An overview of what you can do within the Email & Integration section within Configuration.
- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
-
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
-
Integrations
- Mapping
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Electronic Signing Tools
-
Docusign Integration
- DocuSign Functionality
- Setting up the DocuSign Integration
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DocuSign - Worked Examples
- DocuSign Example - Taking Payments
- DocuSign Example - Updating Related Records
- Docusign Example - Multiple Document Sends
- DocuSign Example - Creating a Template for Cases
- DocuSign Example - Creating a Template for Organisations
- DocuSign Example - Creating a Template for People
- DocuSign Example - Unified PDF
- DocuSign - Reporting
- Adobe Sign Integration
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Docusign Integration
- Creditsafe Integration
-
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
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Outlook Integrations
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
- Releases & Roadmap
- Workbooks Glossary
Preference Centre
Preference Centre
Tip
Click Reset to default style to remove any changes you've made.
When communicating with your prospects and customers using Mailshots the email that they receive includes an unsubscribe option. You can see an example of what recipients see by clicking Start > Configuration> Email & Integration > Preference Centre.
The message is displayed as a Cascading Style Sheet (CSS). If you're familiar with CSS and want to edit the layout of the message, you can click Edit Style. To preview any changes, click Save & Preview. You can revert to the original style by clicking Reset to default style.
NOTE: By default the Workbooks logo will be included on your subscription management page. If you'd like to replace this with your own logo, visit the Upload Library, open the Company Logos category and click the one called workbooks_email_subscription_logo.png. Click Edit. You can choose a different file to upload. When you Save & Close the dialogue box this logo will be used on your subscription management page.
You can decide whether you want the unsubscribe lists to be based on Active Marketing Campaigns or Mailing Lists by going to Start > Configuration > Database > Database Settings, and ticking the checkbox under Mailshots accordingly.
Related content
An Introduction to Email Settings, including how to set up an Email Account in Workbooks.