Skip to main content

Workbooks
  • Knowledge Base
  • Customer Forum
  • Training
  • Support Portal
  • Support Processes
Login
  1. Home
  2. Support
  3. Knowledge Base
  4. Knowledge base
  5. Marketing
  6. Marketing Campaigns
  7. Integrating DotDigital and Workbooks
  8. Configuring Workbooks and Dotmailer
Support

Knowledge Base

Browse our knowledge base articles to quickly solve your issue.

  1. Home
  2. Support
  3. Knowledge Base
  4. Knowledge base
  5. Marketing
  6. Marketing Campaigns
  7. Integrating DotDigital and Workbooks
  8. Configuring Workbooks and Dotmailer
  • Welcome to the Knowledge Base
  • Introduction
    • Using the Knowledge Base
    • Editions & Licensing
      • Renewing Licences
    • Workflow
      • Queues
    • Logging In
      • Configuring Security Policies
      • Google Authentication
      • Login Protection
      • Microsoft Azure Active Directory
        • Link Workbooks to Microsoft Azure
        • Setting up User Templates
        • Locking down your Workbooks
    • Support Processes
  • Training
    • Training Videos
    • Training Courses
  • Getting Started
    • Supported browsers
    • Introduction
    • Desktop
      • Tips & Tricks on the Desktop
      • Welcome Messages & Bulletins
    • Records
      • External Links to Workbooks records
      • Tabs
        • Default Tab Views
        • Summary Timeline View
        • Overview Tab
      • Watching Records
      • Notes
    • Landing Pages
      • Bulk Actions
        • Scheduled Bulk Actions
      • Customising Views
        • Customising Columns
        • Filtering
          • Custom Filters
        • Calendar Views
        • Card View
          • Report Card View
          • Worked Examples of Card Views
      • Deleted Items
      • Edit Grids
      • Exporting Data
      • Exporting to MS Excel
    • Workbooks on Mobiles and Tablets
  • Preferences
    • Introduction to Preferences
    • Setting your Preferences
      • Email Accounts
      • Notifications & Reminders
  • Activities
    • Introduction to Activities
    • Using Activities
      • Meetings
        • Integrating Workbooks and Google Calendar
          • Installing and Managing Workbooks and Google Calendar Integration
          • Synchronising your Google Calendar with Workbooks
      • Follow-on Activities
  • Cases
    • Introduction to Cases
    • Displaying & Adding Cases
    • Managing Cases
    • Case Portal
      • Installation
        • Custom Fields
        • Case Portal Configuration
          • Company Details
          • General
            • Case Portal Reports
          • New Case
          • Help Text
          • Emails
          • Advanced Features
          • Field Mappings
          • Help Dialog
          • Product Area Questions
        • Case Portal Additional Features
          • Setting up Public/Private Activity creation
          • Setup Registration Emails from a Person
          • Automatic Emails on Case Status Change
      • Using the Case Portal
        • Case Updates - Public & Private Activities
        • Inviting a Person to the Case Portal
  • Email
    • Introduction to Email
    • Working With Emails
    • Email Signatures
    • Sending Bulk Email
    • Common Email Errors
    • Email Integrations
    • Mailing Lists
  • Forecasts & Quotas
    • Introduction to Forecasts & Quotas
    • Sales Forecasts
      • Adjusting Forecasts
      • Included Forecasts
    • Sales Quotas
  • Importing Data
    • Introduction to Importing
    • Preparing your Import Data
      • Import Templates
      • Compulsory fields for Import
    • Workbooks Import Wizard
      • Uploading your data
      • Defining Field Mappings
      • Extending your Import to other Record types
      • Checking for Duplicates
      • Running and Reviewing your Import
    • Managing your Imports
      • Undoing an Import
  • Leads
    • Introduction to Leads
    • Displaying & Adding Leads
    • Converting Leads
  • Marketing
    • Introduction to Marketing
