Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Our Approach to Accessibility
- Getting Started
- Preferences
- Activities
- Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Using the Case Portal
- Email
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Event Management
- Compliance Records
- Force24
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- Sending Emails in GatorMail
- Advanced Features
- 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?
- GatorSurvey
- GatorPopup
- Integrations
- SFTP/FTP Processes
- Mapping
- DocuSign Functionality
- DocuSign – Worked Examples
- DocuSign – Reporting
- Adobe Sign Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- 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
- Microsoft Office
- Auditing
- Comments
- People & Organisations
- Introduction to People & Organisations
- Using Postcode Lookup
- Data Enrichment
- Reporting
- 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
- Invoices
- Quotations
- Supplier Orders
- Sagelink
- Configuration
- Contact Support
- Releases & Roadmap
Installation
Install a plugin to configure the GoToWebinar integration for use on Workbooks Events
NOTE: Before you begin, you will require a licence for Workbooks Events and GoToWebinar. To purchase Workbooks Events, please contact your Account Manager. GoToWebinar can be purchased directly from LogMeIn and is not sold, or licenced by Workbooks.
To set up the integration, install the GoToWebinar Plugin into your Workbooks database. As a System Admin, click Start > Configuration > Automation > Plugins > Add Plugin. From here, select Script Library and then GoToWebinar. Select Install to begin the Plugin installation.
Step 1 of the Plugin allows you configure some of the integration behaviour around retrieving questions from GoToWebinar after a Webinar has completed as follows:
- Enable Retrieve Questions for Attendees: The default value is ON. You can turn the functionality off if this feature is not required.
- New Question – Activity Assigned To: Control which queue or user questions asked during a webinar are assigned to when they are created by the integration.
More information on this functionality can be found here. Once you are happy with the settings, click Continue.
NOTE: Before continuing with the installation of the GoToWebinar integration, ensure that you have your GoToWebinar login details to hand.
The Plugin automatically installs the configuration for use with the integration. The Custom Fields and Processes are listed here. You can close the Plugin window after seeing this message.