- Welcome to the Knowledge Base
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Marketing
- Introduction to Marketing
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- Templates
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Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- 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?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
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Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
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Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
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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
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- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
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Email Integrations
- Email Dropbox
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Event & Webinar Integration Tools
- GoToWebinar
- ON24
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Configuration
- Introduction to System Administration
- Users & Security
- Database
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- Customisation
- Automation
- PDF Configuration
- Contact Support
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Releases & Roadmap
- Roadmap
- March 2021 Release
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Templates
Workbooks templates can be used when compiling emails, documents (Google Documents) or Notes. If you regularly send out emails which have similar content or want to create documents or Notes in the same format, you'll benefit from setting up Templates.
Tip
By default, Templates are private to their creator but they can be shared by amending the Sharing Permissions within the padlock icon in the top right-hand corner.
Not only will this feature improve productivity but it will also enforce consistent and a high-quality output.
Workbooks supports the creation of three types of Template:
- A template for a specific record type
These templates can only be used when composing an email, document or Note about a specific type of record and you can include placeholders for data found on those records.
For example, a Case email template to give a customer an update on a support query they've reported might include placeholders for data such as the case reference number, the status, who's the issue is assigned to and so on. A number of pre-defined templates are provided within the product, which can be modified to suit your needs or you can create templates from scratch. - A mailshot email template
A template created for a mailshot. These templates can include placeholders for data drawn from the related Marketing Campaign or from the email recipient records, such as title, name, address, employer, etc. - A simple email template
These templates don't relate to specific record types so can be used for emails throughout Workbooks.
Templates can be entered by typing directly into the body and formatting the text or can be entered as HTML and can include links to images and URLs in your Upload Library.
To see existing Templates click Start > Marketing > Templates, which opens the Templates Landing Page. You can customise the appearance of this (and any other) Landing Page including grouping, filtering and saving views.
For more information on customising views click here.
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