- Welcome to the Knowledge Base
- Supported browsers
- Landing Pages
- Workbooks on Mobiles and Tablets
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Custom Fields
- Case Portal Configuration
- Case Portal Additional Features
- Using the Case Portal
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Upload Library
- Using HubSpot with Workbooks
- Introduction to Event Management
- Enabling the Event Management Module
- Using Event Records
- The Event Management Portal
- On The Day Registration App
- Setup On the Day Registration App
- Compliance Records
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- Managing your GatorMail Account
- GatorMail Configuration
- Creating Emails in GatorMail
- Sending Emails in GatorMail
- Advanced Features
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?
Electronic Signing Tools
- DocuSign Functionality
- Setting up the DocuSign Integration
- DocuSign - Worked Examples
- DocuSign - Reporting
- Adobe Sign Integration
- Docusign Integration
- Creditsafe Integration
- 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
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- QuickBooks Online
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- Multistep Zaps
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Workbooks Exchange Server Sync
- Supported email clients
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- What gets synchronised?
- WESS Troubleshooting
Workbooks Outlook Connector
- Introduction to the Outlook Connector
- Before downloading the Outlook Connector
- Download/update the Outlook Connector
- Installing the Outlook Connector
- Using the Outlook Connector
- Outlook Connector Troubleshooting
Event & Webinar Integration Tools
- Create/Update & Cancel Webinars from Events
- Event Attendees as Webinar Registrants
- Event Speakers as Webinar Panelists
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- Authentication with ON24
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- Event Attendees as Webcast Registrants
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- Retrieve Survey Data
- Engagement Hub Interactions
- Azure Active Directory
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- Outreach Authentication
- Sync People to Outreach Prospects
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- 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
People & Organisations
- Introduction to People & Organisations
- De-duplication and Merge
- Using Postcode Lookup
- Data Enrichment
- Introduction to Reporting
- Adding Targets, Conditional Formatting and CSS Styling
- Reporting with multiple currencies
- Drilling into Summary Views
- Improving Report Performance & Run Time
- Displaying reports within Record Views
- Displaying Reports
- Adding a Report view to a Dashboard
- Reporting Explained
- Exporting Reports
- Types of Split Columns
- Using Calculated Columns
- Audit Reporting
- Okta Authentication
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
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- Contract Management
- Introduction to Transaction Documents
- Introduction to System Administration
Users & Security
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- Email & Integration
- Creating & Modifying Picklists
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- Report-based Custom Fields
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- Customising relationships between parties
- Opportunity Stages
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- PDF Configuration
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Releases & Roadmap
- September 2022 Release
- June 2022 Release
- March 2022 Release
- October 2021 Release
- June 2021 Release
- March 2021 Release
- 2020 Releases
- 2019 Releases
- 2018 Releases
- 2017 Releases
- 2016 Releases
- Workbooks Glossary
Creating a Mailshot
To create a Mailshot, click Start > Marketing > Mailshots > New Mailshot. Alternatively, you can create a Mailshot from within a Mailing List or Marketing Campaign by opening the Mailshot tab and clicking New Mailshot.
NOTE: You can only send Mailshots if your System Administrator has configured Workbooks to send emails via your own server, not through the Workbooks server.
This opens a Wizard to guide you through creating your Mailshot including:
- Choosing an existing or creating a new Mailing List or Marketing Campaign whose members will receive the Mailshot and specifying what Member Status to apply to those members.
- Giving the Mailshot a name, description and setting the 'from' and 'reply to' email addresses.
- Choosing or creating an email template, defining the email subject, content and personalisation.
- Attaching files to your email.
- Sending or scheduling the Mailshot emails.
Click Next to move through the Wizard.
Mailshot Mailing List
Tick the Mailing List option and select the existing list from the dropdown menu or click the + button to create a new one.
Mailshot Marketing Campaign
Similarly, if you want to send your Mailshot to the members of an existing Marketing Campaign, use the dropdown picklist select the appropriate Campaign. Choosing an existing campaign will populate the summary fields with information about how many members have email addresses, whether any have unsubscribed from this specific campaign (or have opted out of email altogether) and so on.
Within the Mailshot an Unsubscribe is pulled from the Mailing List Member’s Subscription Status, this information feeds up into the respective Marketing Campaign. Whereas an Optout is where the “No Email” is True for a Mailing List Member on their Person or Sales Lead Record, this then opts them out from all email communications regardless of subscription status to the Mailing List.