    • Marketing Campaigns
      • Displaying & Adding Campaigns
      • Campaign Management
      • Campaign Membership
      • Tracking URLs on Campaigns
      • Integrating DotDigital and Workbooks
        • Configuring Workbooks and Dotmailer
      • Integrating MailChimp and Workbooks
        • Configuring Workbooks and MailChimp
    • Mailing Lists
      • Creating Mailing Lists
    • Products
      • Pricing Schemes
      • Supply Scheme
      • Product Bundles
    • Mailshots
      • Creating a Mailshot
    • Upload Library
      • Using the Upload Library
    • Templates
      • Creating Templates
      • Creating a Template to show multiple lines
      • Extra Template Placeholders
    • Using HubSpot with Workbooks
    • Event Management
      • Introduction to Event Management
      • Enabling the Event Management Module
      • Using Event Records
        • Event Records
        • Event Sessions
        • Event Speakers
        • Event Sponsors
        • Event Products
        • Event Tickets
        • Event Attendees
      • The Event Management Portal
        • Introduction to the Event Management Portal
        • Prerequisites for installation
        • Accessing the Plugin
        • Installing the Event Management Portal
        • Amending Event Portal Parameters
        • Adding Custom CSS to the Event Portal
      • On The Day Registration App
      • Setup On the Day Registration App
    • Compliance Records
      • Introduction to Compliance Records
      • Enabling Compliance Records
      • Creating Compliance Records
      • Using Compliance Records
    • Spotler Integration
      • What is Spotler?
      • Navigating your Spotler homepage
      • GatorMail
        • Introduction to GatorMail
        • Managing your GatorMail Account
          • Domain Setup
        • GatorMail Configuration
          • GatorMail Field Mappings
            • GatorMail Hard Bounces
          • Preference Centres & Landing Pages
            • Preference Centre Setup
        • Creating Emails in GatorMail
          • Imbedding Images and Videos
        • Sending Emails in GatorMail
          • Sending GatorMail Campaigns
            • Campaign Action Types
            • Ramp-up
            • Testing Campaigns and Emails
          • Using SendForensics
          • Understanding your Campaign results
        • Advanced Features
          • Gator Smart Forms
          • GatorMail - Dynamic Content
      • GatorLeads / Web Insights
        • Tracking Code
          • Restricting Page Tracking
        • 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
        • Spotler Data Sync
        • Triggered Mailshots
      • GatorPopup
  • Opportunities
    • Introduction to Opportunities
    • Displaying & Adding Opportunities
    • Opportunity Line Items
    • Opportunity Relationships
  • Integrations
    • Mapping
      • Introduction to the Mapping Module
      • Using the Mapping Module
      • Using Mapping in Reports
        • Changing the size/colour of Map Pins
    • Electronic Signing Tools
      • Docusign Integration
        • DocuSign Functionality
          • Copy Document on Signature
          • Update Related Records
          • Sending Multiple Documents
          • People, Organisations & Cases with DocuSign
          • Invoice Payments with DocuSign
          • Managing DocuSign Documents
        • Setting up the DocuSign Integration
          • Authentication with DocuSign
          • Production vs Sandbox
          • Creating a Document with a DocuSign Template
          • Creating a Document with a Workbooks PDF
          • DocuSign Fields
          • DocuSign Settings
          • Form Layout Configuration
        • DocuSign - Worked Examples
          • Taking Payments
          • Updating Related Records
          • Multiple Document Sends
          • Creating a Template for Cases
          • Creating a Template for Organisations
          • Creating a Template for People
