- Welcome to the Knowledge Base
- Introduction to Workbooks
- Using the Knowledge Base
- Editions & Licensing
- Logging In
- Supported browsers
- Landing Pages
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
- 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
- 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 Dropbox
- Workbooks Exchange Server Sync
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
- Retrieve Webinar Data
- Authentication with ON24
- Create Webcasts from Events
- Event Attendees as Webcast Registrants
- Retrieve Webcast Data
- Retrieve Survey Data
- Engagement Hub Interactions
- Azure Active Directory
- Power BI
- 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
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
- Using Calculated Columns
- Audit Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
Email & Integration
- Email Settings
- API Keys
- Web to Case and Web to Lead
- Preference Centre
- MailChimp, Constant Contact & dotMailer
- Bank Account Validation
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- PDF Configuration
- Contact Support
Releases & Roadmap
- October 2021 Release
- June 2021 Release
- 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
Sending GatorMail Campaigns
Marketing Campaigns can contain multiple Mailshots as part of the same campaign, as well as handle activities such as events and webinar registrations. You can track the progression of the Leads/Opportunities resulting from your Marketing Campaigns to review their performance and determine ROI.
The video below runs through how to create the GatorMail Campaign from a Mailshot in Workbooks. Written instructions are also included below.
NOTE: You can use a Mailing List to power a GatorMail Campaign without linking it to a Workbooks Marketing Campaign. If you would like to do this, create your Mailing List from Start > Marketing > Mailshots > New Mailshot, and then skip to Stage 5 on this page.
Stage 1 - Build the Report
Using reports to generate a list of people to send a Mailshot to enables your Mailing Lists to be dynamic. For example, if you wanted to send an email to People in your database that had not been contacted within the last month, if you simply added the members manually (static list), then if they had been contacted between setting up the Campaign and sending it they would still appear on the list. Using a Dynamic Mailing List ensures that People are added or removed based on criteria, so the list is always up to date.
All Reports will need to start from either Sales Leads or People Records, as these are the only Records that can be contacted through any of our Mailshot Integrations.
Using Reports also allows for a greater level of segregation of data as criteria can be applied to any Custom Field or use Calculated Columns in order to only include the most relevant people in your database.
Reports can be as simple as including a Person’s Name, Email address and a criteria that their Email Opt out is False or be more intricate Reports that adds them to a Mailing List after a given period time from opening your first email.
Stage 2 - Create a Mailing List
Once you have set up your Report you can then add this to a new Mailing List to be used in your Campaign. From Start > Marketing > Mailing Lists create a New Mailing List:
From here add a name for your Mailing List and select Create a Dynamic Mailing List
Follow the next Steps to select the Report and the View you want to use to add the Members from. You will also need to specify which Column will be used in order to identify the Members, this can be the Person’s Name or Person reference. We would recommend that you use the Person Reference as a unique identifier as it is possible to have two Mailing List members with the same name.
Once this is done select Add Members, your Mailing List is now set up and the Members and Reports have been added.
It is possible to add more than one Report to a Mailing List by selecting the Reports tab and Add Report you can add as many additional Report Views as you require for the Mailing List.
As this Mailing List is Dynamic the Members tab will be refreshed in line with the Refresh Schedule, by default this is set for 6AM every day. This means that any Members that no longer satisfy the criteria of the Report are removed and new Members are added. You may want to adjust this depending on the type of Campaign you are sending, for example if this email is being sent out shortly after someone downloads marketing material from your website then you may want to be refreshing the Mailing List every few minutes. Alternatively, if this is a monthly newsletter you may only need it to refresh once a month before the newsletter goes out.
Note: Mailshots will cease to refresh Members from their Mailing Lists once it has entered a Sent state.
Stage 3 - Add Mailing List to the Campaign
Once you have created your Mailing List you can create your Campaign, or add the Mailing List to an existing Campaign. While GatorMail does not require a Campaign in order to sync the Mailshot, we still advise this as it enables you to track all Marketing activity within a single place. If you do send multiple Mailshots, it will also allow you to review the overall success of the series of emails as well as the individual success of each Mailshot.
