Learn the fundamentals and build a Unify Play from start to finish.
An example of a complex Play that performs account research and prospecting.
This is what the Plays tab will look like before creating any Plays.
When you create a Play, you will be prompted to give it a name.
Once the Play is created, you will see the Play Builder.
Select a trigger type or a template from the configuration panel.
This is where you define the criteria for companies that this Play will run on.
Drag and drop actions from the action list into the Play Builder.
Add a loop and connect it to the prospecting action.
Symbol | Value | |
---|---|---|
A single person record. | ||
A list of one or more person records. | ||
A single company record. |
Configure sequence enrollment by routing specific personas to mailboxes and sequences.
Add a sequence enrollment action and connect it to the loop.
You can specify default field values or limit the number of people synced per company.
By publishing the Play, it will immediately start running on companies.
Logs show a detailed view of every company or person a Play has run on.
Click on any company to view exactly what the Play did.
Click on any action within the log details to see its results.
You can use the action logs to inspect exactly how a Play is working.