          • Unified PDF for Transaction Documents
        • DocuSign - Reporting
          • Multiple Send Report Grid
          • Document Review Report
          • Monitoring Integration Errors
      • Adobe Sign Integration
        • Introduction to Adobe Sign
        • Authentication with Adobe Sign
        • Installing the Integration
        • Integration Monitoring & Error Handling
        • Setup of Adobe Sign
        • Adobe Sign Fields & Form Layout Configuration
        • Optional Custom Fields for Adobe Sign
        • Adobe Sign Button Process
        • Using the Adobe Sign Integration
    • Creditsafe Integration
      • Installing the Creditsafe Plugin
      • Configuring Organisations to use the Creditsafe Integration
      • An example of how to use the 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
          • Initial Setup
            • Authentication with QuickBooks Online
          • People & Organisations to QuickBooks Customers
          • POSTED Workbooks Invoice to QuickBooks Online
          • QuickBooks Online Payment to Workbooks Invoice & Task
          • QuickBooks Sales Tax Code Lookup
        • Survey Monkey responses to Tasks
      • Multistep Zaps
    • Email Integrations
      • Email Dropbox
        • Setting up your Dropbox
        • Using your Dropbox
      • Workbooks Exchange Server Sync
        • Supported email clients
        • Set Up
          • Setting up the WESS
          • Setting up the Outlook Add-In
          • Customising the WESS Add-In
          • How to change Authentication setup for WESS
            • O365 Exchange authentication Troubleshooting
        • What gets synchronised?
          • Synchronising with the WESS
          • Synchronising with the WESS Add-in
          • How to force a sync
          • Best practice
        • WESS Troubleshooting
      • Workbooks Outlook Connector
        • Introduction to the Outlook Connector
        • Before downloading the Outlook Connector
          • System Requirements
          • Enabling the Outlook Connector
        • Download/update the Outlook Connector
        • Installing the Outlook Connector
          • Uninstalling the Outlook Connector
        • Using the Outlook Connector
          • Configuring the Outlook Connector's Settings
          • Identifying Records in Workbooks created in Outlook
        • Outlook Connector Troubleshooting
    • Event & Webinar Integration Tools
      • GoToWebinar
        • Installation
          • GoToWebinar Fields & Processes
          • Setting up Process Buttons for GoToWebinar
        • Authentication
          • Multiple GoToWebinar Accounts
          • Removing GoToWebinar Accounts
        • Create/Update & Cancel Webinars from Events
        • Event Attendees as Webinar Registrants
        • Event Speakers as Webinar Panelists
        • Retrieve Webinar Data
      • ON24
        • Installation
          • ON24 Fields & Processes
          • Setting Up Process Buttons for ON24
        • Authentication with ON24
          • Removing ON24 Accounts
        • Create Webcasts from Events
        • Event Attendees as Webcast Registrants
        • Retrieve Webcast Data
          • Reporting: Survey Responses
          • Reporting: Poll Responses
        • Retrieve Survey Data
        • Engagement Hub Interactions
    • Microsoft Office
      • Azure Active Directory
      • Excel
      • Outlook
      • Power BI
      • SharePoint
        • Authentication
        • Installation
          • Custom Fields & Processes
          • SharePoint Integration Settings
        • Using the SharePoint Integration
      • Word
        • Introduction to the Word Add-in
        • Deploying the Word Add-in
        • Creating Word Add-in Templates
          • Example Word Add-in Templates
        • Using Word Add-in Templates
        • Word Add-in Tips and Tricks
    • Outreach
      • Installation
        • Outreach Fields & Processes
        • Create Outreach Custom Field Mappings
          • Configure Outreach Field Dynamic Picklist
