- Welcome to the Knowledge Base
- Introduction
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Marketing
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Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
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GatorLeads / Web Insights
- Tracking Code
- 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
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Integrations
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Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
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Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
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Email Integrations
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Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
-
Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
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- Auditing
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Reporting
- Introduction to Reporting
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- Advanced Reporting
- Report Snapshots
- Dashboards
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Transaction Documents
-
Introduction to 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
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- Contract Management
- Sagelink
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Introduction to Transaction Documents
- Auditing
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Configuration
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Customisation
- Creating & Modifying Picklists
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Record Types
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- Customising relationships between parties
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- PDF Configuration
- Contact Support
- Releases & Roadmap
Setting Up Process Buttons for ON24
We’d recommend that you configure a new Form Layout specifically for the Event Type of “Webcast” by using Form Layout Rules as shown:
In addition, add another rule based on the Status of the Event record and thus introduce three Forms for managing Webinars. We’d recommend applying an extra Form Layout Rule as detailed below so that users can only carry out actions appropriate to the current status of the Event:
- For new Events i.e. use for Events that are yet to be scheduled or synchronised with ON24 and show the “Create Webinar” button. The rule to apply, would be Status = Planned
- For Events that have been previously scheduled/synced with ON24. The rule to apply, would be Status = Active
- For Events that have been cancelled, or completed and should not show any Process Buttons at all. The rule to apply, would be Status = Cancelled, Complete.
After a Form Layout has been configured, create a Process Button on the chosen Event Form Layout under the Automation tab with the following settings:
- Button Text: Set as required e.g. “Create Webcast”
- Script Location: Script Library
- Script: ON24 Integration
- Enable: True
- Run As: Current User (this ensure that Audit records show the correct user when this button is used)
- Position: First, or positioned appropriately if you have other Process Buttons configured
- Show Confirmation Message: True
Click Save to reveal the Parameter Values tab. On this tab, set the “mode” parameter. The parameter can only have one value at this time which is "create". This mode is used to sync an Event record to ON24 for the first time to schedule the webcast and start to accept registrations.
Once the Parameter Values are configured, click Save & Close on all screens. All other Parameters can be left blank for this process.