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
Introduction to GatorMail
What is GatorMail?
GatorMail is an advanced email marketing tool enabling you to send automated, targeted marketing messages via email to any Mailing List, which helps to generate Leads, increase sales, strengthen customer relationships and drive efficiency.
For new business GatorMail allows users to focus on:
- Delivering a personalised message
- Lead nurturing
- Gaining greater market insights
- Unifying the Sales and Marketing Team
When working with existing customers GatorMail helps users to:
- Maintain a personal touch as they grow
- Sell more
- Manage subscriptions and renewals
GatorMail further improves efficiency across sales and marketing teams by:
- Removing data silos and duplication
- Creating a single customer view
- Providing better quality prospects with higher quality engagement
- Increasing conversion rates and ROI
GatorMail Setup
The Workbooks Support team will be notified when a GatorMail licence has been added to your Contract. They will need to know the domain you will be using within GatorMail (this is normally different from your main business domain). More information on this can be found here.
Support will set up the integration in your system and liaise with Spotler to ensure everything is ready for you to start using GatorMail – they will be in contact with you if they require any further information.
As part of the integration, the Support team will set up an API key with the following capabilities:
- Create Marketing Campaigns
- Modify Marketing Campaign
- View Marketing Campaigns
- Create Mailing Lists
- Modify Mailing Lists
- View Mailing Lists
- Create Online Activities
- Modify Online Activities
- View Online Activities
- Create Parties (People and Organisations)
- Modify Parties (People and Organisations)
- View Parties (People and Organisations)
- Create Sales Leads
- Modify Sales Leads
- View Sales Leads
- Manage Mail Shots
- View Mail Shots
- Manage Domain Names
- View Domain Names