- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
- Event Management
- Compliance Records
-
Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
-
GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorWorkflow
- GatorPopup
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
- RevenueGrid Intelligence and Engage
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
-
Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- Auditing
- Comments
- People & Organisations
- Projects
-
Reporting
- Introduction to Reporting
- Using Reports
- Charts
- Exporting Reports
- Advanced Reporting
- Report Snapshots
- Dashboards
-
Transaction Documents
-
Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
- Sagelink
-
Introduction to Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Preferences
- Database
- Accounting
- Email & Integration
-
Customisation
- Creating & Modifying Picklists
- Theme
-
Record Types
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Automation
- PDF Configuration
- Contact Support
- Releases & Roadmap
Welcome Messages & Bulletins
Introduction
Workbooks allows you 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 your sales team notifying them of a product promotion, give your team an itinerary for the day or send a message to all Users to let them know that an important customer is in your office. You might choose this over sending an email out to your team because it is the first thing users see when they log in, and is therefore more likely to get their attention, rather than potentially getting lost in the morning email catch up.
These types of messages can:
- Be sent from Workbooks Online or by those Users in your account who have the appropriate Capabilities.
- Be compiled in HTML or plain text format.
- Include pictures and links to files in your Upload Library.
- Be configured to appear for a specified amount of time.
- Be formatted as 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).
- Be opened, snoozed or dismissed by the recipient.
Displaying Welcome Messages & Bulletins
Clicking on Start > Bulletins (the quote icon button next to the Logout button if you are in the Modern theme) displays the Bulletins Landing Page. By default, the Bulletins Landing Page gives you a choice of views, including:
- Bulletins - displays messages appropriate to you (that haven't been hidden).
- Welcome Messages - displays Welcome Messages appropriate to you (that haven't been hidden).
Welcome Messages appropriate to you will be displayed when you first log into Workbooks and then every subsequent time unless you deselect the option Show this Message when I log in again at the bottom of the message and then close it. 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 into 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.