How do I use a Playbook as a Team Member?

When you have an available Team Playbook, if your manager shared it with you, you'll see it in a DRAFT mode in your Campaigns list. You'll see a pink dot next to Campaigns if you have a new Team Playbook available.

1. To complete the Playbook setup, click on your Playbook
2. Confirm your settings are correct. You can rename, reassign a mail account, etc.
3. Click Lead Catcher to view the Leads Catcher settings - only a manager can make these changes
4. Click Sync to Apps to select your CRM instance to make sure your Playbook Campaign syncs to your CRM
5. Click Prospects to move to the next step
6. Add prospects as you usually would to a campaign, ideally via CSV
   • You'll see a This Team Playbook uses text replacements message to show you which text replacements you'll want to map to - make sure to include columns for these on your CSV import.
7. Map your fields - make sure to map the fields for the included text replacements
8. Click Review Prospects
   • You can remove prospects that are part of another campaign or Playbook
   • You can remove prospects with a generic email address
   • You can run the List Cleaner - highly recommended!
9. Click Sending Settings
   • You can only Schedule your send - Check with your manager about open and link tracking if you have questions
10. Click Sequence to view the sequence
11. Make edits to messages that are not locked
12. Click Personalize 
13. Review prospects on the personalize step as needed
14. Click Confirm at the bottom of the page to move to the final step
15. Review your Playbook Campaign and then click Start Playbook to start running your campaigns