Workbooks

Use our Workbooks integration to synchronise your Workbooks data with Dotdigital; synchronise people, mailing lists, preferences and opt-outs between the systems, and synchronise the interactions like email opens, clicks and unsubscribes to Workbooks to allow for full reporting on your campaign success.

Workbooks integrates with Dotdigital to connect CRM data with email marketing campaigns. Workbooks is the system of record; contacts and mailing lists flow outward to Dotdigital, while engagement data flows back.

Contact & List Sync (Workbooks → Dotdigital)

People records and mapped field data sync automatically to Dotdigital. Mailing lists flagged for Dotdigital sync are created as Dotdigital address books. Complex segments can be built using Workbooks Reports.

Opt-Out & Compliance (Bidirectional)

The No Email flag, unsubscribes, re-subscribes, undeliverable flags, and marketing preferences all sync in both directions, keeping consent data consistent across both systems.

Engagement Activity Sync (Dotdigital → Workbooks)

Campaign engagement events appear on the Online Activities tab of each person record: Email Send, Open, Click-Through, Bounce, Unsubscribe, Web Form Submission, Web Page View, and Download.

Proxy Mailshots

A Proxy Mailshot is created in Workbooks for each Dotdigital campaign, linking all activity back to the correct campaign for attribution and reporting.

Setup

Enabled via Configuration > Licences & Modules. Clicking Start Sync generates the scheduled background processes that run the integration automatically.

Key Use Cases

• Push CRM-filtered segments to Dotdigital for targeted campaigns
• View email engagement on contact records to inform sales follow-up
• Automate opt-out and consent sync for GDPR compliance
• Attribute campaign performance to pipeline and revenue in Workbooks
• Keep contact data clean by syncing bounces and undeliverables back to the CRM
• Maintain a single view of marketing preferences across both systems
• Auto-reactivate contacts in Workbooks when they re-subscribe in Dotdigital