- 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
- 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
- Supported email clients
- Set Up
- 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
- RevenueGrid Intelligence and Engage
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
- 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
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to Transaction Documents
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
- Desktop Preferences
- Email & Integration
- 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
- Workbooks Scripts
- API Data
- Triggers and Webhooks
- PDF Configuration
- Contact Support
Releases & Roadmap
- September 2023 Release
- 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
Setting Up Gator Smart Forms
Smart Forms are web capture forms that can be used within email Landing Pages and sent out through Campaigns to a targeted audience, or they can be embedded on to your website in order to capture new leads. In addition, Smart Forms can be added to Popups, which makes capturing prospect data even easier as your prospects won't have to make as many clicks to complete an action. Data collected on the forms will be pushed back into GatorLeads. You could use a Popup to promote Newsletter sign ups, or to receive more information about an event you’re hosting.
Smart Forms are an great way to help identify unique visitors. Once a form is submitted a cookie is placed on the User’s browser meaning that the next time they visit they are identifiable by their email address rather than their company IP address.
If, like most customers, you're using WordPress for your website, a Plugin is available to help you add the form to your website without having to amend the HTML widget. Information on the Plugin is available here.
There is now a web form option called Single Script. This enables automatic updates on your form when displayed on a web page, making the administration and maintenance of your forms much easier.
Additionally, Smart Form information also feeds back into Workbooks which can then be used to create or update information on the appropriate Person or Lead Record, more information on this can be found on the Field Mapping page.
To create a Smart Form, go to Tools > Smart Forms then click Create New which will bring up a screen like this:
Here you can choose to create a form by embedding an iframe on your website or to create one by embedding HTML on your website. Where possible, we'd recommend using the embedded code as it provides a more secure submission and is more compatible with https based domains.
Select Smart Form and give your new form a Name and Description. If you want to create a Single Script form, make sure you tick the checkbox, then click Create which takes you to the setup screen where you have 3 tabs:
- Submit Rules
Under Settings you have a number of options on the left, which are:
- Submission Settings
- Email Address
- Confirmation Opt In
- Data Management
- Submission URL
- Design Settings
- Analytics Goal Conversion
- WordPress Plugin Settings
- Enable URL redirect after submission means that the person submitting the form will be directed to a different page once the form is filled and submitted.
- This is where you enter the URL that you want the person to be redirected to.
- The Website Submission Domain is usually your website domain but if not, needs to be a domain that has been set up with Spotler. When entering the domain, do not include the https:// part. You can add more than one if required and they will appear in the Submission Domains box.
- If you want to remove a domain from the Submission Domains box, highlight it and click Remove Selected Submission Domain.
When a person completes a Smart Form, the email address is always a mandatory field, even if nothing else is. If you want the form to check the validity of the email address, you should tick the checkbox next to Enable Additional Email Validation and select an option from the dropdown next to Email Validation. The choices are:
- Standard Email Address - any valid Email address is allowed to be used to submit the form.
- Business Email Address - submissions from personal email address domains such as Gmail or Hotmail are prevented when submitting the form.
- AUS Government Email Addresses - only submissions with a valid Australian Government email address (.gov.au) can submit the form.
Confirmation Opt In
Enable Confirmation Opt In
Once the form has been submitted your selected Confirmation Opt In will be sent in an email to the User allowing for a “double opt in” process on the form.
Add confirm statement
The confirmation Opt In Statement is inserted into the Web Form so someone completing the form is able to confirm their opt in while submitting the form and do not need to do this via an email.
Within Data Management you can decide what you want to happen to the submitted data. It allows you to control how you process the submission and can prevent the same contact from submitting a form multiple times.
If you have multiple Landing Zone URLs set up on your account you can select which URL you want to be used for posting data.
The redirect URL will contain GatorLeads tracking information so once the User continues browsing your site you are able to track all subsequent activities. We recommend that you tick this checkbox.
Adding a reCAPTCHA code to your forms means that human verification will be required before the form can be submitted. For reCAPTCHA to work, you need to have set up a site key and secret key for the domain where your form is located.
When checked, data from previous form submissions will automatically appear in your new form.
Here you can set up the success and failure messages that appear when someone submits a form as well as defining the wording on the submit button.
Analytics Goal Conversion
If you want to use Google Analytics, you can set up your form to track what they call Events. Events are user interactions with content that can be measured independently from a web page or a screen load. Examples of events include: downloads, link clicks and video plays. More information on Google Events is available here.
WordPress Plugin Settings
Once you've created your Smart Form, you'll want to display it on a website page, which is made easier using the WordPress Plugin. The settings you see in this session need to be provided within your WordPress account for the Plugin. More information on downloading and using the Plugin are available here.
This is where you choose which fields to display on your Smart Form. They've been broken up by their data type to help you find them more easily. Simply tick the checkbox next to the fields you want to use. As you do so, you'll see the list on the right-hand side of Selected Fields grows and you can reorder them using drag and drop and remove them from your selection using the red cross on the right. The Email field is always added to your forms by default so cannot be deleted.
Submit Rules allow you to control what happens when a person submits a form. When creating a rule you can do it based on a Page URL or on Field Data. You can choose to have a rule which redirects to a new URL, add the recipient to a Gator Campaign, add the recipient to a Gator Group or trigger an email notification. NOTE: If you choose to add a person to a campaign it must be a Refresh Non-Recurring Type.
Save and Get Embedded Code
When you've finished setting up your form click Save and Get Embedded Code, where you have 3 choices:
- Single Script
- WordPress Plugin
- Form Templates
Choose this option and tick the checkbox next to Include in Single Script. This means any later changes to the form will be reflected automatically on the form. You can then copy the HTML from the two dialogue boxes to put on your website.
Choose this option if you're using the WordPress Plugin.
Choose this option to access the traditional script for inserting a form onto your page.
Save & Lock
We recommend that once you have fully setup and tested your form, you lock it before live submissions are made. This protects your form from any unwanted changes.
For more information on setting up smart forms please see Spotler's help site here.