How do I edit Team Playbooks?

You can manage and edit Team Playbooks in the Templates section of Campaigns.

Editing the Team Playbook Sequence

1. In the Team Playbook, click Sequence.
2. Click Edit next to the step you'd like to edit. If you locked the step, you'll need to unlock it (click the Lock 🔒 Icon) before you can edit it.
3. Make your edits. If you'd like to lock the step again, click the Lock in the edit window to lock the message again.
4. Click Save to save your edits to the step.
5. Click the pink Publish Changes button to push these changes to all of your team member's Playbook campaigns.

Editing Team Playbook Settings

1. In the Team Playbook, click Settings 
2. You can make changes to the following:
   • Share Playbook - you can only add more team members to the Playbook
   • Assigned To - You can assign the Team Playbook to another team member to manage the Playbook.
   • Lead Catcher - You can change or add actions if needed, though by default, most teams just use Reply 1 Time as the lead catcher setting
   • Sending Settings - turn on/off Open and Link click tracking
3. Click Save in each section where you've made your changes.

Duplicate a Team Playbook

1. In the team Playbook, click Actions then click Duplicate.
2. You have the option to include all of the team's Playbooks or just the primary Team Playbook. Click the option you'd like to duplicate.