Getting started with Force24

Once you have purchased a Force24 licence, the module will appear in your database which will need to be enabled. To do so please click on Start > Configuration > Account Settings > Licenses & Modules > Modules > Force24 Integration. In doing so, this will create the automated processes used by the integration as well as make the Force24 section appear within the Start menu. 

To have visibility of the Force24 UI, as well as the Force24 configuration, Users will require the necessary Capabilities. 

• Force24 Full User
• Modify Force24 Configuration
• Modify Force24 Marketing Configuration

Once the steps above have been completed, the following actions will occur automatically: 

• The Force24 configuration area will appear: Start > Configuration > Email Integrations > Force24 
• The Force24 UI within the Workbooks start menu will be visible by following path Start > Marketing > Force24 
• Force24 tabs will be created and displayed on People records and Mailing Lists 
• Force24 will be added to the picklist ‘Synchronise Mailing List with’ to allow for Force24 to be selected when setting up a Mailing List within Workbooks 

After sending the onboarding email from Workbooks support, we co-ordinate with Force24 to provision your account.  

The Main User can then obtain the API Key, Secret Key, and Client ID, which must be entered into the Force24 Configuration in your database. 

In Force24:  Navigate to Settings > Application > New Application. Here, after naming the application and clicking create, you will be able to see two values, ID and Secret. 

In Workbooks:  Navigate to Start > Configuration > Email Integrations > Force24. Add the API Key (ID) and Secret Key (Secret) from your instance of Force24 

Contact Sync 

1. Sync Status: Customers on boarding will see similar information as the integration is not Live at this point 
2. Notify User: Select a User on your Workbooks database who is notified if and when updates are available for the synchronization. 

Activity Sync  

This section specifies the data to retrieve from Force24 as Online Activities in Workbooks. The checkboxes shown above are what users will see when configuring Force24. 

Force24 Sign on 

For users without a Force24 login, a default user can be configured to provide limited access through the integrated Force24 tab on People records. 

Creating Field Mappings Between Workbooks and Force24, any additional People data used for segmentation needs to be synced to Force24. To aid this process, you are able to create field mappings between Workbooks Fields and Force24 Fields. To configure this please navigate to  Start > Configuration > Email Marketing > Force24 > Field Mapping.

Following on from the above( Start > Configuration > Email Marketing > Force24 > Field Mapping) > Add Field Mapping  –

A new window, Force24 Field Mapping opens where you select or configure the actual mappings –

When integrating Workbooks with Force24, you may need to map fields between the two platforms. This guide will walk you through the two scenarios for field mapping:

Scenario 1: Map to an Existing Force24 Field

1. Select the Field in Workbook:
   1. Navigate to the Workbooks Field section.
   2. Choose the field you want to map. 
2. Select the Corresponding Field in Force24:
   – In the Force24 Field section, select the existing field that matches the Workbooks field.

Scenario 2: Map to a New Force24 Field

1. Select the Field in Workbooks:
   1. Navigate to the Workbooks Field section.
   2. Choose the field you want to map.
2. Add a New Field in Force24:
   1. Check the box for ‘Add new Force24 field’.
   2. This will create a new field in Force24 and map it to the selected Workbooks field.

By following these steps, you can ensure that your data is accurately mapped between Workbooks and Force24, whether you’re using existing fields or creating new ones.

To set up Email Preferences in Force24: 

• Navigate to Settings > Account Settings > Opt-Out Sub-Preferences in Force24. 
• Once configured, go to Start > Configuration > Email Marketing > Force24 > Preference Mapping in Workbooks to create the mappings.