Use a batch to start the same published Playbook for multiple clients. Preview the selection before starting any Runs.
Select clients and preview
- From the all-clients view, go to Playbooks → Playbook Runs and select Run Playbook.
- Choose a published Playbook and select Continue.
- Choose a start date and review where the schedule should begin. If you begin partway through, review what the preview skips.
- Filter and select the clients you want. You can use filters such as segment or Playbook history, including clients who have never run this Playbook. Review the selected count. Changing filters can leave previously selected clients in the batch, and selecting all matches can include clients beyond the visible page. You can select up to 4,000 clients.
- Select Preview runs. Review the client statuses. Expand rows that show blockers, warnings, or existing Runs to see the details.
Resolve a blocker or remove the affected client before you start the batch.
Confirm and monitor the batch
- If a client is blocked, resolve the issue or go back and remove the client from the selection. Preview again. If you intend to create another Run for a client with an existing Run, acknowledge the overlap.
- When the preview is ready, select Start [number] runs.
- Check Playbook batch for progress and results. You can close the dialog while the batch continues. If clients fail to start, review the reason and use Retry failed clients when available. Successful clients keep their existing Runs. If the results say details changed, create a new preview for the affected clients.
Review each client’s result before retrying failed starts.
For a client that needs its own start setup or Agreement link, start and manage its Run individually.