        • Sync Outreach Mappings
      • Outreach Authentication
        • Remove Outreach Account
      • Sync People to Outreach Prospects
        • People Field Mappings
      • Sync Organisations to Outreach Accounts
        • Organisation Field Mappings
      • Sync Workbooks Opportunities to Outreach
        • Opportunity Field Mappings
      • Sync Tasks/Activities from Workbooks to Outreach
        • Follow-Up Activities created via Scheduled Process
      • 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
      • Connection Setup
        • Microsoft SQL Server Connection Requirements
      • Connector Control Blocks
      • Worked Example - Create, Read, Update & Delete
    • RingCentral
      • Installation
        • RingCentral Integration Fields and Processes
      • RingCentral Authentication
        • Remove RingCentral Account
      • Creating Phone Call Activities
      • Click to Dial
  • People & Organisations
    • Introduction to People & Organisations
    • Organisations
      • Displaying & Adding Organisations
      • Customers & Suppliers
    • People
      • Displaying & Adding People
      • Adding People to Outlook
    • Relationships
      • Change Employer Wizard
      • Direct Relationships
      • Third Party Relationships
    • De-duplication and Merge
      • Workbooks Merging
      • Workbooks DQ
      • Data Quality
    • Using Postcode Lookup
    • Data Enrichment
      • Introduction to Data Enrichment
      • Setting up Data Enrichment
  • Snippets
  • Reporting
    • Introduction to Reporting
      • Creating Reports
        • Standard Workbooks Reports
        • Creating a Pre-populated Report
        • Creating a Report from a Template
          • Report Templates
        • Creating a Blank Report
        • Auto-refreshing Report Views
      • Sharing Reports
    • Using Reports
      • Reporting Explained
        • Adding Targets, Conditional Formatting and CSS Styling
          • Calculated Targets
          • Target Sets
            • Creating a Target set for Closed Cases per Customer Support Agent
            • Creating a Target set for Closed Sales amount per Sales Person by quarter
        • Reporting with multiple currencies
        • Drilling into Summary Views
        • Improving Report Performance & Run Time
      • Displaying reports within Record Views
      • Displaying Reports
        • Reporting Views (Reports on Landing Pages)
      • Adding a Report view to a Dashboard
    • Charts
      • Creating & Using Charts
        • Bar Charts
          • Targets on Bar Charts
        • Line Charts
        • Pie Charts
        • Dial Charts
    • Exporting Reports
      • Emailing Scheduled Reports
    • Advanced Reporting
      • Types of Split Columns
      • Using Calculated Columns
        • Introduction to the IF Statement
        • Introduction to the CASE Statement
        • Applying Search filters in Calculated Columns
        • Comments in Calculated Columns
        • Financial Year Reporting
        • Introduction to Date Functions in Reports
        • Using Calculated Criteria
        • Reporting on empty fields
      • Audit Reporting
  • Dashboards
    • Adding Elements to Dashboards
      • Configuring Dashboard Elements
    • Dashboard Views
    • Dashboard Fields
    • Creating a Sales Dashboard
    • Springboard
    • Adding a Dashboard as a Record Tab
  • Okta Authentication
  • 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
      • Displaying & Adding Contracts
      • Using Contracts with Cases
    • Sagelink
  • Auditing
    • Auditing
  • Configuration
    • Introduction to System Administration
      • Quick Start Wizard
    • Users & Security
      • Users
        • Setting up your Users
        • Disabling Users
        • Profile Pictures
      • User Groups
        • Capabilities
        • Creating & Modifying User Groups
      • Permissions
        • Sharing Policies & Mandatory Permissions
