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
Preference Centre
Where you can go to in Workbooks to view/edit the ‘unsubscribe’ messaging which appears at the bottom of emails sent using Mailshots.
Tip
Click Reset to default style to remove any changes you’ve made.
When communicating with your prospects and customers using Mailshots the email that they receive includes an unsubscribe option. You can see an example of what recipients see by clicking Start > Configuration> Email & Integration > Preference Centre.
The message is displayed as a Cascading Style Sheet (CSS). If you’re familiar with CSS and want to edit the layout of the message, you can click Edit Style. To preview any changes, click Save & Preview. You can revert to the original style by clicking Reset to default style.
NOTE: By default the Workbooks logo will be included on your subscription management page. If you’d like to replace this with your own logo, visit the Upload Library, open the Company Logos category and click the one called workbooks_email_subscription_logo.png. Click Edit. You can choose a different file to upload. When you Save & Close the dialogue box this logo will be used on your subscription management page.
You can decide whether you want the unsubscribe lists to be based on Active Marketing Campaigns or Mailing Lists by going to Start > Configuration > Database > Database Settings, and ticking the checkbox under Mailshots accordingly.
