?

      It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. There are three ways to add contacts to a drip campaign: 1. Adding contacts from the ...