          • Configuring the Advanced Security Module
            • Configuring the Advanced Security Module: Segmenting Users by function
            • Configuring the Advanced Security Module: Segmenting Users by location
      • Account Settings
      • Licences & Modules
        • Multi Language
    • Database
      • Databases
      • Storage Usage
      • Prefixes & Numbering
        • Modifying Object References
      • Export Database
      • Database Settings
    • Accounting
      • Accounting Periods
      • Exchange Rates
        • Setting Exchange Rates
      • Tax Regimes
        • Setting Tax Rates
        • Sales Tax Rulesets
          • Using Sales Tax Rulesets
      • Own Organisations
        • Setting up your Own Organisation
    • Email & Integration
      • Email Settings
        • Setting up your Email Server
        • Using Workbooks Server to send Emails
      • API Keys
      • Web to Case and Web to Lead
        • Setting up a Web2Case Form
        • Setting up a Web2Lead Form
        • Using Web Forms in Workbooks
        • Editing a Web Key Form
      • Preference Centre
      • MailChimp & dotMailer
      • Loqate
      • Bank Account Validation
    • Customisation
      • Creating & Modifying Picklists
      • Desktop Preferences
      • Theme
      • Record Types
        • Creating Custom Fields
          • Dynamic Linked Items & Picklists
          • Constrained Dynamic Linked Items (DLI) & Picklists
          • Creating relationships with Dynamic Linked Items (DLIs)
          • Linking Custom Field Values
          • Showing Linked Records in Tabs
        • Report-based Custom Fields
          • Improving the Performance of Report Cells/Grids
        • Linked Fields & Reference Fields
        • Record Templates
        • Form Layouts
          • Customising an Organisation form
          • Displaying a Tab as a Side Panel
          • Card View
          • Read-only Assigned to Fields
        • Customising relationships between parties
          • Configuring Custom Party Relationships
        • Opportunity Stages
      • Custom Records
        • Enabling Custom Records
        • Creating Custom Record Types
          • Editing Custom Record Types
        • Using Custom Records
    • Automation
      • Plugins
        • Field Updater Plugin
        • File Storage Plugin
          • Using File Storage
          • Using SharePoint File Storage
        • Cognism Enrich Plugin
          • Using Cognism Enrich
        • Email to Case Plugin and Process
      • Processes
        • Process Logging
      • Workbooks Scripts
        • Script Library
        • How Workbooks Runs Scripts
        • Workbooks Script External Access
      • API Data
      • Triggers and Webhooks
        • Configuring Triggers and Webhooks
    • PDF Configuration
      • Modifying Document Templates
        • Adding Terms & Conditions to your Documents
        • Multi-line Value Tags
      • Modifying Default Colours & Images
      • Creating Custom Document Templates
  • Contact Support
    • Contacting Workbooks Support
    • Workbooks CRM Advisory Packs
    • Introduction to the Administrator Service
  • Releases & Roadmap
    • Roadmap
    • September 2022 Release
    • June 2022 Release
    • March 2022 Release
    • October 2021 Release
    • June 2021 Release
    • March 2021 Release
    • 2020 Releases
      • December 2020 Release
      • September 2020 Release
      • April 2020 Release
      • January 2020 Release
    • 2019 Releases
      • September 2019 Release
      • February 2019 - Event Management Release
      • January 2019 Release
    • 2018 Releases
      • October 2018 Release
      • May 2018 Release
      • February 2018 Release
      • January 2018 Release
    • 2017 Releases
      • November 2017 Release
      • September 2017 Release
      • June 2017 Release
      • March 2017 Release
    • 2016 Releases
      • December 2016 Release
      • August 2016 Release
      • January 2016 Release
  • Workbooks Glossary

