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Email Video Integration

Making an email standout among the massive amount of emails your prospects are getting is essential in getting email responses. With the new Vidyard GoVideo integration, all InsideSales.com customers now have access to imbed personal video messages into their emails. This integration is free to all Playbooks customers.


Enabling Video Integration
The Vidyard GoVideo email integration can be enabled or disabled on a per-permission group level. To change the availability of this feature, simply edit the permission group and change the toggle for "Add Video to Email" permission.

Upon release, all permission groups will have this permission ENABLED by default. If you do not want this functionality enabled, you will need to manually disable it.


Adding Videos to Email
Once the "Add Video to Email" permission has been enabled, users will see a new add video icon anywhere an email is written - while editing a template, creating an email play step, or while composing an email.

When the add video button is pressed, a small video experience will open. At this time, a user will be sent through a quick Vidyard GoVideo setup experience. Users can easily record new videos, or use existing videos in their emails.


Integration Notes

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Lock Email Templates

Based on guidance from your compliance department, there may be certain emails that should not be altered prior to sending. For example, there may be a template that offers customers a promotional rate of 40% off. The compliance department has instructed reps to not change anything about the email.

With the new Locked Email Templates feature, managers can set an email template as locked. When a rep uses a locked email template, they will be unable to alter the content of the template prior to sending.


Setting a Locked Template
To set a template as locked, simply edit the template and set "Allow Team(s) to edit template" to disabled. All existing and newly created templates are set to allow editing prior to sending.

Using a Locked Template
When a rep loads a locked email template, a notification is displayed letting them know that the currently selected template cannot be edited because it is locked. If the template has merge fields that did not successfully populate, they will be shown an error and instructed to choose a new template. Assuming there are no issues with merge fields, a rep can simply press the send button.

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Report List Import

Users can now import records directly from reports within their CRM using the new report import functionality. This is useful in situations where Marketing provides reports for reps to work, or in instances where a rep needs to cross-object filter to find the desired records.

Importing From a Report
When a user loads a report in their CRM they will now see checkboxes down the side of the report and a new green "Add to Playbooks" button. To import records, check the boxes for the desired records and press the "Add to Playbooks" button.

Report Eligibility
For Playbooks to properly identify a record to import, it is important the the first column in a report that contains a name or recordID is the record that should be imported. 

For example, a report may have an Opportunity Name and Contact name on the same row - the Contact Name must be first for Playbooks to detect the correct record.

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Account Play Updates

With the recent release of Account support in Playbooks, a handful of customers asked for several improvements around how it worked. With this release, these two improvements have been made:

Edit Contacts: While looking at contacts on the account, reps can click an edit button to be brought to the edit prospect screen, enabling them to alter things like phone numbers, titles, or email addresses.

Refresh Contacts: While looking at contacts on the account, a rep can now press a refresh button next to a prospect to retrieve the latest information for that contact from the CRM.

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TV Leaderboards - New Timeframes

Keeping reps motivated is an essential element of any successful sales team. TV Leaderboards now support showing daily, weekly, monthly, or quarterly counts of KPIs. For example, a manager can create a leaderboard that now shows Dial leaders for today, the week, the month, or quarter.

Setting TV Leaderboard Timeframes
To set a timeframe for a leaderboard, navigate to the leaderboard in the Manager App, click the leaderboard, and then click Edit Page

While editing the page, select the desired timeframe (Weekly, Daily, Monthly, Quarterly) and then press save.

When a leaderboard is launched it the page will show the timeframe for the specific KPI that is being tracked.

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Custom Gamification KPIs (For Dynamics & SAP Customers)

Playbooks automatically tracks a handful of different events that occur from within Playbooks, such as calls, emails, successes, and more. With this update customers using Dynamics and SAP now have access to create custom KPIs that track events that occur outside of Playbooks. For example, if you want to show who has closed the most opportunities from the CRM you can display that on a gamification leaderboard in Playbooks.

For information regarding setting this up for Dynamics or SAP, please contact your administrator.

This functionality already exists for Salesforce customers. You can find documentation for implementing this for Salesforce here.

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Inbound Call Paths

Ensuring prospects have a smooth experience when calling into the sales team is a key component of any sales team. The new drag-and-drop Inbound Call Paths enable managers to configure how to route inbound calls that come into the Playbooks system.

For example, a manager can configure a Call Path so that when a prospect calls into a sales number that a message is played to the prospect instructing them to press 1 to go to sales, press 2 to go to support, etc. Managers have complete flexibility around how each individual call is treated.

Creating Audio Recordings
Before creating a call path, be sure to create the messages that you want prospects to hear when they reach a Call Path. For example, you may want to create a recording that instructs a user to press 1 to go to sales, or press 2 to go to support.

New audio recordings can be recorded in the Playbooks Manager tool by going to the Settings tab, click Recorded Messages, click the green Plus to add a recording and follow the prompt.


Creating Call Paths
The Call Path determines how a call is routed when it reaches the Playbooks system. To create a Call Path, go to Settings and click Call Paths, then click the plus. 

Once the Call Path has been created, be sure to assign an inbound number to it so that callers can reach the Call Path. Contact InsideSales to get inbound numbers added to your account.


Available Routing Options:
There are five available options that can be added to a Call Path.

  • Menu: The menu option will play a message to a caller and give them an option to move forward in the Call Path to other options.
  • Record Call: The Start Recording option will start recording the call.
  • Stop Recording: The Stop Recording option will stop the recording of the call.
  • Forward Call: Sends the phone call to a phone number specified by the administrator creating the Call Path.
  • Play Message: Plays a message to the caller, instructing them what to expect as the call routes. An administrator will record and pick the message that is played.

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Other Product Updates

  • Added support for multi-selects in the call-log.
  • Improved the experience around deleting users vs removing them from teams.
  • Fixed a handful of issues with the expanded email editor screen.
  • Fixed a handful of issues with placeholder merge fields.



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