Who can use this feature?
- All roles with access level "standard" or higher
- Available on all plans
Playbooks are pre-built workflows that automatically assign new tasks, send personalized emails, and update field values. When a customer qualifies for a playbook, typically based on custom criteria, Catalyst applies the automated actions and branching logic defined in the workflow. If the playbook creator allowed manual entry, you can add customers to a playbook on-the-fly—even if the customer doesn't meet the playbook entry criteria.
Admins can configure playbooks for your Catalyst instance in settings.
Manually add a customer to a playbook
- Open the object-level view (account, opportunity, contact, or additional).
- From the top bar, click the + > Add to playbook.
Alternatively, you can find this menu from a record within a segment module or a signals pop-up.
The Add to Playbook screen appears. Any playbooks applied to the selected record in the last 30 days are listed in the playbook history section. - Click to select a playbook to apply.
Only enabled playbooks that are available for the selected object, not currently running for the selected record, and that allow manual entry appear in the list. - Click Add.
The playbook branching logic begins. Playbooks run every 15 minutes; it may take several minutes for actions to be created.