Playlists Overview: Creating, Managing, Organizing, and Sharing

Chorus Playlists allow you to seamlessly create and organize playlists of top moments with folders and subfolders and find and review calls on-demand. Playlists are a powerful tool for reps, managers, and enablement leaders.

Playlists provide an easy way to curate content for team training within your organization and save a collection of snippets in one place, either with the purpose of sharing with a team or for one’s own knowledge.

Sections in this article

• Overview of Playlists
• Creating Playlists
• Adding Moments to Playlists
• Following Playlists
• Sharing Playlist Access
• Managing Playlists
• Organizing Playlists & Playlist Permissions

Overview of Playlists

There are three different kinds of Chorus playlists:

1. Playlist: A curation of calls or call snippets that has been manually created. These can be public or private. This includes personal playlists. Use playlists for Film Reviews, Onboarding, 1:1s, and more.
2. Smart Playlist: A curation of call snippets that has been AI-generated. End users select the criteria they wish to include and calls that fit the criteria automatically get added. These can be public or private. 
3. Hashtag Playlist: A curation of call snippets that has been curated through the use of #hashtags. Every time a #hashtag is used, snippets get added to a public playlist. 

To pin or bookmark playlists you’d like to reference or save for review later, add them to one of your personal playlists:

• #MyPinnedMoments: Pin important moments with 1-click using #MyPinnedMoments during and after a call. 
• My Bookmarks: Bookmark moments that you need to reference after a call or reference frequently. 

Playlist Use Cases

For Reps and Teams:

• Listen and learn from top examples of engaging Discovery calls
• What resonates most with your prospects? Uncover a curated list of “Wow!” moments
• Learn how top reps close deals by auto-collecting and reviewing the best examples of the sales process

For Managers and Sales Executives:

• Flag high-risk calls from accounts that may need attention
• Collect competitive mentions on top-tier deals
• Create a Playlist for your team film review sessions that includes the week’s most interesting Discovery calls

For Enablement, Ops, and Marketing:

• Track new sales training initiatives–share good examples with the team to reinforce learning
• Capture customer testimonials that could be augmented into marketing material or customer story points for the sales team to share in future deals
• Review how the sales team approaches pricing discussions in deals

Creating Playlists

1. In Chorus, click Playlists on the left-hand side 
   
   
2. In Playlists, select +New Playlist
   
   
3. Name your playlist and click Save
4. Add existing and new recordings or snippets to the playlist

Adding Moments to Playlists

You can add an entire call to a playlist or use the clipping functionality to add a specific moment to the playlist. 

1. In Chorus, go to a call recording
   Please note: If you need help finding a specific recording, check out this help article
   
2. In the recording, click the arrow next to Share on the bottom-right of the video player
   
   
3. Select Add to Playlist
4. Using the video cropping tools, you can pair down the recording to a snippet to share a moment from the call or slide the cropping tools all the way out to the sides to keep the whole recording.
   
   
5. Double-check the Share Recording or Snippet details
   
   
   • Under Edit Snippet Start & End, you can see the length of the snippet or recording
   • Under Select Playlist, choose the Playlist
   • Under Description, add notes about the recording to describe what to look at and why it’s in the playlist
6. Click Save & Add

Following Playlists

Follow playlists (subscribe) and sign up for a daily morning digest email that will surface any new calls or moments that have been added to your playlist. Sign up for multiple playlists–don’t worry, you’ll only get one email a day.

This is great for busy managers that want a list of calls they should listen to on the way to work!

1. In Chorus, click Playlists on the left-hand side 
   
   
2. Search for keywords or through the list for the respective playlist
3. Click on the playlist
4. In the playlist, click Follow at the top right 
   
   
5. Following a playlist adds it to the Following section in Playlists.
   
   

Sharing Playlist Access

Share playlists to give your team access to all the calls in a given playlist. Sharing is great for new hire onboarding and ongoing training initiatives.

Things to note when sharing:

• By default, new playlists are private and not publicly accessible
• Playlists can be shared individually, with specified teams, or made public (accessible to ALL current and future users in the platform)
• For Admins: Admins can control which users are allowed to share playlists using the Roles & Permissions section of Settings

Follow these steps to share a playlist:

1. In Chorus, click Playlists on the left-hand side 
   
   
2. Search using keywords or through the list for the respective playlist
3. In the playlist, click Share at the top right 
   
   
4. Type and select the User(s) or Team(s) to share
   
   
5. Click Share
   
   

Please note: To make the playlist public, click the toggle to the right of Make Publicly Available.

Managing Playlists

To manage playlists, you can edit, move, and delete playlists.

For Playlist owners:

• Playlist owners can update the playlist name and owner
• Playlist owners can move the playlist into other folders
• Playlists can be deleted by the owner–If a playlist is deleted that contains subfolders, those subfolders will also be deleted

Follow these steps to manage playlists:

1. In Chorus, click Playlists on the left-hand side 
   
   
2. Search using keywords or through the list for the respective playlist
3. Click on three dots next to the playlist, and choose to Edit Playlist, Move To another playlist folder, or Delete 
   

Organizing Playlists & Playlist Permissions

The playlists page is default organized by most recent activity. This means that any playlist that has been modified or created most recently will be at the top of the page. 

However, you can sort by Updated Date, Playlist Owner, and Number of Snippets.

Playlist Folders

For teams with multiple functional groups (ex. NA Enterprise AEs, EMEA Corporate AEs, etc), we offer Playlist Folders and Sub-Folders to help organize your Playlist content by function, market segment, and type of conversation.

Playlist Permissions:

• If a user has access to a playlist, they can add snippets to the playlist.
  • For example: You provide team members access to a playlist, and they can now add snippets. 
• Subfolders can have wider sharing permissions than their parent folder.
  • For example: A subfolder is added to a playlist that is only shared with 3 people. The subfolder can be made public, while the top-level folder (playlist) remains visible only to the 3 people it was originally shared with. Everyone will be able to see the contents of the sub-folder but not the top-level folder.
• When creating a subfolder, it will be shared with the same users as the top-level folder (playlist) it is nested beneath.
  • For example: If a top-level folder is made public, all subfolders created under that playlist will also be public. This is helpful for content you wish to organize but keep available to your entire organization.
• If the subfolder is nested under 1 or more subfolders, it will be shared with the same users as the folder it is nested under. 
  • For example: If a top-level folder is only shared with the sales team and a subfolder is created, by default it will also be shared with the sales team. 
• Playlists owners can share subfolders with additional teams but still limit access to the top-level folder.
  • For example: The playlist owner can share a subfolder with the Marketing team. The marketing team would have access to the subfolder but not the original top-level folder. However, the team that has access to the top-level folder can also view sub-folder playlists. 

Please note: If playlist privacy is a concern, please reach out to your CSM to ensure your specific requirements are met.

Creating subfolders and nested folders:

1. In Chorus, click Playlists on the left-hand side 
   
   
2. Create the top-level Playlist folder first (ex. Enterprise Team).
3. In the Playlist folder, click +Create Subfolder to create your first nested folder. 
   
   
4. Type in the subfolder name and click Save. (Example use case: North America AEs, EMEA AEs, Global CSM).

Managing subfolders and nested folders: 

1. In Chorus, click Playlists on the left-hand side 
   
   
2. Search using keywords or through the list for the respective playlist
3. To move a folder, click on the three dots and select Move To
   
4. In the pop-up window, choose the new playlist to nest the playlist under