How to create a Playbook?
Step #1: Define which entity are you going after
Toplyne works with both users and accounts. Based on the selected entity, Toplyne will recommend segments which are most suited for your goal
Step #2: Select a goal
Let us know your growth goals.
Want to "Convert free users" or "Increase engagement"? We will recommend best suited segments
Step #3: Select target Toplyne customer segment
Select which Toplyne customer persona you want to go after
Step #4: Filter for business context
Further refine your target leads based on your business context.
Want to target only those users who were active in last 2 weeks or those users who performed a certain action? We got you covered
Step #5: Sync with GTM applications
Select GTM destination you want your selected leads to. Map fields in Toplyne to fields in the destination
Updated 7 months ago