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
Reporting: Poll Responses
Last updated : 6th July 2020
Report on the Poll data captured during an ON24 Webcast
NOTE: You will require a licence for Custom Records to use this functionality.
The ON24 integration stores the results of a poll in Workbooks on an Online Activity record, with a type of “Webcast Poll”. A JSON string received from ON24 is stored in the Form Submission JSON field. The JSON field is not easily human-readable or reportable, so you are unable to group by a particular Webcast, question, etc. If you wish to create Reports on this data, you’ll need to configure an additional Scheduled Process using a secondary Script Library script as described in the steps below.
Step 1: Create a Scheduled Process called “Create Poll Responses“.
- Choose the “Script Library” as the location, and the script called “Format Poll Responses” from the list.
Step 2: Create a Custom Record Type called “Poll Responses“
- When you type the name in, Workbooks automatically populates the “Name (plural)” and “Route” fields with “Poll Responsess”
- NOTE: The double “s” will cause this script to fail. REMOVE THE EXTRA “S” OTHERWISE THE SCRIPT WILL NOT WORK.
- Also set the Description, Icon and Prefix as required.
Step 3: Create a Report on Online Activities using the pre-populated report.
- Add in the Object Reference column
- Add criteria for “Online Activity Type” = “Webcast Poll”
Step 4: Create Custom Fields on the “Poll Responses” Custom Record type as follows:
- Online Activity (DLI field type. Use the report created in Step 3, and set the Display Column to “Object Reference”)
- Question (Multi-line text field type)
- Answer (Multi-line text field type)
Step 5: Create a Custom Field on Online Activities
- Poll Data Processed (checkbox)
Once the steps above are complete, you can build reports as usual by clicking Start > New > Report, and then selecting the Poll Responses record type from the list.