Playbooks
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 set up a Marketing Campaign Playbook?
A note on Playbooks: Playbooks enable admins to create training materials and document multi-phase, processes step-by-step. There are three types of playbook available on the Mindmatrix platform: Sales Playbooks - For creating sales process playbooks ...
How do I prepare to create my own playbooks in Mindmatrix?
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. In Mindmatrix, playbooks can be used to guide users through step processes within the ...
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 to View the Marketing Playbook Summary Report
It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Go to "Reports", open the "Playbooks" drop-down, and then select "Marketing Playbooks". ...