Playbooks
Goal-oriented walkthroughs that combine Scrollmark features into real outcomes.
Most docs answer "what does this button do?". Playbooks answer "how do I actually do the thing?" — from trigger to published journey, with tips from teams that have already done it.
Each playbook chains together features from across the platform (journeys, inbox, audience, integrations) into a single end-to-end workflow. Pick the one closest to what you're trying to accomplish.
Keyword-to-DM flow
The most common Scrollmark play — DM us SURPRISE for a discount — built in under ten minutes.
Comment-to-DM converter
Reply publicly to a comment, then slide into the DM with the real offer.
Lead qualification funnel
Ask qualifying questions via quick replies, collect email or phone, export to your CRM.
Launching AI replies safely
Ramp from full human approval to hands-off AI — without surprises.
How to use a playbook
Each playbook follows the same structure:
- What you're building — the outcome in plain English.
- Step by step — the exact sequence of actions in Scrollmark.
- Tips — lessons from teams who've run the play before.
- Related pages — links to the reference docs for every feature mentioned.
You don't have to follow them exactly. They're starting points — customize the triggers, swap the copy, add branches that fit your brand.
Have a playbook idea?
If there's a workflow you've nailed inside Scrollmark and want to share, email playbooks@scrollmark.com. We'll co-write it, ground it in the real product, and ship it with credit.