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DocumentationExperience PlatformÃÛ¶¹ÊÓƵ Experience Platform Use Case Playbooks

Create, share, and reuse playbook instances

Last update: Wed Jun 19 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Developer

To use a playbook, navigate to Use Case Playbooks > Playbooks. Browse and use the various searching and filtering options on the page to select and get started with a specific playbook.

Create a playbook instance create-playbook-instance

Before creating a playbook instance, explore the available playbooks to choose the right playbook. When you are ready to proceed with a playbook and create an instance, select Create Instance to proceed with the playbook and generate technical assets.

Create an instance of a playbook.

This action generates several assets for you to use to achieve the use case described by the playbook.

Playbook view of generated assets after being enabled.

Use the configuration controls to edit instance names and descriptions edit-instance-metadata

After creating an instance based on a playbook, you can personalize it to distinguish it from other instances created from the same playbook. Select the configuration control as shown below. Edit the name, description, and notes and select Save when you are done.

Edit name and description of an instance.

Understand the generated assets understand-assets

IMPORTANT
No need to worry! This is a safe space to experiment and you can’t break anything. There is no data associated yet with any of the assets that you create. You must first ingest data in order to achieve the use cases.

It is important to understand that the generated assets differ based on the use case you are enabling:

  • Different assets are generated for different types of playbooks. These assets are created specifically for the use case achieved through the playbook. For example, a playbook generates a schema, an audience, a journey, and messages. Another playbook generates a schema, an audience, and a destination to activate data to.
  • The assets themselves differ between playbooks. For example, for the Send A Birthday Message To Guests playbook, the audience that is created has the rule birthday=today AND year=any.

To illustrate an example, for the Abandoned Cart: Merchandise playbook, you can see that a specific journey is created that includes the messages created for this use case.

Journey created from use case playbook.

Use and edit the generated assets use-and-edit-assets

As you explore the assets that get generated after you create an instance of a playbook, you can edit any of the assets created.

If either you or someone on your team create another instance of the playbook, the edited assets are kept and new assets are created for the new instance of the playbook.

The behavior described above is true for all assets that get created, except for schemas. In the case of schemas, new schemas are not created when a new instance of a playbook is created, so you will be using the edited schema from another instance of the playbook in the newly created instance.

TIP
Test in the development sandbox, and move to production when ready.
Once objects are generated, you can continue to test in the development sandboxes by adding data. You can test the assets as long as you want in the development sandbox and you can replicate the asset logic (audience definitions, journeys, schemas, and so on) in the production sandbox when you are ready. You can move to the development sandbox and then to the production sandbox by using the data awareness functionality.

Reuse playbooks reuse-playbooks

By creating multiple instances of the same playbook, you can implement the same use case later, without modifying the details of your previous implementation of the use case.

Share the playbook and the generated assets with other team members share-playbook

You can share the generated instance and assets with other team members. To do this, copy the URL link from the browser and share it with your team to give them an overview of the generated assets.

URL highlighted in a use case playbook view.

Video walkthrough of the end-to-end playbook process

Watch this video to learn how to discover, create, publish, and troubleshoot instances of a Use Case Playbook from end-to-end, as well as how to copy the assets generated by the playbook into other sandboxes set up in your organization.

