This step-by-step guide is crafted to assist you in creating and activating a Playbook tailored to a specific channel and KPI.
You’ll also learn how to add multiple recommendations to your Playbook.
Navigating to Playbook Creation
Open the Playbook module found in the platform's navigation bar.
Click on 'Create Playbook' located at the left corner of the screen to initiate a new Playbook.
Part 1: Creating the Playbook – Entering Playbook Details
Playbook Name: Give your Playbook a unique name. Duplicate names are not allowed.
Playbook Description: Write a brief description to explain the Playbook’s purpose.
Select Channel: Choose the channel for which you’re creating the Playbook.
Select KPI: Pick the relevant Key Performance Indicator (KPI) from the dropdown list.
Trend Setting: Define the trend related to the KPI, like setting a positive trend for reducing a channel’s cost.
Click 'Next' to proceed to add recommendations.
Part 2: Creating Playbook – Adding Recommendations
Adding Recommendations Immediately:
Recommendation Name: Each recommendation needs a distinct name.
Description: Provide a summary and rationale. You can format text and include images.
Viewing New Recommendations: Once created, they appear on the Recommendations page and can be edited anytime.
Adding Multiple Recommendations: Click 'Add Recommendations' to include several recommendations.
Deleting a Recommendation: Use the delete icon for removal and confirm in the pop-up.
Part 3: Option to Add Recommendations Later
Select 'Add Later' if you prefer to add recommendations at another time, creating a Playbook without immediate recommendations.
To add them later, simply edit the Playbook and follow the above steps.
Part 4: Reviewing and Updating
Use the 'Back' button for any modifications to the Playbook details.
After adding or updating recommendations, the Playbook will show the updated status on the listing page.
With these steps, you can efficiently create and activate a Playbook specific to your channel and KPI, complete with tailored recommendations. This guide ensures a smooth and straightforward process for strategic Playbook management.
Reviewing and Updating:
Use the 'Back' button to return to the Playbook details page for any modifications.
Once recommendations are added or updated, the Playbook will display the chosen status on the listing page.
