Vidyard GoVideo Integration Set up and use your Vidyard Govideo Integration Vidyard GoVideo integrates seamlessly with Playbooks and enables you to produce personalized videos to captivate your prospects. Create new videos directly through Vidyard GoVideo or simply upload an existing video. Store and manage all your videos from your Vidyard...
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Email Notifications How to track prospect interaction with your emails Email Notifications inform you when prospects engage with your emails. Gain real-time insights when your prospects open or forward emails, click links or download attachments. Gage the reception and interest of your proposition before you make a call. This article...
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Email Enhancement Options How to customize and add attachments to email messages Along the bottom of an email draft, you’ll notice that there are a number of ways you can add items to or format your email. Each option enables to customize emails for your target audience. Using the Text...
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Merge Fields & Placeholders How to Use Merge Fields and Placeholders Merge Fields and Placeholders allow you to personalize email templates and cue cards for your prospects just before you engage with them. With Merge Fields, Playbooks automatically inserts specific record information into emails and cue cards. Or build email...
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Email Templates How to create email templates in Playbooks With Playbooks Email Templates, you do the hard work of constructing your messages once and reuse them thousands of times with minimal effort. Creating an Email Template Creating a template enables you to lay down the framework that you can build...
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Using Tags How to create and add tags in Playbooks Tags label Plays and email templates with relevant identifying information. Once a Play or email template has been tagged, you can use those tags to search, filter, and sort through those files effortlessly. Tags allow you to organize each item...
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How to Chat with Support How to open a chat conversation with support Playbooks has made it easier than ever to get in touch with a technical support engineer by including a chat feature directly in the Playbooks Chrome extension. If you ever run into trouble, we’re never more than...
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Playbooks Requirements What are the requirements to use Playbooks? This article describes the basic infrastructure requirements needed in order to implement Playbooks. CRM Requirements Playbooks only supports standard CRM objects/entities for Accounts, Contacts, Leads, Cases, and Opportunities. Any other standard or custom objects/entities within the CRM cannot be enrolled in plays...
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Playbooks Manager Access I’m a manager or administrator. Where do I go to run Playbooks operations? From the Playbooks Manager Application, you are able to adjust application settings, manage employees and gain valuable insights. If you are a manager or administrator, navigate to the Playbooks Manager Application by going to...
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Installing and Updating the Playbooks Chrome Extension How to download and install the Playbooks Chrome extension The Playbooks Chrome extension enables you to leverage the most important information within your CRM and create workflow cadences to increase your efficiency. Installing the extension is the first step toward simplifying your prospecting...
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