Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
- Event Management
- Compliance Records
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
- 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
- GatorWorkflow
- GatorPopup
- Opportunities
- Projects
- Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Setting up Zaps
- 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
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
- RevenueGrid Intelligence and Engage
- 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
- RingCentral
- Auditing
- Comments
- People & Organisations
- Reporting
- Introduction to Reporting
- Using Reports
- Introduction to Charts
- Exporting Reports
- Advanced Reporting
- Report Snapshots
- Dashboards
- 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
- Supplier Orders
- Contract Management
- Sagelink
- Introduction to Transaction Documents
- Auditing
- Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Creating & Modifying Picklists
- Theme
- Record Types
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Sign In Customisation
- Automation
- Contact Support
- Releases & Roadmap
“My Mailshot Has Not Synchronised From Workbooks to GatorMail.”
Last updated : 17th October 2023
Pressing the ‘Synchronise’ button on your Mailshot in Workbooks sets off a sequence of events that will result in it arriving in your Spotler instance as an Integrated Campaign – but what if it doesn’t arrive? If you find yourself waiting for your Campaign to arrive in Spotler, there are a couple of things you can try in the meantime:
- Be Patient! Depending on the size of the audience, a Mailshot can take several minutes to sync across via the integration. Synchronising multiple Mailshots at the same time can also be detrimental to your Campaigns arriving in GatorMail swiftly. To avoid any Campaigns being sent out late, make sure you sync your Campaigns over to GatorMail well before you intend to send them.
- Check the Mailshot’s name. Whilst Workbooks supports Mailshot names that are in excess of 100 characters, GatorMail does not. Attempting to sync such a Mailshot will result in the sync queue becoming blocked, preventing any subsequently synchronised Mailshots from arriving in GatorMail. If you have synchronised a Mailshot which has a name exceeding 100 characters, you will need to delete the Mailshot in Workbooks to unblock the queue, before recreating it with a shorter name.
- Check that your API Key is valid. The sync between Workbooks and GatorMail is managed through an API Key which may be disabled or have expired. System Admins can check the status of any API key by navigating to Start > Configuration > Automation > API Keys. In this window, find the GatorMail API Key and ensure that it has an ‘Until’ date in the future (or blank) and a ‘Valid From’ in the past (or blank). Also sure there is a check in the box ‘Enabled?’.
- Check that your integration is running. In GatorMail, navigate to Tools > Integration > General. In this screen, ensure there is a green check in the field next to ‘Integration running’. If there is not, please contact Workbooks Support.
Failing any of the above, please contact support@workbooks.com.