Use Playbook Template

You can create Playbook from scratch or use the pre-designed Playbook Templates. Templates are created to address industry-specific use cases and have a fixed Trigger and Goal and a set of customizable notifications.

If your website is built on a CMS platform that integrates with iZooto via an extension, Templates will automatically get activated. On the other hand, if your CMS does not integrate with iZooto or you have a custom website you can use the Templates by manually placing the Template Trigger and Goal code on your website.

Note

Each template can be used only once.

How to Use Playbook Templates

Working with templates is very similar to creating a playbook from scratch. This is how you can use a Playbook Template: -

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

Create new Playbook

  1. Click on the industry you want to choose.
Select industry

Select industry

  1. Select the template you want to use, click on Use this Playbook.
Click on Use this Playbook

Click on Use this Playbook

  1. Click on the Next button.
Click on New button

Click on New button

  1. Go to the Notification section and modify your notifications if you want to make any changes.
Edit notifications

Edit notifications

Note

If your website is not integrated with iZooto via a plugin you can make change the Personalization Properties.

  1. Click on Continue button
Click on Continue button

Click on Continue button

  1. To publish the template under the Overview tab, toggle on the Playbook and click on Publish & Exit button.
Toggle on the Playbook and Publish

Toggle on the Playbook and Publish

If you are integrated with the iZooto plugin, once you publish a template it will get activated on its own. If not you would have to copy and paste the Trigger and Goal code on your website's HTML file. To activate the template in this case you can follow the same steps that are required to activate a playbook you have created.

After saving the template you can still edit the notifications, but none of the other elements can be changed.

Industry Specific Templates

Here is a list of the industry-wise templates you can use right away: -

Industry
Template Name
Purpose

General

Welcome Your Subscribers

Greet your new subscribers with a welcome message and set the first impression right.

Ecommerce

Recover Abandoned Carts

Engage with your abandoned cart subscribers and bring them closer making a purchase.

Ecommerce

Retarget Product Viewers

Engage with subscribers who have viewed a product and bring them back to your store.

Ecommerce

Engage Collection Visitors

Engage subscribers who have visited your collection and bring them to your store.

Hospitality

Recover Hotel Bookings

Engage subscribers who have abandoned their hotel bookings to complete purchase.

Travel

Recover Flight Bookings

Engage subscribers who have abandoned their flight bookings to make the purchase.

Updated 3 months ago


Use Playbook Template


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