Tutorial: Create an onboarding playbook

This tutorial demonstrates how to create a playbook. There is also a tutorial video on setting up your first playbook here.

Prerequisite

• You have an Amity user with administrator role

Step 1: Create a new playbook

1. Navigate to the Settings app and click on Playbooks under the Configuration heading.
2. Click the grey plus button on the top right to add a playbook.
   
   
   
   
3. Under Details, enter a name (e.g. "Onboarding"), a description, and an overall deadline for the entire playbook (e.g. 21 days).
   
   
   
   
   

Step 2: Lifecycle

1. Under Lifecycle, select the Associated Stage for your playbook. For an onboarding playbook, select the "Onboarding" stage. 
   • Don't forget to check the box that says "Update Account".
2. Under Stage Outcome, select the appropriate next stage (e.g. "Adoption").
3. Under Next Playbook, you can select which playbook will follow the onboarding one. 
   
   

Step 3: Stage 1

1. Under Stages, click "First Stage" to edit.
2. Name your first stage (e.g. "Welcome") and give it a description.
3. Fill in the deadline with how many days this stage should take overall (e.g. 2 days).
   
   
   
   
4. Click the grey plus button beside Task Templates to add tasks to your first stage.
   
   
   
   
5. Fill in the description for each task.
6. To track the tasks, choose a "type" from the dropdown menu in the task editor.
7. Write how many days this task is due in.
8. Click Add in the bottom right to create the task. 
   
   
   
   Here are some example tasks for the Welcome stage:
   
   • Task 1: Send welcome email (due: 1 day)
   • Task 2: Send onboarding invitation to key contacts (due: 1 day)
   • Task 3: Complete onboarding call (due: 2 days)
     
9. Click Save in the top right to save all your changes to the stage. 
   
   

Step 4: Stage 2

1. Click the grey plus button on the right to add a new stage. 
   
2. Fill in the name (e.g. "Set-up"), description, and deadline (e.g. 10 days) like you did for Stage 1.
3. Create tasks for the Set-up stage using steps 4-8 from Stage 1.
   Here are some example tasks for the Set-up stage:
   • Task 1: Account configuration setup (due: 5 days)
   • Task 2: Account configuration milestone email (due: 10 days)
   • Task 3: Team logins sent (due: 1 day)
4. Click Save in the top right to save all your changes to the stage.
   
   

Step 5: Stage 3

1. Create a stage.
2. Fill in the name (e.g. "Training"), description, and deadline (e.g. 10 days).
3. Create tasks for the Training stage using steps 4-8 from Stage 1.
   Here are some example tasks for the Training stage:
   • Task 1: Schedule champion training call (due: 3 days)
   • Task 2: Schedule team training call (due: 5 days) 
   • Task 3: Send onboarding milestone email (due: 10 days)
4. Click Save in the top right to save all your changes to the stage.
   
   

Step 6: Stage 4

1. Create a stage.
2. Fill in the name (e.g. "Complete") and description. In this stage, a deadline and tasks aren't necessary. The stages in your final onboarding playbook may look something like this:
   
3. Click Save in the top right to save all your changes to the stage.
4. Click Save in the top right to save all your changes to the playbook.
   
   

Bonus Step: Automatically create a play in this playbook 

This step is not necessary to create a playbook, but it is useful if you want a play added to the onboarding playbook automatically.

1. Navigate to the Settings app.
2. Click on Rules under the Automation heading.
3. Click on the grey plus button in the top right to bring up the Rule Editor page.
4. Name your rule and add a description.
5. Under Conditions, set the trigger to "when an account is created".
6. Under Actions, set type to "Add a play" and select the Onboarding playbook from the dropdown menu.
   
7. Click Create in the top right corner to save and implement this rule.
   
   

Want to learn more?

For more detailed information on using rules in Amity, check out this article; or, read this article to learn more about playbooks.