Configuring Workbooks and Dotmailer

The following information assumes that you have completed each of the pre-requisite steps on the previous page, here. If you do not complete these steps then the integration will not function correctly and/or some steps cannot be completed.

At the time of writing these instructions are correct but over time these may change, if in doubt refer to dotmailer help pages for the latest dotMailer guides. The following links can be clicked to take you to the relevant section within the guide:

  • Creating a dotmailer API User
  • Setting up dotmailer within Workbooks
  • Configuring Custom Field Mappings
  • Synchronising Workbooks Marketing Campaigns to dotmailer
  • Reporting on the Campaign Results in dotmailer
  • Viewing Workbooks Campaign Summary
  • Synchronising dotmailer Results into Workbooks
  • Maintaining the dotmailer Processes

Step 1: Create a dotmailer API user

Login to your dotMailer account, under the dropdown menu where it says Hi XXXX, click Manage Users. From here, click API and then Add User.

Dotmailer user

An email address will be automatically generated by dotmailer which cannot be changed to ensure that this is unique. We advise that you enter in a description so that the Workbooks/dotmailer integration can easily be identified at a later date.

Ensure that you enter a memorable password

NOTE: Write this down somewhere or ensure you remember it as this will be required for Step 2.

Also ensure that the Enabled tick-box is checked.

dotmailer manage users

Back to top

Step 2: Setting up dotmailer within Workbooks

Navigate to Start > Configuration > Email & Integration > dotmailer. Enter the dotmailer API user email address that was generated in Step 1. If you haven't created it already you can click on the link provided from within Workbooks which will take you to the page where an API user can be created.

dotmailer screenshot

NOTE: When clicking the link, you will be taken to a login page which asks for your dotmailer credentials. This is separate to the API username and password.

Ensure that you enter in the credentials exactly as they are displayed in dotmailer otherwise you will not be able to login. If successful, you will see the following screen:

dotmailer integration

The above screen displays information on the account credentials used, the number of API calls in the last hour and how many you have remaining.

From here you can configure additional mappings for custom fields, delete the integration completely if you wish to link Workbooks to another dotmailer account or click Re-synchronise with dotmailer to synchronise all Marketing Campaigns (see Synchronising Workbooks Marketing Campaign Members to dotmailer for more information on this).

Back to top

Step 3: Configuring Custom Field Mappings

The Workbooks/dotmailer integration wizard creates a total of 16 mappings automatically for the most common fields when you setup the integration for the first time. The mappings created include mainly fields that you need to send out a campaign such as a person name, email address and employer.

Dotmailer campaign name

At a later date, you can change these mappings easily from Start -> Configuration -> Email & Integration -> dotmailer -> dotMailer Attribute Mappings. Under the Attribute Mappings tab, click Add which will show the following screen:

dotmailer field names

The Workbooks Field Name field provides a picklist for fields available on the Person and Sales Lead records in Workbooks. Notice that if a field is only available for either a Person record or a Sales Lead record this is shown in brackets after the field name.

Fields that are common to both Sales Leads and People are not followed by anything in brackets. Choose the Workbooks field and then enter in the corresponding dotmailer field name. As this field is free text, you will need to ensure the name is entered exactly as it appears in dotmailer to avoid any data synchronisation issues between the two systems.

NOTE: There are limitations on the number of field mappings that can be created. See Limitations above for more information.

It's simple enough to create new custom fields in both systems so that additional data can be captured in Workbooks and used in your dotmailer campaigns. For more information on creating Workbooks Custom Fields, see here. For information on how to create dotmailer custom fields, see here.

Back to top

Step 4: Synchronising Workbooks Marketing Campaign Members to dotmailer

You now need to create a Marketing Campaign in Workbooks and add some members. For more information on doing this, click here. To integrate this individual Campaign with dotmailer, click dotmailer Integration.

NOTE: If you have configured more than one Marketing service with Workbooks, you will be given an Email Marketing Integration option in place of the dotmailer Integration button to select which service you wish to integrate your campaign with.

On the first screen of the wizard, simply click Next.

The second screen allows you to set a campaign subject, who the campaign will appear to come from and also the reply to email address. The subject will become the subject line of the emails that are send out from this Campaign when successfully synchronised. This information can be changed later.

You will also be able to set the email content based on a template from your 'My Templates' folder in dotmailer, or based on a previous Campaign. You can select the available options from the dropdowns or leave as 'No Template'/'No Campaign' to keep the content blank. Note that Free Templates will not be available in the Template dropdown list. Click Next when you are happy with the entries.

Campaign set-up

NOTE: If you have more than one From Address configured for your campaigns in dotmailer, you will see an additional field here called From Email Address. This will be a picklist that displays the available values from your dotmailer account. If you only have one configured you will not be given the option to change it here.

