Getting started

Playbooks provide an easy-to-use interface to accomplish specific tasks by mapping business cases and trivial marketing tasks to data.

For example, in a B2B scenario, Playbooks help you stay on top of incoming PQLs. With real-time PQL Playbooks, you can uncover expansion opportunities with early signs of upgrade potential. Notifications based on product triggers make it easy to do contextual outreach. Each Playbook lets you dig into that user or account's activity so that sales teams can formulate a hypothesis about the underlying use case.

Playbook types

In Intempt we have 2 Playbook types:

• Account playbooks - lets you be notified when a specific user meets the triggering conditions.
• User playbooks - lets you be notified when a specific user meets the triggering conditions.

Account playbooks examples

User playbooks examples

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Playbook list

From the Playbooks list you can access the list of created playbooks. The list is represented by the following columns:

• Name - name of the created Playbook.
• Status - whether the Playbook is Active or Disabled.
• Type - User or Account-based Playbook.
• Triggered - the count of times when the Playbook has been triggered in the last 30 days.
• Created at - the date of creation.
• Created by - author of the Playbook.

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Creating a Playbook

To create a new Playbook, locate and click on the Create playbook button in the Playbooks object.

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Add a descriptive name for the playbook and click the Create button.

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After naming the Playbook you will be navigated to the configuration flow. As a first step, select the type.

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Playbook trigger re-uses the condition creation that is used in the segment editor. This means that you can create trigger conditions based on:

• Events
• Attributes
• Metrics
• Segments

Same as in the segment editor, you can add multiple conditions and combine them with and/or operators in multiple ways (for example, A and B or C for different rows).

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Playbook message configuration

As a final step, you need to configure the Playbook destination, to which notification channel and which user the Playbook should be sent once triggered.

• Email - are sent as typical emails with customizable subjects and bodies.
• Slack - can be sent within channels and direct messages. You can have a fixed direct message recipient - or allow the direct messages to adjust according to who the account owner is.
• Intempt Inbox - are found within your Intempt’s Inbox. You get task management capabilities and can view suggested next steps.

Email

Email playbooks are sent from Intempt [email protected] inbox with the information specified in the playbook notification:

• Send to - specify the recipient email address (can add multiple).
• Subject - the subject of the email address.
• Message - a message delivered with the email, can be personalized with Liquid tags.
• Frequency - once the messages are ready, you can manage how often you'll receive the notification for that particular user or account. There are two configuration options:
  • Every time (max 1 per day for email and Slack, unlimited for Playbook)
  • First time only. No further playbook notifications.

You can preview the email message below the configuration section.

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Slack

Slack alerts can be sent either to a specified channel or directly to the Slack workspace user.

You can customize the alert message in the “Message” field. You can use Liquid syntax to personalize the alert for example:

"Hey {{account.attribute.name}}, has reached the threshold for {{account.plan}}!"

Users need to specify:

• Select the desired channel or user.
• Message - A message delivered with the email (note: the email alert message will be delivered in plain text, and can be personalized with Liquid tags.
• Frequency - once the messages are ready, you can manage how often you'll receive the notification for that particular user or account. There are two configuration options:
  • Every time (max 1 per day for email and Slack, unlimited for Playbook)
  • First time only. No further playbook notifications.

You can preview the Slack message below the configuration section.

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Intempt Inbox

Playbooks can also be received through Intempt's Inbox.

Users need to specify:

• Send to - specify the recipient who is a registered user in Intempt.
• Message - a message delivered to the receiver of the Playbook, can be personalized with Liquid tags.
• Buttons - you can insert multiple action buttons to take action directly from your Intempt's Inbox.
• Frequency - once the messages are ready, you can manage how often you'll receive the notification for that particular user or account. There are two configuration options:
  • Every time (max 1 per day for email and Slack, unlimited for Playbook)
  • First time only. No further playbook notifications.

You can also receive Playbooks through your Intempt inbox.

Action buttons

With Action buttons when a Playbook is being received into the Intempt's Inbox, you can quickly make actions directly from the Inbox itself.

By default, only the “Add to journey” button is available. However, if you have a Hubspot source connected (we check for that automatically, no need to select a specific source), you will also have the option to add these types of buttons:

• Create task
• Create deal
• Add to list