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Integrating Workbooks and Constant Contact
... Integrating Workbooks and Constant Contact Workbooks can be integrated with Constant Contact, which is a cloud based email marketing platform. The integration ...
Campaign Membership
... Campaign Membership Tracking and managing members ( People , Leads or Organisations ) that are being targeted by a specific Marketing Campaign ...
Campaign Management
... Campaign Management When working through your list of Campaign Members you can schedule a Meeting , a Phone Call , a To-Do or even ...
Mail Shots
... Mail Shots Workbooks includes the functionality to set up Mail Shots, which enable you to send personalised emails in bulk. Emails sent this way ar ...
Marketing Campaigns
... Introduction to Marketing Campaigns Typically you'll undertake marketing activity where you want to communicate with a targeted group ...
How do I amend the list of values in the Campaign picklist?
How do I amend the list of values in the Campaign picklist? The Campaign field is not a The Campaign field is not a standard picklist. It displays a list of Campaigns. You can access Campaigns via Start > Marketing. More ...
Grouping Customers for Email Lists etc
I don't quite know where to post this request, but I am hoping someone will be able to advise on a suitable approach for us. We use Workbooks to manage our clients. One of the services we offer is web hosting. Their hosting could be on mutiple s ...
How can I see a list of People and the Campaigns of which they are members?
To report on the People on your database and their Campaign Membership, start by building a People report and adding all the columns for the data you want to see. REMEMBER, if you add the column for Campaign this will show you the value in the Campaign ...
Sales Leads that are not members of a marketing campaign
How can I compile a report that shows all the sales leads that are NOT members of a particular marketing campaign? At first the simple answer to At first the simple answer to this question might appear to be to create a report based on Sales ...
Marketing Campaigns
I spent quite a long time entering lots of marketing campaigns but they seem to have disappeared as I can't see them in my list of campaigns and no-one can choose them on a person record. It sounds like you It sounds like you haven’t g ...