NOTE: By default the Public Name field is populated with the name of the Campaign. Bear in mind that this will be used on the public facing subscription management web page so you might want to enter an alternative name here.
If you want to change the status of the campaign members you can use the dropdown picklist next to Change Member Status to. The list offered reflects the statuses already set up for the campaign. If the option you want isn't there, you can click on the campaign symbol to open the campaign and add the status.
If you want to create a new Marketing Campaign you can do so from this screen by clicking the + button.
This screen is where you give your Mailshot a name and description and specify the 'from' and 'reply-to' email addresses.
By default the Mailshot will show the sending user's login email address in the from details. Similarly, any responses will be sent to the sending user. If you want the recipient to see different details for the sender and the reply address you can change them here.
NOTE: To be able to specify a different 'from' address you need to have set up at least one alternative email connection within your Preferences. If you haven't done this you will not be able to send the Mailshot from any address other than the one with which you have logged in.
The content of your email needs to be in the format of an email template which can be personalised with placeholders that substitute values from the recipient's records.
On this screen, you can choose an existing template using the dropdown picklist next to Email Template or click + to create a new one.
When you select a template it will appear in the Content field in read-only format. If you want to modify the underlying template click on the template icon next to Email Template, make your changes (and remember to save them). Within the Mailshot wizard click the Back button and the Next button to invoke the changes, which you'll now be able to see in the Content field.
When you're happy with the email click Next.
Workbooks gives you the ability to filter the mailshot recipients, in case you do not want it to be sent to all members of the Mailing List or Campaign. In this example, we have filtered the "people" down to those whose job title contains the word "director", to help target the campaign better.
If you want to include attachments with your email you can upload them here. Simply click on Upload Attachments then click Choose File and browse to find the file you want to attach. You can upload a maximum of 5 files at a time, each less than 16 MB in size. When you've chosen all the files you want to attach, click Upload.
When you've attached all the required files click Next.
Your Mailshot is now complete, albeit in Draft Status. Here you can add further attachments, send a test email, edit the ‘from’ and ‘reply to’ email details, set a scheduled date and time for the Mailshot to be sent and even change the template used, if appropriate.
This screen provides a summary of the steps you've taken so far. You can:
- Preview your email and send a test email - click on Send test email. You'll be prompted to search for a record to use within the test. Choosing a record will display the Mailshot populated with the values from that record but with your login email details as the recipient. We recommend that you do send yourself a test email to check that you're happy with the details and formatting.
- Send the Mailshot now - click Send Mailshot and the emails will be sent straight away. The length of time it takes for all the emails to be sent will depend on the number of recipients.
- Schedule the Mailshot to be sent later - enter the date and time you want the Mailshot to be sent in the 'Scheduled at' field.
- Schedule the Mailing List to refresh. If you’re using a Dynamic Mailing List, you can set it to automatically refresh at specified times or use ‘Refresh Recipients’ button to refresh Members manually. New list members will be added and members no longer present will be removed from the MailShot.
NOTE: Once the Mailshot has been sent out, the refresh recipients functionality will get automatically disabled.
Adding more Members to the Mailshot
You are able to add more recipients by going to the Recipients tab and clicking the Add button.
Or by using Bulk Actions button on People, Sales Leads, Mailing Lists, Mailshots and Online Activities.
NOTE: Mailshot recipients will see an Unsubscribe link in the email they receive, enabling them to unsubscribe from any Mailing List or Campaign of which they are a member or to unsubscribe from receiving any further email marketing at all. The format of the screen they see can be modified within the Configuration area. More details about this can be found here.
Mailshot Email Report
- After you have initiated the mailshot, information will be shown on the Main Tab. This screen will give you the status of your mailshots, once the process is complete, the status will switch from "Sending" to "Sent".
- If any errors occurred during the sending process, the Email Report view will highlight these, and you can then click on the rows below to see which emails have been affected.
NOTE: In the event that an email initially fails to send, the system will make 9 further attempts, each spaced 10 minutes apart. The Status box will only be set to display errors after all 10 attempts at sending have failed.
Mailing List Statistics
The Statistics tab shows the information of Mailshot recipients and provides the number of those with unique and eligible email addresses.