Workbooks x Force24(Force24 Processes page 3)

This process will identify and sync new People to Force24 who have: 

• A ‘true’ value in the ‘Sync with Mailer’ checkbox on People records. 

• Email address is not blank 

• Email address is not linked to another Force24 contact 

• Force24 Contact ID is blank 

It will also sync updated People to Force24 when: 

• Force24 Contact ID is not blank 

• ‘Update at’ is after the last sync 

It will also detect deleted People if: 

• Person is deleted in Workbooks and no other Person in Workbooks uses the same email address then the contact will delete in Force24 

• If another Person record in Workbooks uses the same email address and the records are merged, it will update the Contact in Force24 

This process will 

• Fetch People from Force24 to Unsubscribe 
• Create new People in Workbooks if new contacts are created in Force24 for example anyone who completes a form fill.
• Update the Force24 Lead Score field in Workbooks.

This process will: 

• Sync campaign result data from Force24 and create Online Activities in Workbooks 

• Create a ‘Shadow’ Mailshot to correspond with the Force24 campaign – This will help to easily identify Online Activities related to the Mailshot 

• Fetch web activity and create Online Activities in Workbooks 

• It will only fetch the Activity types as per the settings in the Force24 setup page

This process will: 

• Sync ‘Mailing Lists’ from Workbooks and create ‘Marketing Lists’ in Force24 

• Sync Members to Marketing Lists 

• Adds new Members 

• Removes deleted Members 

Navigate to Start > Marketing > Force24. 

The iFrame allows access to Force24 within Workbooks and automatically logs Main users in using SSO. 

• Accessible through Person records under the Force24 tab. 

• This eliminates the need to sync all campaign results back to Online Activities. 

• The Activity option provides a timeline view of interactions.