How do I add contacts to a playbook? - Powered by Kayako Help Desk Software
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Knowledgebase: Playbooks
How do I add contacts to a playbook?
Posted by The Team at Mindmatrix on 08 September 2015 03:35 AM
  • To add new contacts to an internal contact centric playbook, go to “Playbook”, then click on “Internal”, and then click on the template that you would like to open.

 

 

  • If you want to execute a play for a specific contact, click on that contact in the “Select Contact” box.

 



  • The contact feed will show the contacts most recent contac’’s recent actions, which in turn will help the user determine the step that he or she should be executing.

 

 

  • If the contact cannot be found in your lists, you can add a new one by clicking the “Add” icon in the select contact box.

 

  • This will open the “Create Contact” box.  Enter in the relevant information and when you are finished, click “Save”.

 

 

  • Alternatively, you can add a contact to a playbook by going to the “feed” section of your marketing dashboard and then clicking on the contact that you wish to add to your playbook.

 

 

  • When the “Contact” window opens up, click on the “Views” side button.

 

 

  • Then select the playbook that you wish to add the contact to.

 



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