Playbook is the best way to capture and share best practice throughout your organisation. It allows you to access a public (group) or create a private (invite only) playbook around any topic, product or campaign that you like. You can drag in best practice posts from the activity feed, or you can post directly into a playbook. The result is a crowd sourced best practice guide that your ever changing team can keep coming back to again and again.
Accessing Playbook
To access playbook, simply click playbook tab in main menu. Users can see invitations for their playbooks and the playbooks which are shared with them by others.
Create
To create a new playbook, simply click ‘Create Playbook’ tab on your left hand side.
Public Playbooks
Group Administrators (only) can create public playbooks that will be accessed by everyone in the group. For more information on how to do this click here.
Private or shared playbooks
Select ‘Keep your playbook private?’ check box if you wish to keep your playbook private. Enter the relevant description as required in description box. We recommend being specific with product and campaign fields to keep these searches relevant. Click ‘Submit’ button after entering the details in playbook.
