How to Run a Playbook

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Context

Before you run a playbook, you’ll need to have an audience (see here for our guide).

Steps to create a playbook:

1. Select run schedule
2. Select your audience
3. Enable prospect for new people
4. Choose actions
5. Launch

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Select run schedule

Navigate to the Playbooks tab and click Create Playbook

Next you’ll select your run schedule:

1. Continuous: the playbook will run every time a new company or person enters the audience. Set up your playbook once and let it run in the background forever.
2. One Time: the playbook will run once on the companies and people in the audience.

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Select your audience

Here you’ll select the audience that you want the playbook to run on

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Enable prospect for new people

Enabling prospect will return prospects (email, mobile phone number, job title, and other key details) at companies in the audience.

1. Toggle prospect on or off:
   1. When on, we will look for new prospects
   2. When off, we will only act on existing records in Unify and your Salesforce instance
2. Max prospects: The max number of people we will find at a given company
3. Personas: The types of prospects that you want us to find. We will prioritize prospects based on how you order personas

If you haven’t built personas, you can search by titles instead. This will let you search for prospects whose job titles contain those titles.

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Choose actions

Next choose how you want us to action on these companies and people:

1. Today writing to Salesforce is the only action supported
   1. We will write as leads or contacts and accounts depending on what you’ve chosen in your Salesforce write settings
2. How this works
   1. If records don’t exist in Salesforce for companies or people, we will create new ones
      1. We will populate any default values on the record that you’ve denoted in Advanced settings or in Salesforce settings
   2. If records already exist, we will only update the Unify Tag field and not overwrite any existing data
3. Once you feel good about these settings, click Save & Launch and the playbook will start running

When creating new records you might want to populate fields in Salesforce with default values. An example that we commonly see is Lead Source Detail where a user will populate details about the campaign. You can access this under Advanced settings at both the company and person level.