Training Videos
To help you get the most out of Workbooks, we’ve put together a series of videos showing you how to use different aspects of the Workbooks functionality
To help you get the most out of Workbooks we’ve put together a series of videos showing you how to use different aspects of the functionality, depending on your job role. New videos are added regularly so do check back here to learn more. Videos currently available are:
Getting Started with Workbooks
Approx. 15 mins.
This video introduces you to the basics of using Workbooks and will help you with:
- Logging in
- Searching for data
- Navigating via Landing Pages
- Working with data in forms
- Customing views
- Setting your Preferences
Introduction to Workbooks Reporting
Approx. 9 mins.
Workbooks includes a powerful reporting capability. This video looks at how to create a report and it includes:
- Building a simple sales pipeline Report
- Setting up subtotals within a Report
- Applying criteria to narrow down the results
- Building a Summary View of a Report
- Changing the formatting of a Report
- Creating a Dashboard
Importing into Workbooks
Approx. 15 mins.
This video introduces you to the concepts of importing data into Workbooks, whether the data is from a legacy system or from sources such as bought-in data, exhbition attendance information and so on. Covered in this video is how to:
- Upload a CSV file
- Review your uploaded data
- Create field mappings including concatenated and fixed value mappings
- Check for existing records
- Run your import
- Review and approve your import
- Undo your import
Integrating Workbooks with MailChimp
Approx 10 mins.
This video is aimed at marketing users who want to utilise the combined strengths of Workbooks and Mailchimp to maximise the success of their marketing efforts. In it you will learn:
- How to integrate the two systems
- How to create a Workbooks Marketing Campaign and synchronise it with Mailchimp
- How to send a campaign from Mailchimp
- How to view the resulting information in Workbooks