Create a Play

Article author
Brandan Blevins
Updated

Overview

Plays help you automate actions in Apollo that would otherwise require manual input. The automated steps include the option to add or remove contacts from sequences and lists and the ability to schedule tasks for your reps.

 
What's the Plan, Stan?

Access to plays depends on your Apollo plan. Refer to Apollo's pricing page for more information.

The following sections explain how to create and configure plays from an existing template or from scratch in Apollo. If you need more inspiration before starting with plays, check out Plays Overview for details about some of the most popular use cases.

Before You Create Plays

Before you start creating new plays, make sure you have set up and mapped the appropriate custom fields. For more information on how to do so, refer to Leverage Plays to Automate Your Workflow.

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Create a Play from an Existing Template

To create a play from an existing Apollo template:

  1. Launch Apollo and click Plays.
  2. Click All templates. Access templates,
  3. Browse through the play templates. When you find a template to use, click Try it. Select a template.
  4. Review the play summary and the actions you can automate. If you do not want to automate an action from the list, click the checkbox to deselect it. Then, click Create. Choose your automation options.
  5. Review the play to ensure that you agree with all configurations. If a section has orange highlighting, it requires action from you before you can proceed. The When, If, and Then sections in this article can help you better understand the available configuration and automation options. Review the play.
  6. When you have reviewed your play, click Save changes.

You've successfully created a new play from a play template.

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Create a Play from Scratch

To create a play without a template:

  1. Launch Apollo and click Plays.
  2. Click New play. New play button
  3. Click Create from scratch. Create from scratch.
 
Calling All Play Pros!

The play templates are here to help, not to hinder. If you know which actions you want to automate, click the Show when creating new play checkbox to stop the template library from appearing every time you create a new play. Show when creating new play checkbox

There are 4 settings to configure when you create a new play:

  • When: Decide whether you want the play to run on a repeat schedule or based on a specific event.
  • If: Apply filters to narrow down the specific people, companies, or deals that you want this play to target.
  • Then: Decide which actions you want to automate when your chosen conditions are met.
  • Play details: Enter a name and description for your play.

Refer to the following sections for help in configuring each setting.

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When

Click either Based on a trigger event or Based on a date or schedule to confirm when you want the play to run.

Choose when a play will run.

Event

If you are triggering the play based on an event, choose your target type and select an event.

Choose target type and event.

You can select multiple events for your play. To add more events, click Add event and use the drop-down fields to configure the details.

Add more events.

Use the Advanced options to limit how often the same contact, company, or deal should be added to your play.

The every time setting allows an entity to run through a play every time it meets the criteria for the filters. The only once setting limits a contact to run through a play one time. The once every setting allows an entity to run through the play when it meets the criteria for the filters at a time interval you specify.

Limit how many times an entity is added to the play.

Date/Schedule

If you are triggering the play based on a date or schedule, choose the start date, how frequently the play should run, and the end date. The start time for the play is based on your own timezone settings in Apollo, and not the timezones of the contacts you add to the play.

Schedule your play to run.

Use the Advanced options to limit how many contacts, companies, or deals should be added to your play, and how often the same entity should be added to a play.

The every time setting allows an entity to run through a play every time it meets the criteria for the filters. The only once setting limits a contact to run through a play one time. The once every setting allows an entity to run through the play when it meets the criteria for the filters at a time interval you specify.

Limit how many times an entity is added to the play.

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If

If you selected an event as your play trigger, the target type and and filter are already added. Click Edit filters to change your filter criteria.

Add filter button

If you selected a date or schedule as your play trigger, choose a target type, then click Add filters to show the complete list of filter options.

Add a target type and filters for your scheduled play.

 
Be Careful What You Wish For!

If you don't apply any filters, your play targets all contacts, companies, or deals. That's a lot to handle! Apollo recommends that you apply filters to segment your audience and target the specific types of entities to which the play is most relevant.

Select the filters you want to apply to your play. As you add filters, Apollo shows you a preview of the entities that would meet your criteria. Then, click Save filters.

Choose your filters.

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Then

There are several types of automations that that Apollo can run for you. The automations that will be available for a play are based on your selections for the trigger type and filters.

Choose your automations.

For most automations, you only need to make a few selections from drop-down fields to add the automation.

If you want to set up email alerts, click Send alert via email. Then, click the Email toggle to access the email alert settings.

Set up email alerts.

Toggle on the Send alert to your team via email slider, then click Save.

Send email alerts for plays.

 
Deals Automation = Your Elation

If you're currently updating your deals manually in Apollo, consider saving yourself some time and automating it! Plays enables you to create and update your deals using account-based and contact-based triggers.

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Play Details

In the Play details section, enter a name for your play. You can also add a description to help explain what your play automates, and save the play to a specific folder in Apollo.

Name your play.

You have now successfully created a play from scratch in Apollo.

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Edit Plays

To edit a play, launch Apollo and click Play.

To deactivate a play, toggle the play's slider off.

Deactivate a play.

To change a play, click additional options (...) button, then click Edit play. You can also use this drop-down to clone, move, or archive the play.

Additional options button on play homepage.

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