About the Account Lifecycle Events playbook

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • The Account Lifecycle Events application enables technology industry providers to define a structured, repeatable, onboarding experience. The Account Lifecycle Events application enables collaboration, transparency, and insight for both internal staff members and external customers involved in the onboarding process.

    Account Events Lifecycle playbook

    For a detailed description of the playbook, see Using the Account Lifecycle Events playbook.

    Playbook overview

    A playbook visualizes a workflow in a simple, task-oriented view. The workflow for a playbook is generally created in Workflow Studio. A playbook takes a workflow and breaks it into multiple stages. Stages can also include automated activities, such as sending an email to a customer when a stage or activity is complete. Each stage in a playbook includes the following:
    • A list of activities that you review.
    • Status indicators that display the current state of each activity.
    • Check marks that indicate where you are in the workflow.
    As you mark an activity complete in a stage, you move to the next activity. You can save an activity at any time and return to the playbook later. After you complete all the activities in a stage, you move to the next lane. As you complete activities and lanes, the status is reflected in the contextual side panel. An Activity log in the contextual side panel shows all the data that you’ve entered for each activity.

    Playbook layout

    A playbook is made up of several areas, including the playbook lifecycle, the playbook work area, and the contextual side panel. The activity view determines how the stages and activities appear in the playbook. The layout consists of the following:
    • Playbook header
    • Playbook lifecycle
    • Playbook work area
    • Contextual side panel

    The activity view determines how the stages and activities are displayed in the playbook. The playbook lifecycle displays either the stages or the stages and activities included in the playbook, depending on the configured activity view. For more details, see Playbook life cycle.