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
- Using Reports
- Advanced 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
Event Sponsors
This allows you to store your Sponsor’s information for the Event. It includes the level of Sponsorship they are offering as well as additional information about the Sponsor and your relationship with them.
Like the Speaker Form Layout this is fully customisable within Workbooks, the form Layout by default is very similar to that of the Speaker, only Sponsors can link through to Organisations rather than People Records.
Look up Organisation: If the Sponsor exists within Workbooks you are able to search for them in the Look up Organisation field, this will then populate information on the Sponsor Record.
Name: The Sponsor’s name that will be shown to Event Attendees – will be populated by Look up Organisation field but can be overwritten
Sponsor Level: An Unrestricted Picklist that can amended from looking up the Picklist of “Event Sponsor Levels”, allowing you show whether they are Bronze, Silver or Gold Level Sponsor or similar.
Logo: You are able to upload the Sponsor’s logo – will be populated by the Look up Organisation field if Logo on Org record but can be overwritten.
Published: Once checked the Sponsor will appear in the Event Portal for Attendees to see.
Social Media: You are able to add URLs to the Sponsor’s Facebook, Twitter and LinkedIn Profiles, allowing Attendees to further research your Sponsor or look at the content they are putting out onto the web.
Biography: An overview of who your Sponsor is, why they are speaking at your event and their relevant background. This will be populated by the Look up Organisation field if biography on org but can be overwritten