Campaign set-up

Within dotMailer, this can be configured under Campaigns -> Advanced Features -> From addresses:

Advanced features

If there is already an Address Book in dotMailer with the same name as the one that you try to create, you will see a warning message as shown below and you will be unable to progress further until you change the name or delete the duplicate manually from dotmailer:

Campaign set-up

The third and final screen simply confirms that an Address Book in dotmailer will be created for this campaign and the Marketing Campaign Members will also be synced across.

If you add additional Members later on, you will need to wait for the Dotmailer People Leads to Dotmailer process to run or start it manually. This process acts as an update to an existing campaign in dotmailer. For more information about manually running a process, see Step 6.

Integration set-up

Once you see the above screen, you can click the information text which will ask you to sign in to dotmailer. You can then add content such as images, links and text to your Campaign using the dotmailer Wizard. Within Workbooks, simply click Complete.

When you are happy with the look and feel of your Campaign in dotmailer, click Save & Continue. You then have the option to send out a test email. Click Continue to skip this if you wish but our recommendation is always to test first to ensure you are happy with the results.

dotmailer test email

Next, add some contacts from an existing Address Book or select all contacts. You should only ideally select the Address Book with the same name as the campaign that you are sending out to avoid discrepancies in figures against your Workbooks Marketing Campaign record.

dotmailer contacts

On the same screen, you can also choose to schedule the campaign or send it immediately. You can also use a dotmailer function of Triggers to set up a Campaign workflow. Click Save & Continue.

dotmailer campaign creation

You'll then see a confirmation screen where you can make final changes to the campaign subject, reply email address and also the HTML/Plain Text content before choosing to send.

Back to top

Step 5a: Reporting on the Campaign Results in dotmailer

Once the Campaign is active, dotMailer will collect the resulting data which is then in turn pushed back into Workbooks, see Step 6 for more information. Within dotmailer, you can see results of your campaign by clicking Reporting -> My reports.

dotmailer login

dotmailer reports

NOTE: It is recommended that you view this information on the Marketing Campaign record in Workbooks though as it easier to understand. See Step 5b for more information.

Back to top

Step 5b: Viewing Workbooks Campaign Summary

Once a campaign has started to collect data in dotmailer and this synchronises over to Workbooks, you can view the information collected for each individual campaign within Workbooks. Open up the Marketing Campaign and expand the dotmailer section, to reveal the data that has been synced:

dotmailer email sync

In the screenshot above, you can see that the figures are all showing 0. This is because the script that runs to pull information back into Workbooks has not yet run.

It's also possible to see the summary for each individual target by opening the Members tab. When first opened, the view shows basic information about the member. However you can configure the grid to display columns showing details such as Email Opens, Email Clicks, Emails Soft Bounced and so on:

Dotmailer integration tabs

Back to top

Step 6: Synchronising dotMailer Results into Workbooks

Data that is captured in dotmailer such as the number of emails opens, number of emails that have bounced and the number of people that have clicked on the links within your emails is automatically synced back to Workbooks as part of the integration so that all of your information is in one central location.

The frequency of this process is defaulted to run every 4 hours but this can be changed to meet your requirements as necessary. To do this navigate to Start -> Configuration -> Automation -> Processes and open a process called a dotmailer activity to Workbooks.

Change the Run picklist to either Hourly, Frequently, Daily or Monthly. For the first two options, you'll need to enter a value into the Recur every field whereas for Daily or Monthly you simply need to choose a time from the picklist. From within this window, you can manually run a synchronisation from dotmailer to Workbooks by clicking the Run Now button.

dotmailer weekly set-up

Remember to click Save & Close when you are happy with the settings.

Back to top

Maintaining the dotMailer processes

As mentioned on this page, there are 4 processes which make up the dotmailer Integration with Workbooks. There is also information with regards to managing these processes, here, which details how to handle users that have left the company, changing the frequency of the Scheduled Process and so on.

Back to top

  • Integrating DotDigital and Workbooks
  • Integrating MailChimp and Workbooks

© 2023 Workbooks.com - privacy & terms
  • Linkedin
  • Twitter
  • Youtube
  • Facebook