PLAYBOOK | MANUALLY TRIGGERED INTRO/WELCOME EMAIL

edited January 2023 in Workflow Best Practices

Difficulty Level: Crawl

Time Investment: 25 minutes 

Ensure a consistent customer experience and zero manual overhead on your team through playbook automation! An awesome use case is to introduce CSMs to their new accounts with the help of playbook emails.

The instructions below will guide you through:

  • Identifying a playbook trigger: Learn how to create a field that allows the CSM to trigger your playbook. 
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