About Playbooks

Playbooks allow you to provide partners with sets of complementary content that they can use individually or in combination. They also help you manage your digital assets, for example by seasonal theme or product line. 

Playbooks are most strongly associated with the Enable stage of the partner journey when they need to efficiently communicate your marketing messages to customers. By delivering this content through playbooks, you can ensure that your partners have everything they need available in one place when the time comes for them to communicate with prospects and customers. Content is standardized across all eligible partners.

One of the most powerful applications of playbooks is to create sales playbooks that align with the customer journey.  This allows partners to quickly access the different media resources and collateral that you produce and distribute them to prospects at the right time. 

Intended Audience

Channel Sales Leader, Partner Marketing Director, Partner Channel Sales Director, or Partner Channel Account Manager.

Before You Begin

• Add Playbook pages or widgets to your partner portal site. These options are available:
  • Add the Collateral Feature Bundle to your site navigation. This includes the Browse Collateral, Browse Playbooks, and My Collateral pages, where your partner can find, download, and use the content they need. For more information, see Feature Bundle: Collateral and Manage Site Configuration and Navigation.
  • Add the Browse Playbooks feature page to the site navigation as a standalone page, to allow your partners to browse all the playbooks for which they are eligible.
  • Add the Collateral Program Dynamic Content widget to a Custom Page in your portal. This widget provides access to a single specified playbook. For more information, see Add Dynamic Content.
• Add Collateral to the Collateral Library. Although you will be able to create your playbooks without pre-existing collateral in the library, we recommend creating individual pieces of collateral and then creating the playbook or container for the content. For more information, see Add/Manage Content in the Collateral Library.
• Have content tags ready, of type Library Content:
  • Categorize your Playbooks
  • Categorize your Collateral assets for you and your partners, and can be used as the basis for rules that auto-populate a Playbook with Collateral assets.

Related Topics

• Manage Content in the Collateral Library
• Feature Bundle: Collateral
• Manage Site Configuration and Navigation.
• Add Playbooks Pages to Custom Pages