- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
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Marketing
- Introduction to Marketing
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- Mailshots
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- Templates
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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
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Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
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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
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Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
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Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
- Outreach
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- People & Organisations
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Configuration
- Introduction to System Administration
- Users & Security
- Database
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- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
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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
Mailshots
Workbooks includes the functionality to set up Mailshots, which enable you to send personalised emails in bulk. Emails sent this way are linked to the Person or Lead record so you can easily see the history of the communication with your sales prospects.
An easy-to-use Wizard guides you through the Mailshot process, prompting you to link the Mailshot to a Marketing Campaign. This enables you to see the information within the Marketing Campaign such data about the number of emails sent, the number of members who have unsubscribed and so on.
Mailshots are based on a Template. The Template can include placeholders which are then populated with values from the recipients' Workbooks records, or from the related Marketing Campaign, thus allowing you to send professional communications. The Templates can be set up to include attachments if required.
You can specify the 'from' and 'reply-to' email addresses to use for the Mailshot thus allowing better management of the email marketing process and you can opt to send the Mailshot straight away or schedule it to be sent at a specified date and time.
NOTE: If you've checked the box next to 'No Email' on a Person or Lead record that record will be removed from any future Mailshots (although you can still send them a single email).
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