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

  • August 8, 2019
  • 7 replies
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james_whitehead
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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
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@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?

lila_meyer
james_whitehead
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  • james_whitehead
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  • August 8, 2019
Hi Faust-

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

Thanks

-Jim

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

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

Lila Krutel, Dir. Global Education Services
james_whitehead
lila_meyer
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  • 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
james_whitehead
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