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.

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.

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

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

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.

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

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

How to set the Goal

Steps to set up the Goal: -

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

2. Click on the Continue button.

Create your playbook notifications and define the sequence.

Steps to create your notifications: -

1. Click on Add New button.

2. Time your notification and enter the content and landing URL.

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

4. Once you have created all the notifications, click on Continue.

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.

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.

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.

2. 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.

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

Follow these steps to activate the playbook: -

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

2. Click on Publish & Exit

3. Go to your Playbook section and click on View

4. Click on the Trigger dropdown and Copy the trigger code. You can copy the Goal code the same way.

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