Once the Campaign has been created, on the Mailing Lists tab select the Add Mailing List button and add the Mailing List and Member status for the Campaign.
Once this has been done your Campaign Members should be refreshed and added to the Members tab of the Campaign.
Stage 4 - Create the Mailshot
A GatorMail Mailshot can be created directly from the Campaign. On the Mailshots tab, select New Mailshot and select New GatorMail Mailshot. On the next step of the Wizard you will be asked if you want to add Campaign Members or Member Lists.
Adding Campaign Members allows you to segment all of your Members across all Mailing Lists on the Campaign. This method is limited as you will only be able to filter Members on criteria set on either Standard Fields or Indexed Custom Fields. You can then set the Member Status of the Mailshot and move on to the next stage.
Adding Member Lists instead gives you the option to add an entire Mailing List to the Mailshot, we recommend this option as you should have created all of your Filters / Criteria for who will receive this Mailshot when setting up the Report.
Selecting this option also gives you the ability to add the Filters / criteria that you would be able to from the Campaign Members route, so can be further filtered down if required.
Once done you are able to give your Mailshot a Name, Description and Type. GatorMail Mailshot Types are as follows:
- Static - The Mailshot is initiated once only for the recipients available at the time the mailshot is run.
- Refresh Recurring - The Mailshot will continue to run with an interval set in weeks / months (Recurring) and new recipients, added after the mailshot is initiated; who meet the selection criteria or are included in the group, will receive the mailshot as it recurs (Refresh).
- Refresh Non-Recurring - The Mailshot is initiated once only for each recipient. New recipients, added after the mailshot is initiated, who meet the selection criteria or are included in the group, will receive the mailshot (refresh) once only.
- Static Recurring - The Mailshot will continue to be run with an interval set in days (Recurring) for the recipients available at the time the mailshot is initiated.
- Campaign Series / Workflow - The Mailshot is going to be part of a Series or a Workflow and therefore will not have recipients attached to it.
For most Mailshots we would recommend to use the Refresh Non-Recurring. This is because your Member List will keep Refreshing from your Mailing List inline with your Refresh Schedule until the Mailshot is sent from GatorMail, and each recipient will only receive the email once.
This will now create a draft Mailshot.
Stage 5 - Finalising your Mailshot
While your Mailshot is still in a draft state you are still able to make changes to it before synchronising it with GatorMail, the main changes you may want to make while in this stage are the Name and the Mailshot Type, once synchronised you will not be able to amend them.
Once you are happy with the setup of your Mailshot you will need to press the Synchronise button at the top of the Mailshot.
This syncs the Mailshot with Spotler and can take a few minutes to complete. Once Synchronised, a link will appear on your Mailshot that will take you directly to the Campaign setup in GatorMail. You will receive a notification in line with your Notification Settings when this has been completed.
Reloading the Mailshot will now show the Link to the Campaign.
Within the GatorMail Portal, select your newly created Campaign and it will give you the option to set up a Quick Campaign, a Campaign or GatorExpress.
Quick Campaigns use a drag and drop editor which can allow you to quickly and simply create email content to be sent out. New content can be easily added through the creation of blocks containing text or images.
We would recommend using a Campaign in most cases as this allows you to use the full suite of GatorMail Tools such as Dynamic Content. Whereas a Quick Campaign is best used for sending simple Emails that takes you through a step by step Wizard and can provide a quicker send.
More information on how to set up each of these can be found within Spotler’s Knowledge Base page.
Stage 6 - Online Activities
Once a Mailshot has been sent from GatorMail you will now able to review all of the send statistics from the Mailshot in Workbooks.
Additionally, Online Activities are created for every action taken within the Mailshot including Sent, Opens, Click throughs and Unsubscribes. These will all appear on the Online tab of the Campaign and Mailshot, allowing you to review each individual Mailshot as well as the Campaign.
These Online Activities can then be reported on and can form the basis of follow up Mailshots or measure overall Campaign or Mailshot performance.