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Knowledgebase: Playbooks
How do I use a Playbook?
Posted by The Team at Mindmatrix on 26 June 2015 05:18 AM

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 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 contact 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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