Think of playbooks as your association's 24/7 automated assistant, tirelessly working behind the scenes. They're the engine that keeps your operation humming.
Got a new job posting? A member just registered for an event? Instead of doing the same thing over and over, you can set up a playbook to handle it automatically.
Playbooks are "if this, then that" workflows that let you focus on what matters most: your members. They'll monitor for specific events, then spring into action to send an email, update a record, or whatever else you need. All you have to do is set them up, and they'll keep the show running.
The Playbooks page has two tabs:
Need a head start? The Ready-made Playbooks section offers pre-built templates to help you get started quickly. You can explore categories designed to:
The templates are not set in stone, you can Customize each ready-made playbook to meet your exact needs.
If you'd like to see more options, just let us know! We're happy to discuss additional templates to meet your specific needs.
The Playbooks section of your admin lets you build automation scenarios yourself. You can choose from a range of action items and conditions to create custom workflows. For a step-by-step guide on how to create new playbooks, check out this document: