Overview

This article describes how to use the playbook feature.

• Select the ‘Playbook’ tab.

• Click ‘Internal’.

• select the playbook you would like to view

• The playbook section displays the existing steps, contacts, and the contact feed.

• You need to select a contact to apply the steps, individually.

• You can sort the contact list based on details for ‘Last Activity’, or ‘Email’.

• 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.

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

• Follow the initial step under the first tab.

• Expand the step’s window.

• Click the ‘send’ icon for the asset.

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

NOTE: Follow the steps based on the ‘And’/‘Or’ condition.

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

NOTE: Proceed to the next step after the delay duration is over.

• Go to the next step and expand its window.

• Select the contact.

• Select the ‘call script’ icon to launch the same.

• It is very essential to use the script provided while calling up the contact.

• Click ‘Mark Done’, after completing the call.

• To send a personal message to a contact on LinkedIn, click on the ‘Search icon’ and select the contact in AMP first.

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

• You can send the script as a message, or a message attached with connection request for the contact.

• Click ‘Mark Done’, when you complete the step.

• You have successfully completed the second step.

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

• Complete the following steps.

• To add a contact to drip, select it.

• Click ‘add to drip’ icon on the relevant step.

• You have successfully added the contact to the drip program.

• Similarly, you can select another contact and repeat the steps for them. You can apply the steps for only one individual contact at a time.
•  For an overview of how many contacts are ready for any given stage of the playbook, click on the report button.

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

• Click on a contact to view activity history. 

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