- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Mailing Lists
- Mailshots
- Marketing Campaigns
- Products
- 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
- 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
- GatorMail Integration
- Opportunities
- Creditsafe Integration
- People & Organisations
- Electronic Signing Tools
- Reporting
- Dashboards
- Compliance Record
- Data Enrichment
- Transaction Documents
- Mapping
-
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
- Survey Monkey responses to Tasks
- Multistep Zaps
- Outlook Connector
- Exchange Server Sync
- Workbooks Mobile Client
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
- Releases & Roadmap
- Workbooks Glossary
Setting up the Plugin
We have created a Web Insights Plugin, which will speed up the process of getting various fields and processes created in Workbooks so that the data from GatorLeads can be brought into Workbooks. The Plugin will create:
- a new section within the Email & Integration panel in Configuration called Web Insights.
- a scheduled process to bring in updates from the GatorLeads service. The scheduled process will run every 5 minutes, but you can amend it if you wish to.
- two record types:
- Online Activities
- Domain Names
- a number of custom fields. These will be available to be added to form layouts for Sales Leads, People and Organisations and will hold Web Insights data such as 'Insights Score' and 'Insights Last Visit date'.
- Domain Name records for each of your Organisations and Sales Leads with the website field completed. You can find further information about Domain Records here.
The below video will run through the steps to setting up the plugin, or alternatively, please refer to the steps outlined further below.
Step 1: Enable the Module/Extension
Before setting up a plugin, make sure that Marketing Automation module has been enabled in your database by going to Start > Configuration > Users & Security > Licences & Modules > Modules.
Step 2: Add the Plugin
To set up the plugin, go to Start > Configuration > Automation > Plugins > Add Plugin and select Workbooks Web Insights. You will then need to click on Install.
Step 3: Enter your GatorLeads account details
To complete the setup, the next step is for you to enter your GatorLeads account details. You will need to close the Configuration window, open it again and expand the Email & Integration section. You should then click on Web Insights to see the form and fill in your GatorLeads credentials.
The plugin will now start creating the custom fields used to summarise the data on your form layouts, and will also start creating Leads and Online Activity records.