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How do I organize assets for Playbooks?
Posted by The Team at Mindmatrix on 10 June 2015 07:07 AM

 Overview

This section allows you to add multiple asset types (print or document) for steps that are organized by the filter. Mindmatrix will auto-suggest playbooks or assets when you search based on your filter types. This is used for Playbooks that are designed by Vertical or Interest level.

  • If you add filters to ‘asset object’ with contact filter option disabled, then in the media section, you can view asset template/s (print or document) that equals to filters added for ‘asset object’.
  • If you add filters and enable contact filter option, then in media section, initially you can view asset templates whose filter/s equal to any of the contact field details (first name, last name, company, city, state/province, lead source, stage and interest level)
  • On exiting contact field details, the list will display asset templates containing any filter/s equal to that of ‘asset object’.

NOTE: In non-contact centric playbook, the contact filter option will not be available. Thus, in media section, asset template/s (print or document) will display if their filters equal ‘asset object’ filters.

  • From ‘Setup > Asset Templates > Internal playbook’ section, click ‘Create’.

 

 

  • Follow the steps to create an internal playbook.

  • Enter ‘Name’ (mandatory), ‘Description’ and/or ‘Filters’ in ‘Info’ section.

  • Click ‘Next’.

 

  • You may upload a thumbnail for template from ‘Data’ section.

  • Click ‘Next’ to proceed.

 

  • Click ‘Add Tab’.

 

  • Add step name in relevant field, click ‘check’ button.


  • Add name and description to the step in relevant fields.

  • Click ‘Add’.

  • From ‘Add Asset’ section, select ‘Asset Object’. This feature allows you to select either ‘print’ or ‘document’ option, whose results will be fetched in media section depending on the ‘asset object’ filters and/or contact filter option enabled.

NOTE: Save added steps and internal playbook to view relevant results in media section.

  • Enter asset object’s name in relevant field.

  • Select the type of asset you wish to access in media section (print or document). For e.g. Print.

  • Enter filters in relevant field.

 

CONDITION 1

NOTE: With selected asset type and filter, in media section, the initial listing will not contain any print templates, as ‘Allow Contact Filter’ is not selected.

 

  • In media section, select a contact and a relevant step of playbook.

 

 

  • The list does not display any print templates, if the contact field details do not match with print template/s filter/s.

CONDITION 2

  • Exit contact data field details (first name, last name, company, city, state/province, lead source, stage and interest level).

 

  • The listing will display print template/s that contains ‘asset object’ filters.

  • In this scenario, the common filter for print templates and ‘asset object’ is ‘marketing’.

CONDITION 3

  • Select ‘Allow Contact Filter’.

  • The list will display print template/s containing filters equal to contact field data details (first name, last name, company, city, state/province, lead source, stage and interest level).

  • In this scenario, print template’s filter is equal to contact data filter for interest level i.e. ‘Hot’.

  • On exiting contact field details, the listing will display print templates containing filters that match ‘asset object’ filters.

  • Click ‘Save’.

 

 

 

 

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