How to Build a Website Incident Playbook for Marketing

How to Build a Website Incident Playbook for Marketing

How to Build a Website Incident Playbook for Marketing

Website outages kill conversions. Learn how to build a marketing incident playbook to assign roles, pause ads, and protect brand trust during downtime.

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Nov 20, 2025

Table of Contents

A website outage sends shockwaves across a marketing team, including traffic drops and poor conversions. It can consequently collapse brand trust in minutes. Sadly, not all marketing departments have an incident management plan. The website incident playbook ensures that when the site does go down, it’s clear on the collective response to follow and specific role of everyone. Here's how to build one that protects both your marketing performance and your reputation.

Define the Triggers and Types of Incidents

Technical teams would generally consider a full outage as the only meaningful incident. However, marketers must include any events that affect user experience or conversion rates, for example, slow load times, broken tracking pixels, missing landing pages, or misfired campaigns. All of these affect data and can distort ROI metrics.

It is easier to escalate even for teams by constructing severity levels. For example, a homepage outage is considered P1 (critical), while a page-specific 404 on a campaign is likely classified as P2 (high). Such triggers will indicate how fast and wide the response should take place so that the resources will be allocated where the damage has been greatest.

Align with Company-wide Incident Response Frameworks

Marketing shouldn't be just working alone. A strong playbook is typically built along the lines of the entire organization's incident management. A framework like WIZ provides structured guidance on how departments will integrate their communication, escalation process, and even documentation.

Marketers understand how their workflows fit into formal incident policies to work more efficiently together. It also ensures that marketing actions such as pausing PPC ads or posting status updates don't conflict with security or operations teams.

Assign Roles and Responsibilities

Nothing is more confusing than a website incident, and confusion often breeds delays, which only worsen things. A playbook should list every key role, from the communications lead who manages updates to the PPC manager who pauses campaigns. Whereas marketing, IT, customer service, and leadership will be appropriate.

Provide a single point of contact for this specific person, who is usually the marketing operations manager, to be the coordinator to IT. This person acts as the bridge between technical responders and messaging teams, ensuring the external narrative stays consistent with internal progress. Clarity on roles prevents duplication of effort while maintaining cool under pressure.

Create a Decision Tree and Messaging Hierarchy

Check whether the website is accessible, conversion tracking is working perfectly, and paid ads are directing users to active pages. Even this should also be mapped out in a simple visual guide that will help every marketer, including those without technical knowledge, to act quickly and confidently when an issue occurs.

Messaging hierarchy is essential, too. Start by defining which channel will be updated first, like the website banners, social media, email, and status pages. Preapproved templates will now allow communication to be clear and on time on the team's side, without the wait for an executive sign-off. Something reassuring and short like "We're aware of an issue and working to restore service" would help keep faith in the audience while the team builds a more detailed update.

Build a Postmortem and Metrics Review Process

After it is resolved, the playbook should take the team through a structured post-incident review. Such a review starts with a simple checklist. Confirm all pages are alive, analytics are tracking correctly, ads are reactivated, and public updates are archived. Then, drill down into essential metrics such as traffic rebound time, customer sentiment, and conversion recovery to determine the marketing impact.

A postmortem should capture both process and technology lessons. For example, whether poor timing in communicating worsened public perception of downtime, and if a better UX or SEO monitoring system could have prevented it. Putting down answers to these questions makes certain that playbooks are living resources, not static manuals.

Sample Checklist for Website Incidents

  • Detect and verify the issue

  • Notify IT and marketing leads

  • Pause paid campaigns if conversions are compromised

  • Post update to website and social media

  • Inform customer support of the issue and messaging points

  • Monitor resolution progress and update audiences as needed

  • Re-enable campaigns and track performance metrics post-recovery

  • Conduct postmortem and update playbook documentation

Endnote

A website incident playbook for marketing turns chaos into coordinated action. Triggers defined, roles assigned, aligned with frameworks like WIZ, and a performance review conducted in the aftermath of recovery, the teams can save brand trust and minimize revenue loss. Being prepared is the greatest marketing asset, meaning even with the site down, the strategy doesn't have to be.

Michael Leander

Michael Leander

Michael Leander

Senior Marketing Consultant

Michael Leander is an experienced digital marketer and an online solopreneur.

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