Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Training
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- Preferences
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- Introduction to Marketing
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- Event Management
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- 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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- 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
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- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
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- QuickBooks Online
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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
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- Introduction to Reporting
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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
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- Sagelink
- Introduction to Transaction Documents
- Auditing
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- Customising relationships between parties
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- Automation
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- Releases & Roadmap
Viewing Web Insights Data on your Form Layouts
Last updated : 03/03/2017The Web Insights plugin setup creates the custom fields for you, but the plugin cannot control the position of fields on the Form Layout. Therefore you are likely to need to update the Form Layout and position the fields. For ease of access we recommend the Web Insights fields are grouped together in a single section to make the data easier to access.
Below is an example of how you might want to display the fields on the relevant form layouts for each record type.
You can find further information about amending Form Layouts in our Knowledge Base. The above example is made up of:
- 1 x one-column section – This should have a Title & Border, and be given a title of Web Insights
- 1 x two-column section – call this something that identifies what it is, but this doesn’t need a Title & Border
Position the fields within the Web Insights section on each Form Layout
REMINDER: When you perform the step below, for each Web Insights field, remember to also make each field read-only (tick the read-only box on each field).
Once you’ve created the sections mentioned above on each Form Layout (for Lead, Person and Organisation), position the Insights fields within the two-column section, then position the wider Insights Background field to appear after those fields, within the one-column section. Simply select each field on the Form Layout’s Fields tab e.g. Insights Last Visit, select the appropriate Parent Section and Position, tick the read-only checkbox, click Save & Close on the field. When you’ve positioned all of the fields click Save & Close on the Form Layout.
As mentioned above, you can find further information about amending Form Layouts in our Knowledge Base.
Online Tab
You can view all Online Activities for the Sales Lead, Person or Organisation that you are viewing by enabling the Online tab. This enables you to see where else they went on your website and how they got there – this may provide you some insight into what they are interested in.
You can enable the Online tab by going to Start > Configuration > Customisation > Record Types – you will need to select the Form Layout that you would like to see the Online tab on, and enable the Online tab within here.
