- Welcome to the Knowledge Base
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Marketing
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Workbooks Web Insights
- Tracking Code
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- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
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- 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
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Integrations
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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
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- QuickBooks Online
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Email Integrations
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Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
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Configuration
- Introduction to System Administration
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Releases & Roadmap
- Roadmap
- 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
Event Attendees as Webinar Registrants
The GoToWebinar Plugin creates a Scheduled Process called “GoToWebinar – Create Registrants” as part of the installation. This process automatically registers Attendees for any Events that have been synchronised with GoToWebinar using the “Create Webinar” process outlined here.
The integration will find any Event Attendee that has a status of Registered. Only Attendees that have an email address populated on the associated Person record in the “Email Address” standard Workbooks field are invited.
NOTE: Custom Email Fields, or the Alternate Email address field are not supported, and will not work for this process. The Event Attendee will be ignored.
Upon successful registration, each Attendee will receive an email from GoToWebinar with details of how to join and a summary of the Webinar they have been registered too. The content of the registration email can be configured directly in GoToWebinar as required unless you have disabled the confirmation email when using the "Create Webinar" button. The GoToWebinar integration sets these fields on each Event Attendee:
# | Workbooks Field | Value |
---|---|---|
1 | Synced to GoToWebinar | TRUE |
2 | GoToWebinar Registrant Key | Id returned from GoToWebinar |
On an Event, Event Speakers can be added under a separate tab. These records are automatically created as Event Attendees but are ignored by this process. If this process finds an Attendee that is also an Event Speaker, the status of the Attendee will be updated to Speaker and ignored from future checks.
Event Speakers are synchronised as part of another process documented here.