Manual triggering

Manual triggering

Generally speaking, your Playbooks are triggered according to the trigger you've defined - except in the case of manual triggers. However, it is possible to force a Playbook to be triggered from time to time.

You can then select a particular customer and trigger your Playbook by clicking on "Run Playbook" :

Alternatively, you can target all customers who match one or more conditions. In the example below, I want to target all customers who are in "Run" and belong to my "High-Touch" segment. Once you've defined your criteria, click on "Preview Targets" to preview the accounts you're about to target, then click on "Run Playbook" to confirm.