- 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
- Electronic Signing Tools
- 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
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- 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
- 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
Emails
This section is used to control which email templates are used by automated emails that are sent via the Case Portal.
NOTE: Initially all settings are blank and must be configured to use the Case Portal. Once the settings have been configured, click Update Settings on each page to save. This page can be revisited at any time to change the settings.
- Default Sender Email Address: This picklist shows the email accounts that have been configured in Workbooks. If you do not see your account listed here, create it under Configuration -> Email & Integration -> Email Settings and then click the refresh icon. Alternatively, leave this blank to use the Default Sender settings. If neither are configured, emails may fail to send.
- Registration Email Template: When the "Invite Person to Case Portal" Process is invoked from a Person, this Email Template is used. This email template must be based on a Person record to show up here. We have provided a template called "Support Portal - Registration" to get you started which is available after selecting the Person record type from Marketing > Templates > New Template > A Specific Record Type. You can change the body of the email as required, but you must leave the @link@ placeholder in place as this is referenced by the Case Portal and replaced with a personalised registration URL when the template is used.
- Reset Password Email Template: If the user clicks "Forgotten Password" from the Case Portal login screen, this Email Template is used. This email template must be based on a Person record to show up here. We have provided a template called "Support Portal - Forgotten Password" to get you started which is available after selecting the Person record type from Marketing > Templates > New Template > A Specific Record Type. You can change the body of the email as required, but you must leave the @link@ placeholder in place as this is referenced by the Case Portal and replaced with a personalised forgotten password URL when the template is used.
- Send Automatic Emails for Case Status Changes?: By default the Case Portal does not send emails to the primary contact to confirm if a case has been raised or updated. We'd recommend switching this functionality on but it needs configuring to your requirements.
- Choose a Report Which Identifies Emails to Send: If the above setting is switched on, you must set a report which identifies Cases/Activities that require an automated notification email to be sent. See here for more information.