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james_whitehead
james_whitehead
Contributor ⭐️⭐️⭐️⭐️⭐️
August 8, 2019
Solved

Applying playbook to success plan objective: No playbooks are shown as available

  • August 8, 2019
  • 7 replies
  • 265 views
Good morning-

I'm building some test Success Plans in preparation for launching our first ones later this month and have run into an issue:

We're on Relationships. I built a Relationship-level Testing success plan, added an Objective, and attempted to map a playbook to it.

No playbooks are available, even though we have a lot of Relationship-level playbooks built.

What would be causing this?

Thanks

-Jim





Best answer by kate_green
Hi Jim - the playbooks also need to be of the Type: Objective. Is this the case?

7 replies

faust_belarmino
faust_belarmino
Helper ⭐️⭐️
August 8, 2019
@james_whitehead The playbooks need to be built on the correct Relationship type. Did you make sure that the playbooks and success plan templates you're creating are on the same Relationship type?

    james_whitehead
    james_whiteheadAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    August 8, 2019
    Hi Faust-

    Absolutely! We have one Relationship Type, and that's "Products".

    Thanks

    -Jim

    kate_green
    kate_greenAnswer
    Helper ⭐️⭐️
    August 8, 2019
    Hi Jim - the playbooks also need to be of the Type: Objective. Is this the case?

      james_whitehead
      james_whiteheadAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      August 8, 2019
      Katie: Thank you! The training video here:

      https://education.gainsight.com/admin-success-plans-sf-nxt/315469

      Doesn't specify that the Playbook must be an Objective.

      Thanks for that tip, that worked!

      -Jim

      kate_green
      kate_green
      Helper ⭐️⭐️
      August 8, 2019
      No problem, thanks for the feedback! @lila_meyer

      Here in the documentation it refers to making a playbook available for Objective or ALL CTA types.

        lila_meyer
        lila_meyer
        Gainsight Employee ⭐️⭐️⭐️
        August 8, 2019
        Feedback for the training team @elaine_cleary

        Lila Krutel, Dir. Global Education Services
          lila_meyer
          lila_meyer
          Gainsight Employee ⭐️⭐️⭐️
          August 8, 2019
          @sai_kumar_rachamalla Can you review the article link that Kate shared above and confirm if the statement "*Playbooks must be set to work with All CTA types in order to be available to Objective CTAs." needs to be revised?

          Lila Krutel, Dir. Global Education Services
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