How do I create a Playbook?

Learn how to make a playbook with individuals, pairs, or groups.

 

A Playbook is a customizable web page that gives you personality insights and advice for a specific group of people and a specific situation. You can create a playbook for an individual to better understand their personality, two people to help see how they compare, or a group of people to help navigate team projects or meetings.

Playbooks are available to all paying customers, with certain templates available based on whether you have purchased our Sales, Teams or Hiring tool.

1 Person Playbook

 

Here’s how to get started when creating a playbook:

  1. Add the profiles to Crystal.

    In order to create a playbook, you first need to have profiles to feature. You can add profiles to Crystal in a few ways:
    1. With a Sales Premium license, you can use Crystal’s Chrome Extension to create predicted profiles through LinkedIn.
    2. With a Teams Premium license, you can invite co-workers to take the Crystal personality assessment.
    3. With a Hiring Premium license, you can invite candidates to take the Crystal personality assessment.
    If you'd like to purchase additional licenses for your team, please contact our sales team.
  2. Go to the Playbooks tab of your Crystal Dashboard.

    This should be on the top right corner of the Dashboard or at crystalknows.com/app/playbooks. Click "New Playbook" on the right side of the page.

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  3. Select the profiles you’d like to use in the Playbook.

    On the left, you’ll see a list of your Crystal profiles. Here, you can select 1 person, 2 people, or even up to 20 people to include in the Playbook, depending on what you’re creating the Playbook for.

  4. Select your template based on the purpose of the meeting.

    You’ll see a list of template options to choose from that help customize the Playbook to fit your specific needs. This helps ensure that the information you’ll get about each person’s personality is directly relevant to your situation.

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  5. Create your Playbook

    You can customize the name of your Playbook and click “Create Playbook” so you can see the insights in the final product.

  6. Share your Playbook with others

    Once you create your Playbook, it’s shareable, downloadable, and printable. You can share the unique URL with other people and they will be able to see a read-only version. Or if you prefer documents, you can download it as a PDF file.