Transcript
Hi! I’m excited to show you how to use use case playbooks from end to end. I’ll show you how to discover and quickly implement lightweight use cases to accelerate your time to value and take advantage of your multi product investment. Playbooks are designed for marketing campaign analysts, marketing operations professionals, data engineers, and related personas. Anyone who needs to build out a marketing use case. If you are a marketer at a company who just purchased real time customer data platform or Journey Optimizer, use case playbooks will give you the opportunity to play around and learn about building audiences and journeys so you’re ready to get started after your data has been ingested. If you’re an existing customer who’s been using the applications for a while, playbooks may give you inspiration for some new things to try and get more value out of your investment. I can see playbooks in the left navigation of both the Experience Platform and Journey Optimizer interfaces. Playbooks can be browsed from the left navigation by all users in all sandboxes without When I select playbooks, I’m taken to the gallery screen where I can browse dozens of use cases and easily filter them based on products, industry, or marketing channel. You can search for playbooks or switch to a list view. Click on one of the cards to go to the playbook page. In the playbook page, I can see what this playbook does. The market art goal, industry targeted persona, and required product. Well, all users in all sandboxes can browse playbooks. Only users with specific permissions and a special type of sandbox called an inspiration sandbox can create an instance of a playbook. So you may see several different options on this screen. Because I have an inspirational sandbox configured. I see the Create Instance button. And since I’m already in the inspirational sandbox, I can create the instance right away. If I were browsing playbooks in a different sandbox, I would get a modal asking me to switch to my inspirational sandbox before I could create the instance. If you don’t have an inspirational sandbox yet, you’ll see a button prompting you to create one. Please follow the steps in the configuration video or documentation to create the inspirational sandbox. If the Create an Inspirational Sandbox button is grayed out, that means you need to find a product administrator who can create that inspirational sandbox for you and assign you access. Next is a little mind map explaining how the playbook works at a high level. The mind map will hopefully facilitate some ideas. A marketer might think about the ideal definition of abandoned browse at their company. Is it 30 minutes? Should it be an hour? 12 hours? You can customize the instance of the playbook after you create it.
Down below, there’s a longer description. The target audience, marketing channels used, and the technical assets that will be generated. We’ve already generated multiple instances of this playbook. Let’s take a look at one of them.
This playbook has generated a journey a profile schema, an event schema, a segment and messages. I can open the journey, make changes, and save it. I can then come back to the instance and change the instance name so I can distinguish it from other instances, and know that it’s the one with my customizations.
Now remember, use case playbooks isn’t a feature that exists in every sandbox. It only exists in a special playbooks sandbox, which an admin in your company needs to configure. Think of it not like a production or a development sandbox, but as an inspirational sandbox. If you want to use these assets in your real marketing, you need to publish them to one of your real sandboxes. So let’s do that. I’ll click the publish button and then I’ll create a package. Now I’ll go to sandboxes packages and publish the package. Now my package can be imported into another sandbox. So let me go ahead and do that. Playbook packages can only be imported into development sandboxes. This is to help enforce best practices so that you really test them out with your actual schemas, and test data before you move them into your production environment. I’ll choose my target sandbox and select next. So the first thing I need to do is map the profile and events schemas to my actual schemas. I’ll select the schema I want to map to, and then I get the schema mapper interface, which is where I can map from field to field. On the left are my playbook fields, and on the right are the fields in my target schema. Now that will only import the fields actually used in the playbook. Not everything that was in the playbook schema. In this case, I’m already using fields with the same xdm paths, so it’s auto detected them. If you don’t use the standard xdm fields in your organization here, you could choose different fields that you want to map to you. Now let’s map the events schema.
I get a warning here, but I’m going to ignore it and save and then finish. We can see the package has been successfully imported into my schema. Now we can go to journeys, audiences or schemas, edit things some more, test things with sample data, and then we can finally move things to production.
Now, before we wrap up, I just wanted to say a few things about some messages you might get when creating an instance. If you try to create an instance of the playbook and get this message, it’s because Journey Optimizer playbooks create messages for email, push and SMS channels, and this message means that at least one of these channels has not been defined in your playbook sandbox. That’s fine. Maybe you don’t do push messaging. You can still create the instance of the playbook, but you should probably remove the push branch of your journey before packaging up the instance. If you get a failed message when you try to create an instance, it’s usually because you don’t have the right user permissions needed. A playbook contains a lot of different assets, and your user needs permissions to create those assets in order to be able to create the instance of the playbook successfully. So see the configuration, video or documentation for more information on resolving that. Thanks and enjoy the feature.

Next steps next-steps

By reading this guide and the one about discovering the right playbook for you, you now know how to interpret the various sections of a playbook and how to use the assets that get generated after you create an instance of a playbook.

Next, you can browse the playbooks catalog to find the right playbook for your use case and read the troubleshooting guide if you encounter any issues.

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