Administrators Quick Start Guide

About

Insightly Marketing Account Administrators are responsible for initial setup of a Marketing account prior to users creating content. 

In this Article

About

Step 1: Account Setup

Add New Users

Enable Existing Insightly CRM Users

Step 2: Setup Web Tracking Domains

Step 3: Add an Email Sending Domain

Step 4: CRM Connector Setup

Step 1: Account Setup

Adding users can only be performed by Insightly Marketing Account Administrators. There are two ways to add users to Insightly Marketing:

Add New Users

  1. Within Insightly Marketing, click the user icon in the upper right corner and select System Settings from the available options.
  2. From the System Settings screen, select User List from the Users section on the left.
    1. To add or invite a new user to Insightly Marketing, click Add New User located at the top right of the user list table. 
    2. The Add New User popup will display - how a user is added will determine how they will sign into Insightly Marketing:

      Section

      Field

      Details

      Add Google Apps User (sign in with Google Workplace i.e., G Suite) 

      Dropdown Menu

      Select the applicable Google Apps user to add.

      Invite New User (non google apps users. Sign in with email/password)

      First Name

      Enter the new user's first name

      Last Name

      Enter the new user's last name

      Email Address

      Enter the new user's email address

      Select a Profile

      Dropdown menu

      Select a profile to assign to the new user. This will define what type of user they are.

      Product User Licenses

      Various Checkboxes

      Enable subscription options for the new user

    3. When all details have been entered via the Add New User popup, click Add New User within the popup to complete the process. 

Enable Existing Insightly CRM Users

  1. Within Insightly CRM, click the user icon in the upper right corner and select System Settings
  2. From the System Settings screen, select User List from the Users section on the left. 
    1. Locate the applicable user that requires Insightly Marketing access and open their user record. 
    2. Click Edit User located at the top right of the user's record. 
      1. Via the Product User Licenses section, enable Insightly Marketing for the user by checking the Marketing Subscription checkbox. 
      2. Once the user's licenses have been updated, click Save User Details.
      3. Users with the Marketing Subscription checkbox enabled can access Insightly Marketing via Insightly CRM by selecting the grid menu in the upper right corner and choosing Marketing.

Step 2: Setup Web Tracking Domains

A Web Tracking Domain (also referred to as an Engagement Tracking Domain) is a domain that a tracked link will redirect through before reaching the final URL path of the original link. Web Tracking Domains are only available on Professional and Enterprise level paid plans. Insightly Marketing Account Administrators can setup Web Tracking Domains and add the tracking code to their website to obtain visitor data. 

Step 3: Add an Email Sending Domain

In order to strengthen the authentication of outgoing emails, Insightly Marketing Account Administrators can add their email sending domains to Insightly Marketing. 

Step 4: CRM Connector Setup

For users utilizing both Insightly CRM and Insightly Marketing, some records in each application may share important information. CRM Connector can be used to sync Leads and Contacts in Insightly CRM to Prospects in Insightly Marketing. CRM Connector can also be utilized for Prospect Field Mapping to clone and automatically update Insightly CRM and Insightly Marketing corresponding fields. 

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