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’.
- Contact Centric - Is a sales process playbook for the sales and marketing users, in this playbook the users can add a contact to the playbook and follow the steps designed and completed a particular action. The users can trigger to-dos based at different steps and continue following up on the contacts.
- Non-Contact Centric - These playbooks are used as internal process playbook, its designed for users to perform certain actions inside the platform or to follow a certain set of actions on the user side. You cannot add contacts to this playbook.
- Non Contact Centric Linear Playbook – These are training playbook which can be used to perform certain actions by the users, like training inside the platform. The main marketing user can view the stats and completion reports of the playbook. You cannot add contacts to this playbook.
- In the ‘data’ section, click ‘Upload a Thumbnail’ for the relevant action.
- 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.
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To add an asset, such as a document, click on the “Add tab” and then select the appropriate link in the “Add Asset” box.
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In the “Media” window, use the “Select Asset Type” menu to choose the type of attachment you want to add, and the “Asset 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 (which we have used for this tutorial). External media allows you to add can an image, video, document or external link.
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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’.
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The asset will be added to the set. You can use this process to add as many assets as you like.
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To add an external link bring up the external media asset menu again.
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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. 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.
- 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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