Manage Playbooks

1. Navigate to Library Content > Playbooks.
2. Click Create Playbook.

3. Provide the following information:

   Parameter	Type	Description
   Name	Text	Internal identifier for this playbook.
   Display Name	Text	[Optional] Partner-friendly display name for this playbook.
   Effective Date Begin	Date Selector	[Optional] When this playbook will be available for partners in the portal.
   Effective Date End	Date Selector	[Optional] When access to this playbook will be revoked.
   Description	HTML	Information describing the purpose and high-level information about this playbook.
   Thumbnail	File Upload	[Optional] The image that identifies this playbook.   Upload an image - maximum file size 2MB.
   Partner Groups	Dropdown list	[Optional] Specify the partner group(s) that will have access to this playbook. Alternatively, click Advanced to set up a custom partner configuration for this playbook only.
   Tags	Checkbox	Choose the tags (of type Library Content) with which to categorize this playbook.
   Enforce partner filters from individual assets	Checkbox	Enable this option to have the partner filters set for each asset you add to the playbook dictate what content each partner sees when they access the playbook. Note This option needs to be enabled on your system - submit a request to your Unifyr team if you want to take advantage of it. If this option is disabled, an individual asset's filters are ignored - all partners that have access to a playbook can see all the content it contains.

4. Click Save.

Follow these steps to manually add collateral to a playbook. You need to have created collateral assets before you can add them to a playbook.

1. Navigate to Library Content > Playbooks.
2. Click on the name of the required playbook to open it for edit.
3. Click Add Collateral.

4. In the Add Collateral screen, select a Content Type. The options available will depend on your organization's implementation. A list of content displays.

    

5. Click on each item you'd like to add to the playbook. The asset is checked in the list and shown as Selected at the bottom of the list - click the X next to it if you want to remove it again. If an asset was added during a previous edit, it has the label Already Added.
6. [Optional] Repeat the process as required, to add all the content for the playbook.
7. Click Add Selected. The assets are listed in the Associated Collateral area of the playbook details.
8. [Optional] Click Publish to make the playbook available in the portal - ensure that you have the Collateral page or bundle in the portal site navigation.

A collateral rule automates the addition of content to a playbook, with a rule based on content types and, optionally, content tags. Whenever an asset of the specified content type, and tags if applicable, is created, it is automatically added to the playbook.

1. Navigate to Library Content > Playbooks.
2. Click on the name of the required playbook to open it for edit.
3. In the Collateral Rules area, click Add Rule.
4. In Add Collateral Rule, select a Content Type. The options available will depend on your organization's implementation. A list of tags (your tags of type Library Content) displays.

5. [Optional] Select the content tags you want to watch for, if available.

    

6. Click Save to save the search parameters as a new collateral rule. Any items added in the future that meet the same criteria will be added to the playbook automatically.

You can change the order in which collateral items in a Playbook are displayed in the partner portal.

1. Navigate to Library Content > Playbooks.
2. Click on the name of the required playbook to open it for edit.
3. Scroll down to Associated Collateral.

4. Drag and drop collateral items as required, to give the correct order.

    

1. Navigate to Library Content > Playbooks.
2. Click on the name of the required playbook to open it for edit.
3. Scroll down to Associated Collateral.
4. Click the X to the right of the collateral item you want to remove from the playbook.

Publishing a playbook means making it available to partners in the partner portal. 

1. Navigate to Library Content > Playbooks.
2. Click on the name of the required playbook to open it for edit.
3. Click Publish. This makes the Playbook available for display on the portal. Note: The option isn't available if the playbook contains no collateral assets.
4. Eligible partners will be able to view the playbook from the Browse Playbooks page as long as the current date is between the playbook's Effective Date Begin and Effective Date End dates.

You can archive a Playbook if it isn't currently published for partners.

1. Navigate to Library Content > Playbooks.
2. Click on the name of the required playbook to open it for edit.
3. If the playbook is currently published, click Unpublish. 
4. Click Archive. 
5. You're asked to confirm that you want to proceed with the action - click Yes to continue. The playbook moves to the status Archived. You may need to update the Status filter in the Playbooks listing to show it, as archived items are excluded as a default.
6. You can choose Unarchive to revert the action if required.

You can get some basic information about the usage of your Playbooks.

1. Navigate to Library Content > Playbooks.
2. Click on the name of the required playbook to open it for edit.
3. This information is available:
   • Assets in Playbook - The number of content items in the playbook
   • Total Downloads - The total number of downloads of the playbook
   • Partners with Downloads - The number of partners that have downloaded the playbook