- 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
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
- Email & Integration
- Creating & Modifying Picklists
- Desktop Preferences
- 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 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
Using Cognism Enrich
On Workbooks Organisation Record, you should now see the ‘Cognism Data Enrich Tool’ tab. Once clicking on this tab, you will be presented with the UI for this tool. Within the UI, you will see the ‘Organisation Linker’ iFrame where any potential company matches that have been retrieved from Cognism will be listed.
NOTE: If there are no matches retrieved from Cognism, then no results will be displayed in the UI.
Under ‘Match Criteria’, you have 2 options for filtering between organisation matches. These are ‘Name’ and ‘Domain’.
Below is an example of matching by ‘Name’ which will present organisations that have been retrieved from Cognism that match with the Workbooks Organisation name. In the results table, you will see the following columns which are ‘Company Name’, ‘Description’, ‘Location’, ‘Website’, ‘Industry’ and ‘No of Employees’.
Below is an example of matching by ‘Domain’ which will present organisations that have been retrieved from Cognism that match with the Workbooks Organisation’s domain. The results table will be the same columns as matching by 'Name'.
In either list, select the appropriate Cognism organisation that matches with the Workbooks Organisation record. This will now allow you to enrich the data for this organisation and find other individuals related.
NOTE: Please ensure you check that all the information for that specific organisation is valid before looking to enrich the data.
Once you’ve selected the relevant Cognism organisation to match with the Workbooks organisation, you will see a browser popup asking you to confirm if you wish to make the link. Click ‘Ok’ if you are happy to proceed.
Once the Organisation data between Cognism & Workbooks has been enriched thus merged, the next step is to look at the People that might be related to that organisation. Within the UI, you will see the ‘Person Finder & Enricher’ iFrame where any related people to that organisation will be listed.
You are presented with 2 options for filtering between people for that organisation. These are ‘Workbooks’ and ‘Cognism’.
The ‘Workbooks’ filter displays a list of people that already exist under the organisation record in Workbooks. In the results table, you will see the following columns which are ‘Person Name’, ‘Job Title’ and ‘Seniority’.
The ‘Cognism’ filter displays a list of employees related to that organisation that have been retrieved from Cognism. The results table will be the same columns as matching by 'Workbooks'.
You will also see 2 additional columns which are ‘Workbooks Match?’ and ‘Email (from Workbooks)’. The ‘Workbooks Match?’ column will indicate if a person already exists in Workbooks. If you see an ‘X’, this means that this person doesn’t exist in Workbooks. Similarly, the ‘Email (from Workbooks)’ column will indicate if an email already exists in Workbooks. If the relevant field is left blank, this means that for this person, an email doesn’t already exist in Workbooks.
NOTE: Usually, if the ‘Workbooks Match?’ column is marked as ‘X’ then it is likely that the ‘Email (from Workbooks)’ column will also be blank
If you have spotted a person retrieved from Cognism that doesn’t already exist in Workbooks under that specific organisation, then you will need to create and/or enrich this person into the platform.
For that specific individual, you will need to click on the blue dropdown menu called ‘Please Select’. From there, you will be presented with 2 options for this person. These are ‘Create’ and ‘Create & Enrich’.
If you select the ‘Create’ option, you will be directed to the Person Creation iFrame where you will be presented with a list of fields found for that selected person that have been retrieved from Cognism. You will need to review ALL the data in these fields to ensure it is valid. For example, in the ‘Email Address’ field, you will have the option to select more than 1 email address (if applicable) and/or amend the email. Once you are happy with the data, click the ‘Create’ button to create a person record which is associated with this organisation.
You will then see a browser popup asking you to confirm whether “you wish to create a person record with the selected data”. Click ‘Ok’ if you are happy to proceed.
As prerequisite to using the ‘Create & Enrich’ option, you will be charged 1 credit per create & enrich of a record.
NOTE: The amount of credit that a client starts with will depend on much has been purchased initially as agreed with their Account Manager.
When selecting the ‘Create & Enrich’ option, you will see a browser popup asking you to confirm whether you wish to spend a credit to create and receive information on that specific person. Click ‘Ok’ if you are happy to proceed.
Then you will again be directed to the Person Creation iFrame where you will be presented with a list of fields found for that selected person that have been retrieved from Cognism.
Similar to the ‘Create’ option, you will need to review ALL the data in these fields to ensure it is valid. Once you are happy with the data, click the ‘Create’ button to create a person record which is associated with this organisation.
You will then see browser popup asking you to confirm whether “you wish to create a person record with the selected data”. Click ‘Ok’ if you are happy to proceed.
Finally, you will again see a green validation message at the top of the screen confirming that this person has been created.
In the scenario where a person already exists in Workbooks and has also been retrieved via Cognism, you may choose to simply ‘Enrich’ the record with Cognism’s data. In the Cognism filter, you will see that a person has a ‘✓’ under the ‘Workbooks Match?’ column which will indicate that they already exist in Workbooks. Should you choose to then ‘Enrich’ this person’s record, you will be charged 1 credit per enrich of a record.
Next you will see a side-by-side comparison of Workbooks & Cognism fields for that specific person. You will now be able to compare each field and make any necessary additions & amendments. For example, the Cognism data may contain a job title for a person which does not currently exist in the Workbooks record. Click the ‘Select’ button on either the left side (to indicate that you wish select the Workbooks field) or the ‘Select’ button on the right (to indicate that you wish select the Cognism field).
Once you are happy with the data, click the ‘Update’ button to update a person record which is associated with this organisation.