Accessing Playbooks
To explore playbooks, click the 'Playbook' icon on the navigation bar. The module's name will appear at the top right corner of your screen.
Searching for Specific Playbooks
Utilize the 'Search' function to find playbooks or recommendations. Search by a specific word or KPI. This tool is not case-sensitive, making it user-friendly.
Filtering by Channel
Use the 'Channel' filter to view playbooks for your selected integrated channels. This helps you tailor strategies to specific marketing channels.
Identifying Trends
The 'Trends' filter allows you to sort playbooks based on positive, negative, or all trends. This is crucial for strategizing according to market movements.
Playbook Status
You can choose between 'Active,' 'Inactive,' and 'Draft' statuses from the dropdown menu to view playbooks accordingly. This helps you manage current and future marketing strategies.
Sorting Playbooks
The 'Sort by' function lets you order playbooks from oldest to newest creation or based on the number of recommendations. This function aids in prioritizing your review process.
Resetting Filters
Use 'Reset' to clear or change other filters, especially when applying multiple selection criteria.
Hiding Filters
The 'Hide filter' option streamlines your view, showing only the list of playbooks, recommendations count, and status.
Creating New Playbooks
Click the 'Create playbook' button to start crafting strategies tailored to your marketing needs.
Understanding the Playbook List
Each playbook has a unique title that showcases its distinctive approach. You'll find the associated trend, channel, and KPI alongside the title.
Recommendations and Status
You can view the number of recommendations linked to each playbook. The status (Active/Inactive) is also visible and can be modified directly from the listing page.
Playbook Modification
You can easily change the status of a playbook using the dropdown arrow, ensuring you are up-to-date.
Navigating Through Playbooks
Use the 'Back' and 'Next' buttons to browse various playbooks. This feature makes it easy to review and analyze your complete playbook repertoire.
For Users, understanding and utilizing the Revlitix Playbook feature is vital for developing effective, data-driven marketing strategies that align with market trends and channel-specific nuances.