November Release: All About Playbooks

We’ve been working with customers and in-house experts, building playbooks to help you automate low-value work and drive better performance. At the same time.

Think of them as a checklist of objectives, how-to details, and specific procedures you can follow to run legit, high-performing campaigns.

New to Platform

This month, we released a bunch of playbooks:

Title	Key play overview
MetaMatch for YouTube Ads ft. LaunchDarkly	The challenge with YouTube is native targeting can be pretty broad, and most B2B marketers are interested in targeting a specific list of accounts. This is where leveraging Metadata’s MetaMatch audiences is key.
Activating Qualified.com Intent with Metadata ft. Qualified	Qualified leverages Metadata with Qualified to dynamically target surging accounts based on engagement/research intent across Facebook, LinkedIn, and Display.
Brand Search ft. Metadata	If you’re not going on the offensive and protecting your brand, then competitors could be taking advantage of this opportunity and appearing in front of your customers/prospects. Here's how to run brand search campaigns.
Non-Brand Search ft. Metadata	Drive net new acquisition and reach new potential customers with a Non-Brand search campaign.
ABM Search ft. Metadata	Use this playbook to address appearing when prospects from your target accounts are searching on Google to drive awareness/acquisition then this playbook is worth considering.
Search Remarketing ft. Metadata	Build campaigns that focus on appearing only when prospects who’ve engaged with you online are searching on Google then this playbook is worth considering.
Handling Inbound Leads ft. Metadata	Most people are hard to convert, even if they did raise their hand. You have to find a way to stand out! And, you CAN do it — just takes a little extra effort, personalization & some razzle-dazzle.
In-feed Incentivized Demos ft. Metadata	Using incentivized offers to generate demos has been a key tactic for pipeline generation for us, the challenge was scaling incentives outside of Conversation Ads.Thankfully this playbook has been a massive success.

Now lets all collectively freak out because this is awesome:

(tis the season for an Elf gif, right?)

FAQs

Where can I find playbooks on the platform? 

You'll see the icon for playbooks on the left rail at the bottom.

Can I share playbooks with my team?

Yes, you totally can. These links are public.

How do playbooks fit into my learning about Metadata?

Here's how we recommend using our learning resources:

We recommend starting with Metadata Quickstart located in Metadata's "announcements" area.
Once you feel comfortable, dig into some of the training videos on the playbook tab to ensure you feel confident.
Then head to playbooks to build strategic campaigns.
While you explore Metadata, use our contextual help scattered across the platform for deeper insights into specific features.

What's the broader vision for playbooks?

As we continue to build out our vision for playbooks, they'll help power Metadata becoming more self-serve which will ultimately give a ton of power to B2B marketers.

For the highest level vision, check out the announcement from DEMAND 2022 from Gil, our founder, and Jason, our VP of Marketing here. 

How many are you planning to release? 

We're going for 20 by the end of January. 

Upcoming topics include web personalization, paid social retargeting, in-feed incentivized demos, lookalike audiences, creative strategy, and more.

How can I help build a playbook?

We'd love for you to be involved with building playbooks. There are three ways to do this:

1. Join Metatesters
2. Reach out to your CSM
3.  Email Silvio at [e-mail]

Have a question? Reach out in the DEMAND Community or shoot an email to Silvio.