Workbooks Data Sync Quick Start Guide
This guide will detail how to create a Data Sync between your Workbooks CRM and your GatorMail instance. For more information, please visit Workbook's Knowledge Base Here.
1. Create a Report in Workbooks
Create a Report in Workbooks that contains the criteria you need for your audience list.
2. Under Marketing, select Mailing Lists
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3. Click New Mailing List
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4. Type in the name for your sync, then select “Create a Dynamic Mailing List”
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5. Choose your Report from the dropdown (you can either scroll or search by typing in the name)
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6. The “View” will normally be “Details”
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7. The “Column” will normally be “Person Reference”
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8. Click “Add Members”
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9. Tick the box “auto Refresh”
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10. Click the + next to “Refresh Schedule” to choose when the data will sync up
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11. Under “Synchronise with” Select “GatorMail”
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12. Save and Close
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