Create Playbook From Scratch

You can create Playbooks from scratch to suit your needs. It would comprise of a few steps, you would have to give your Playbook a Title and Description, define the Trigger and Goal and create the Notifications.

Set the Playbook Title and Description

Getting started with Playbooks is easy. You just have to follow these steps: -

  1. Go to Playbooks Section in your iZooto account and click on the Create New button.
Create New Playbook

Create New Playbook

  1. To create a Playbook from scratch click on "Create your own".
Click on Create your own

Click on Create your own

  1. Enter the Title and Description for your Playbook and click on Next button.
Enter Title and Description

Enter Title and Description

Note

While creating Playbooks you can edit the Title and Description but once you Save & Exit you can't make any changes to it.

Define Playbook Trigger and Goal

Once you have set the Title and Description for your Playbook, the next step is to define the Trigger, Goal, and the Personalization Properties.

Trigger and Goal are controlled by Events on your website and Personalization Properties are dependent on the Properties of the products listed on your website. Trigger is the Event that starts the Playbook and Goal is Events that stops the Playbook.

You might want to revisit the Playbook Overview page to understand Events and Properties how all the playbook elements come together to make a Playbook work.

How to add the Trigger and Personalization Properties

Follow these steps to add the Trigger and define the Personalization Properties for your Playbook: -

  1. You can enter the Event that you want to act as Trigger.
Enter the Trigger Name

Enter the Trigger Name

  1. To define the Personalization Property you would have to enter the Property Name and a Default Value for it. Once done, click on Add.
Enter Personalization properties

Enter Personalization properties

Note

  1. Personalization Properties are used to create personalized notifications.

  2. Default Value for Properties would be used as the place holder text if the Playbook fails to fetch the Property value from your website.

  1. Click on the Continue button. It will take you to the Goal tab.
Click on Continue button

Click on Continue button

How to set the Goal

Steps to set up the Goal: -

  1. Define the Event that you want to act as Goal.
Add Goal

Add Goal

  1. Click on the Continue button.
Click on Continue button

Click on Continue button

Create Playbook Notifications

Create your playbook notifications and define the sequence.

Steps to create your notifications: -

  1. Click on Add New button.
Click on Add New button to create notification

Click on Add New button to create notification

  1. Time your notification and enter the content and landing URL.
Create notification

Create notification

Note

Under the Advanced section, you can set a large image, button(s) and add UTM parameters for the notification.

  1. Click on Add Notification button to add more notifications.
Click on Add  Notification

Click on Add Notification

  1. Once you have created all the notifications, click on Continue.
Click on Continue button

Click on Continue button

Overview Your Playbook

The overview section gives you a cumulative view of your playbook by bringing together all the components you have defined. You can still edit the trigger, goal, and notification(s) before you save your playbook.

Note

Once a Playbook is saved you can't edit the Trigger and Goal but can modify the notifications.

Edit Trigger and Goal

Steps involved in editing the playbook trigger and goal in the Overview section are the same.

Click on the Trigger dropdown and click on Edit trigger. It will take you back to the trigger section from where you can modify your trigger.

Playbook Tigger code

Playbook Tigger code

Edit Notifications

You can edit the notifications in this section itself. Here are the things you can do with your notifications: -

  1. Toggle notification on or off.
    You can click on the toggle next to the notification turn it on or off.
Notification toggle

Notification toggle

  1. Edit or delete an existing notification.
    Hover over the notification you want to work on and edit and delete icons will show up. You can click on either of these icons and edit or delete the notification.
Edit of delete your notification

Edit of delete your notification

  1. Add Notification
    Click on the Add Notification button and you can compose a new notification and add it to the playbook flow.
Add notification

Add notification

Activate your Playbook

Follow these steps to activate the playbook: -

  1. Toggle on the Publish option and click on Save & Exit.
Toggle on the Playbook

Toggle on the Playbook

  1. Click on Publish & Exit
Publish the Playbook

Publish the Playbook

  1. Go to your Playbook section and click on View
View the Playbook

View the Playbook

  1. Click on the Trigger dropdown and Copy the trigger code. You can copy the Goal code the same way.
Copy Trigger code and paste it on your website

Copy Trigger code and paste it on your website

  1. Paste and save both the Trigger and Goal code on your website's HTML to activate the playbook.

Note

Place the trigger and goal code with the event that defines the trigger and goal respectively.

For example, let's say the Trigger event for your Playbook is product_viewed and Goal event is product_purchased. In this case, you would have to place the Trigger code along with the event that indicates that your product has been viewed. Likewise, the Goal code needs to be placed next to the event that indicates that the viewed product has been purchased.

Modify an exiting Playbook

Once a playbook is published you can not change its Trigger and Goal but you can edit notifications by modifying their content and sequence.

To edit an existing playbook go to the Playbooks section, select the playbook you want to modify and click on View.

View your Playbook

View your Playbook


Create Playbook From Scratch


Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.