Manage Your Playbooks

by Sara Pion

Being able to keep track of your Playbooks is important, these are messages your site visitors are going to see and interact with! 

We hear you, and we've made some changes to our Playbooks interface page to make managing and editing your Playbooks easier to keep track of. 

There is also now a search function on your Playbooks page to make finding the right Playbook in your list easier: 

Your Playbooks will now be split into two separate views: 

  • Chat 
  • Email 

This will make it easier for your team to keep track of which Playbooks are running on your site verus email playbooks being sent to leads. 

Chat Playbooks

You can filter your Chat Playbooks by "Active" or "Archived" 

If you'd like to edit, archive, clone, or delete your playbook, simply scroll over the name of it, click the gear icon, and choose your action! 

If you click on the Playbook, you will be brought into the Playbook report.

You can also prioritize your playbooks, right from this view! Find out more about prioritization here

Email Playbooks

You can filter your Email Playbooks by "Active", "Draft", "Sent", "Archived", or "Scheduled"

If you'd like to edit, archive, clone, or delete your playbook, simply scroll over the name of it, click the gear icon, and choose your action! 

If you click on the Playbook, you will be brought into the Playbook report.

Except if you are looking at your email Drafts, just clicking on the name of the Playbook will bring you to the editing interface.


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