Force24

As a minimum: Force24 Base License (which includes 10,000 contacts, 72,000 sends per annum and 3 main users).  Other packages are available, speak to your Account Manager to get the right license level depending on your usage.

Start > Marketing > Force24

Force24 is a powerful marketing automation platform designed to help businesses capture, captivate, and convert their target audience. The platform offers a range of features, including data segmentation, campaign creation and journey management. By integrating with your data in Workbooks, you can provide the whole business with valuable insights into the interactions you have with prospects and customers, helping you to make information-driven decisions, build stronger relationships and close more deals.  Click here to find out more about Force24’s features. Force24 have provided the tools for you to accomplish this in an efficient, easy to use platform as demonstrated by Force24 CEO & founder Adam Oldfield in this platform overview demonstration. 

After signing up for Force24, you will embark on an onboarding journey that includes the following steps: 

Force24 will schedule calls to cover: 

• Initial setup 

• Platform overview and training 

• Cover onboarding steps 

In the meantime, it would be Workbooks Support team will enable the Module on your database and will schedule a call an onboarding call to discuss the following points and setup the integration: 

• Who will be the master user? 

• Which other users will need to be a marketing user in Force24? 

• Which People records do you want synced to Force24? 
• Which fields within Workbooks need to be mapped to Force24? (Currently only fields on a Person record are mappable. However, are there fields from other record types that are required, in which case is any admin required to achieve this?) 
• We set up the Force24 Lead Score on People and Sales Leads as part of the Onboarding process. A Lead Score helps track individuals engaging with your email or web content. This data is brought into Workbooks, enabling you to leverage it for driving workflows such as creating Opportunities. You can find more information on Force24 Lead Score here –  How to edit lead score values : Force24 Support
• Who should be set as the ‘Notify’ user? 

• What data do you want to come back into Workbooks as an Online Activity? 

• Confirm a generic email address that can be used as a ‘Default User Login’ (This does need to be an active email address, so once setup in Force24, it can be authenticated. Further access to this inbox is not required) 

• Review data quality (How many records are undeliverable? How many duplicates? Do you want to have some time to manage this data prior to starting the integration?) 

The onboarding of customers and 1st line support for the Force24 is provided by Force24. This is so Force24’s support team (support@force24.co.uk) is best placed to provide specialized assistance and guidance on deliveries, advising, and other support-related queries. The integration is written and managed by Workbooks, allowing us greater flexibility for direct intervention and resolution of problems, ensuring smoother operations. Therefore, for any questions or issues regarding the synchronization of data between the two platforms, then raise this with us (support@workbooks.com) 

Once we have completed the above, we then move on to identifying records that are duplicates that will be synced. We do this via a Report and a Person Landing Page view: 

• Landing Page View
  • Open People > All People 
  • Add the following filters: 
    • Sync with Mailers – Is True 
    • Email – Is not blank 
    • Save the view by clicking View > Save as > Name can be something like ‘Force24 Valid Records’ 
    • Share the view with the relevant user 

• Report – Please check if you already have a report setup for Duplicate People already. If not, there is a template report that can be used ‘Template – Possible Duplicate People’ 
  • Add the following columns to the Details view:  
    • Email Address Undeliverable 
    • No Email 
  • On the summary view ‘Matching Email Address’ add criteria for: 
    • Email Address Undeliverable – Is false 
    • No Email – Is false 
    • Make sure the report is shared with the relevant user