Overview You are wondering how to change or edit your email signature within Playbooks. Information Follow the below instructions: Click Menu (Playbooks logo) Go to Settings Go to Email Scroll down to...
Overview You have enrolled Accounts into a Play and have created an automatic email step to be sent to the prospects. But automatic emails are not being sent. Solution This issue happens as Account re...
Overview You may receive an OOO auto-response from your prospect and would like to know if it will be counted as a Reply by Playbooks. Information Playbooks will not count auto-replies as a response -...
Overview You are new in Playbooks and you are trying to get logged into Playbooks for the first time, but you're getting an error when trying to use the Welcome Email link because it expired. Inform...
Overview You may want to have an email or template sent out to a specific group of prospects automatically as soon as the record is added to a Play or on a specific time and want to know how to do it....
Overview You added a contact to an opportunity and then a Play, but when you are trying to send an email to a newly added prospect, it doesn't allow me to pick a template or send the email (that whole...
Overview You want to know how to create email templates. Knowing how to create email templates allows you to construct an email template once and reuse it thousands of times with minimal effort. Creat...
Overview You may want to add a video to a Play and want to know how to do it. Information You can use Vidyard or OneMob to record videos and add them to emails within Plays, email templates, or ad hoc...
Overview You see that a prospect has forwarded your email and want to know if it is possible to check to who the email was forwarded. Information Unfortunately, there is no way in Playbooks to check w...
Overview You want to know if it is possible to add Merge Fields to LinkedIn steps, so information like first or last name can be populated automatically using the Merge Fields feature. Information U...