- Welcome Messages & Bulletins
- Marketing Campaigns
- Upload Library
- Mail Shots
- Using HubSpot with Workbooks
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
- Users & Security
- Email & Integration
- PDF Configuration
Introduction to Welcome Messages & Bulletins
Workbooks includes the ability to compile and distribute messages to specified groups of users within your database. You might, for example, want to use this feature to send a message to the sales team notifying them of a product promotion or send a message to all users to let them know that an important customer is in your offices. Messages can:
- Be sent from Workbooks Online or by those users in your account who have the appropriate Capabilities;
- Be compiled in HTML or text format;
- Include pictures and links to files in your Upload Library;
- Be formatted to appear for a specified amount of time;
- Can be formatted Bulletins or as Welcome Messages (these are displayed when the user first logs into the database and at every subsequent login unless the user switches off the Welcome Messages within Preferences);
- Can be opened, snoozed or dismissed by the recipient.
Displaying Welcome Messages & Bulletins
- Bulletins - displays messages appropriate to you (that haven't been hidden);
- Welcome Messages - displays Welcome Messages appropriate to you (that haven't been hidden).
To open any of the records displayed in the views above, hover over the row until it becomes underlined, then click on it once.
Welcome Messages appropriate to you will be displayed when you first log in to Workbooks and then every subsequent time unless you deselect the option Show this Message when I log in again and then close the message. Alternatively, you can control whether or not you see the Welcome Message within Preferences.
If you opt to 'switch off' your Welcome Messages, you will still be able to see them via the Bulletins Landing Page.
Creating Welcome Messages & Bulletins
With the Bulletins Landing Page open, click New Welcome or New Bulletin. When creating your message remember the following:
Title - give your message an appropriate name. This will be visible to the recipient so make sure it makes sense.
Audience - use the dropdown picklist to choose to send your message to members of an appropriate Workbooks group, depending on the information you're sharing. If you want the message to be sent to members of more than one group you should either create duplicate messages or create a new group that combines the users that you want to receive the message. NOTE: Welcome Messages can only be sent to either the Everyone group or the System Administration group.
Window Width & Height - these fields control the size of the message window and default to 580x380. You can change this by overtyping the figures.
Publish date/time - this allows you to specify the date and time from which the message will start to be displayed when users log in to Workbooks.
Notify Until date/time - this allows you to specify the date and time from which the message is no longer relevant. (If no date/time is specified for a Bulletin, it will be active for 31 days from the Publish date/time.)
Hide After date/time - this allows you to enter a date and time after which you want the message to be hidden from the Bulletins Landing Page. (NOTE: Users with the Capability to maintain Bulletins will still be able to see messages beyond their Hide After date/time.)
Message - create your message either by typing it into the message field or by clicking on the HTML button to enter HTML code. You can include pictures and links to your Upload Library, if required.
When you've completed your message you can click Save & Close. However, to make it visible to your specified audience, remember to click Activate.