Workbooks will be the source for Master Data. 

Email address is the unique identifier that is used by the integration, this would ensure that Person/Contact records in either platform have the correct information. 

Force24 run through setting up subdomains as part of the onboarding. You can keep the same domain, but most customers do choose to setup new ones.

With subdomains you can’t have one subdomain pointing to two places (For example: Spotler and Force24), so if you point your existing subdomain over to Force24, you would no longer be able to use that one in Spotler.

If a customer wants to be able to have Spotler and Force24 running at the same time, but also want to have the same subdomain, Force24 have suggested setting up a new subdomain to use in F24, and then when everything is setup and running as expected, switch off Spotler, and add the Spotler subdomain into Force24. This was the process done by one customer previously which worked.

In case Duplicates are synced, Force24 Contact data will be associated with the oldest record(Person ID in Workbooks) with the same email address. 

Main Users on Force24, also known as Marketing Users, can access the iFrame from Workbooks if they use the same email address for logging in on both platforms. These users have full permissions on Force24, allowing them to create, update, and send content through the system. Non-Marketing Users can also login to Force24, this will enable minimal access via the Force24 tab on People records and Mailing List records. This User will be able to see Campaigns sent and Campaign results.  

People records sync with Force24 if the ‘Sync with Mailer’ checkbox is checked. This checkbox is checked by default when a Person record is created unless changed by a User or Automation. Contact Workbooks Support to sync only selected Persons records to Force24. 

• Currently no. However, this will be raised as an enhancement for a setting to be available to allow customers to choose to sync records with just a mobile number.
• Contacts can be imported to Force24 with just a mobile number and a fake email will be created.

Only fields on a Person record can be mapped to Force24. If you need to transfer values from other records to a Person record, contact the Workbooks Support team for assistance. 

Customers are typically encouraged to segment data in Force24. However, complex segmentation can be done in Workbooks and the Mailing List used can be synced with Force24. 

• It is important to note that People records marked as ‘Undeliverable’ or ‘Opted Out’ will be synced to Force24.  
• This will count against the number of contacts included in your Force24 license, unless ‘Sync with Mailer’ checkbox is blanked. 

Transactional emails are not available at the moment, but this is being worked on. 

Web Form Submissions are available, JSON data will be available in Online Activities. 

New Person/Sales Lead/Both records will be created based on the email address supplied but existing Person records will not be updated. This is because we don’t want to decrease the data quality in Workbooks because of incorrect Form Submissions 

To sync a Mailing List into Force24, you will need to create a new Mailing List.  Assistance on creating a Mailing List can be found here. Once created, there is a ‘Synchronise With’ picklist on the main tab which will include ‘Force24’.  Once selected, the ‘Force24 – Send Mailing List’ process will then sync the Mailing List when it next runs.