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  1. Home
  2. Support
  3. Knowledge Base
  4. Knowledge base
  5. Marketing
  6. GatorMail Integration
  7. Setting up the Integration
  • Welcome to the Knowledge Base
  • Introduction
    • Introduction to Workbooks
    • Using the Knowledge Base
    • Editions & Licensing
      • Renewing Licences
    • Workflow
      • Queues
    • Logging In
      • Google Authentication
      • Login Protection
  • Training
    • Training Videos
      • API Training Videos
    • Training Courses
  • Desktop Environment
    • Supported browsers
    • Introduction
    • Desktop
      • Setting up and configuring the Modern Theme
      • Tips & Tricks on the Desktop
    • Records
      • External Links to Workbooks records
      • Tabs
      • Watching Records
      • Notes
    • Landing Pages
      • Bulk Actions
        • Scheduled Bulk Actions
      • Customising Views
        • Customising Columns
        • Filtering
          • Custom Filters
        • Calendar Views
      • Deleted Items
    • HTML Editor
    • Welcome Messages & Bulletins
    • Exporting Data
    • Multi Language
    • Notifications & Reminders
    • Workbooks Mobile Client
      • Modern UI on Mobile/Tablet
  • Preferences
    • Introduction to Preferences
    • Setting your Preferences
      • Email Accounts
  • 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
  • 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 Workbooks and Constant Contact
      • Integrating Dotmailer 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
    • Workbooks Web Insights
      • Tracking Code
        • Restricting Page Tracking
      • 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
      • 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
    • Compliance Records
      • Introduction to Compliance Records
      • Enabling Compliance Records
      • Creating Compliance Records
      • Using Compliance Records
    • GatorMail Integration
      • Setting up the Integration
      • Sending Mailshots using GatorMail
        • Creating a GatorMail Mailshot without a Marketing Campaign
      • GatorForms
      • GatorMail - Dynamic Content
        • Dynamic Content Example - Dynamic Sender
      • GatorMail Domain Setup
      • GatorMail Field Mappings
        • GatorMail Hard Bounces
      • Managing your GatorMail Account
      • Setting up GatorMail Workflows
        • Triggered Mailshots
  • Opportunities
    • Introduction to Opportunities
    • Displaying & Adding Opportunities
    • Opportunity Line Items
    • Opportunity Relationships
  • Integrations
    • Mapping
      • Introduction to the Mapping Module
      • Using the Mapping Module
      • 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
        • Installing the Integration
        • 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
        • Survey Monkey responses to Tasks
      • Multistep Zaps
    • Email Integrations
      • Email Dropbox
        • Setting up your Dropbox
        • Using your Dropbox
      • Workbooks Exchange Server Sync
        • WESS System Requirements
        • Setting up the WESS
        • Synchronising Emails
        • Synchronising People & Contacts
        • Synchronising Tasks & Meetings
        • WESS Troubleshooting
        • The WESS Add-in
          • Introduction to the WESS Add-in
          • Enabling the WESS Add-in
          • Managing Emails with the WESS Add-in
            • Relating Emails to Specific Records
          • Managing Contacts with the WESS Add-in
          • Managing Records with the WESS Add-in
            • Creating Records with the WESS Add-in
      • 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
    • Scribe/Workbooks Connector
      • Connection Setup
      • Connector Control Blocks
      • Worked Example - Create, Read, Update & Delete
  • 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
    • Using Loqate
    • Data Enrichment
      • Introduction to Data Enrichment
      • Setting up Data Enrichment
  • 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
        • 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
      • 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
      • Audit Reporting
  • Dashboards
    • Adding Elements to Dashboards
      • Configuring Dashboard Elements
    • Dashboard Views
    • Dashboard Fields
    • Creating a Sales Dashboard
    • Adding a Dashboard as a Record Tab
  • 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
    • 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
      • 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
    • 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, Constant Contact & dotMailer
      • Loqate
      • SharePoint Integration
      • Bank Account Validation
    • Customisation
      • Creating & Modifying Picklists
      • 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
        • Report-based Custom Fields
        • Linked Fields
        • Record Templates
        • Form Layouts
          • Customising an Organisation form
          • 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
      • API Documentation
      • Plugins
      • 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 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
    • Workbooks Glossary

Setting up the Integration

Prerequisite: You will require a GatorMail licence in order to follow these steps. If you do not have this licence and are interested in using GatorMail, please contact sales@workbooks.com.

GatorMail Setup

Support will be notified when the GatorMail licence has been added to your Contract. They will need to know the domain you will be using within GatorMail (this is normally different from your main business domain). For example, our website domain is www.workbooks.com, and is the domain we use to send all business communication through, however we send marketing communication from workbooks-crm.com - this is common practice and one of the main reasons for this is to avoid getting your main domain blacklisted in error.

If you don’t have a domain that you use, then one can be supplied to you from CommuniGator. The format would generally be companyname.cgml2.com, so if you would prefer to have a different format, then you would need to purchase a new domain name. In some cases, it may be better to use a new domain name, and this is because your old one may be picked up by spam filters regularly. You can check the score for your domain name using a number of online sender reputation measurement tools, such as www.senderscore.org, that can advise you on your domains current reputation.

Linking your GatorMail Account with Workbooks

Once your GatorMail account has been set up, the Workbooks Database and GatorMail account will be linked via an API key. Support will generate one of these for you and send across to CommuniGator to link up your database to your account.

The API Key will be set up with the minimum Capabilities required for the integration to work (i.e. not unrestricted). These Capabilities are as per the screenshot below;

Img1_0.png

 

  • GatorMail Integration
  • Sending Mailshots using GatorMail

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