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
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- 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
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- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
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- ON24
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- Outreach
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- 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
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- Comments
- People & Organisations
- Reporting
- Introduction to Reporting
- Using Reports
- Introduction to Charts
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- 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
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- Sagelink
- Introduction to Transaction Documents
- Auditing
- Configuration
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- Creating & Modifying Picklists
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- Linked Fields & Reference Fields
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- Customising relationships between parties
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- Sign In Customisation
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- Contact Support
- Releases & Roadmap
GatorLeads / Web Insights
What is Web Insights?
Web Insights is primarily a lead generation module which allows you to track the digital footprint of prospects in your sales funnel but also of your existing customers. You can easily see who is visiting your website, which pages they’re reviewing and how often. This information is brought into Workbooks by integration with GatorLeads (from Spotler) and then linked to existing Workbooks records or even used to create new records (i.e. Sales Leads). Using the Workbooks reporting functionality, you can build efficient reports that will help you make the most of your website traffic data.
How does it work?
The Tracking Code placed on your website allows GatorLeads to track which Organisations and People have been visiting your website, and which pages have been viewed. By adding a rating to each of your pages in GatorLeads, you can target Organisations which are most likely to be ‘hot’ leads based on the pages they have been visiting.
The GatorLeads tracking code will catch the Domain Name, which is then brought into Workbooks by the Web Insights Plugin. It will look for an existing Domain Name record or Email Address, and if it finds one, it will create an Online Activity against the existing Organisation, Person or Sales Lead. If it doesn’t find one, it will create a new Domain Name record and link this up to a new Sales Lead record.
A new Online Activity is created for each page visit and will include Insights data such as:
- The type of Activity (page view, download, web form submission)
- The Referrer URL (which page or website was used to get to this one)
- Which page was visited
- The Score for that page
- Which record it has been linked to
This information is then summarised within the Web Insights fields listed below, on Organisations, Sales Leads and People previously created by the plugin:
- Last Visit Date
- Insight Score (today, 7 days, 30 days)
- Industry, revenues, Employees
How do I get started?
You should email sales@workbooks.com and provide them with:
- Your name
- Organisation name
- Your contact number
- Website address to be tracked
Note* You will need to have the resource available to put the tracking code on your website.