If you use Insightly Marketing as well as Insightly CRM, many of your Contacts and Leads may benefit from receiving Emails sent through Insightly Marketing.
Users can add these records to Lists through bulk editing if they have a Prospect record that is associated with the Contact or Lead.
Marketing List is also available within the Contact and Lead individual records' Related tabs in CRM. Clicking on Marketing Lists from CRM will redirect the user to the list details page in Marketing. By default, this option will not be available in a page layout but it can be added by an Administrator via System Settings.
You will need to have editing permissions for the Prospect to use this feature.
To add Contacts and Leads to Marketing Lists:
- Go to Contacts or Leads.
- Select records to be bulk edited.
- Click the Add to Marketing List button.
- Select the List you want to add your Contacts or Lead to. Prospects linked to selected Contacts or Leads can be added to a static List in Insightly Marketing for targeting with Journeys and Emails.
- Click Add to List.
- Add to Marketing List option is also available from Action menu. When a user opts for the 'Add to Marketing List' action menu item in CRM, a new Prospect will be generated if there is no existing Prospect linked with the corresponding Contact or Lead. It's important to note that this action is only applicable when the Contact or Lead includes an Email Address, as the creation of a Prospect requires this field. If the Email Address is not present, the action will not be executed, considering the Email Address is a mandatory field for Prospect creation.
- Marketing List is also available within the Contact and Lead individual records' Related tabs in CRM. Clicking on Marketing Lists from CRM will redirect the user to the list details page in Marketing.
By default, this option will not be available in a page layout but it can be added by an Administrator via System Settings.