Overview

Internal Playbooks enable admins to create detailed yet easy to understand procedures to be used in training sales users.  The Non-Contract Internal playbook is tailored for outlining internal company procedures.

• To create a template select the ‘Setup’ tab, then from the ‘Asset Management' section, select ‘Templates’. In the ‘FOLDER’ section, select ‘Internal playbook’ and then click ‘create’.

• In the the “personalization” menu choose the “Non Contact Centric” option and then click ‘Go’.

• Enter the name, description, and filters in the relevant field for the ‘Info’ section and then click ‘Next’.

• In the ‘data’ section, click ‘Upload a Thumbnail’ for the relevant action.

• Select the required gallery folder and then double-click the image. If you are not satisfied with the images in the gallery you can upload one.

• When You have successfully added a thumbnail image to the template click ‘Next’.

• Type in the template name and description in the relevant fields and then click ‘Add Tab’ to add a new tab.

• Enter the tab name in the relevant field and then click the checkmark icon.

• To create a new step, type in the step’s name and description and then click add.

• To add an asset, such as a document, click on the “maximise tab” and then then select the appropriate link in the “Add Asset” box.

  
  

  

   

   

• In the “Media” window, use the “Select Media Type” menu to choose the type of attachment you want to add, and the “Media State” menu to choose between a customized and a premade asset.

  
  

  

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  Select the desired attachment, and then scroll to the bottom of the page and click “Done”.

  
  

  

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  If you have multiple assets in a step, use the “And/Or” box to specify whether a user must use one or both assets.

  Adding images, documents, and external links.

  

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  From the ‘Add Asset’ section you can add another asset,  for example External Media.  External media allows you to add can an image, document or external link.

  
  

   

• From this menu, pick the desired media type. For the purposes of this tutorial, we will select the document gallery.

  
  

  

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  Select the required document folder, for example Company Documents, then select the document, and then click ‘Done’.

  
  

  

   

  
  

   

• The asset will be added to the set. You can use this process to add as many assets as you like.

  
  

  

  
  

   

• To add an external link bring up the external media asset menu again.

  
  

  

   

• Enter URL and its name in the relevant field, then select sub-type of the URL from the relevant dropdown that will define the file type.

  
  

  

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  When you are finished click save.

• You can set the delay duration from the ‘delay’ dropdown, this will specify how long Sales users should wait before they move onto the next step.

• You can repeat this process to add as many steps as you desire to a tab.

• To delete a step, click the ‘delete’ icon.

• When the “Delete Step” menu comes up, click ‘Yes’.

• To add multiple tabs, click on the “Add Tab” button.

• To create a frequently asked questions page for sales Users, click on the “S.O.S” button.

• Add the required F.A.Qs and their answers in the HTML/Text editor. When you are finished click ‘Done’.

• Click ‘Save’ to save the internal playbook template.

• When you are finished editing your template, click “Continue”.

• If you wish to save your changes before quitting, remember to click “Yes” on the save menu.

• Whether you click “Yes” or “No”, the program will take you back to the template menu where you can copy edit or delete the template you were working on.

• To edit the template’s name and description, view performance statistics, or to set permissions, click on the “View” option. Note: when editing permission levels, remember to click the “Save” option.  

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