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Removing Playbooks via Mass Edit

  • March 3, 2016
  • 2 replies
  • 46 views

dan
  • Contributor ⭐️⭐️
We had a User create a reoccurring Event CTA with a playbook attached, but used the wrong one. Is there a way to use Mass Edit or another method to Remove / Replace / Add Playbooks in bulk?

2 replies

dstokowski
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  • Gainsight Employee ⭐️⭐️
  • March 3, 2016
This may help guide you
https://community.gainsight.com/gainsight/topics/use-mass-edit-to-add-playbooks

It is a solution requiring you to modify the playbook ID on the backend.

andreammelde
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  • Helper ⭐️⭐️
  • December 7, 2020

the page on the link no longer exists @dstokowski