How do I use Signals Playbooks?

What are Signals Playbooks?

Signals Playbooks are a continuously growing collection of ready-to-use business solutions that include both business use cases and Signals report templates. They are a speedy and efficient method to generate valuable Signals reports by entering basic parameters. There is a variety of Playbooks, including Competitive Analysis and Single Topic Report, which are designed to assist you in identifying critical insights and provide a thorough overview of your business problems and use cases. Playbooks make Signals a unique, valuable resource for businesses of all sizes and types.

You can use the enhanced search feature to locate a Playbook that meets your unique needs. This tool searches the name of the template as well as descriptions and keywords associated with each Playbook. This feature, coupled with the Playbooks library, provides you with a comprehensive resource for gaining valuable insights into your work.

What is included in a Playbook?

Each Playbook includes a detailed description that covers the following areas:

• The business problem or use case that the Playbook provides a solution for.

• Key insights that can be drawn from the resulting report (Key Insights section).

• How the knowledge gained from the report can benefit future campaigns (Campaign Benefits section).

• The specific role or team the report is intended for (This Playbook is Best for section).

• Instructions on how to create the report (Getting Started section).

You also have the option to preview a report example by selecting View Demo located at the top right corner. This option lets you ‌evaluate whether the output meets your needs before creating your own report.

How do I use Signals Playbooks?

Finding the right Playbook

Use the enhanced search feature to find a Playbook that addresses your specific needs by checking for the name of the template as well as descriptions and keywords associated with each Playbook.

Creating a report from a Playbook

The process of creating a report from each Playbook is unique and tailored to the specific use case. When you click Use Report, you're guided through a wizard that's designed to match your needs. Here's an example of this process:

What if there isn't a Playbook for my Use Case?

We highly encourage you to let us know if you can't find a Playbook that addresses the needs of your use case. You can do so by using the Suggest a Change button. By selecting this button, a form is activated and lets you tell us about the problem you are trying to solve with Signals Playbooks. We value your feedback and strive to continuously improve the platform!