What's New at Insightly March 2023

Learn what's new with Insightly by reviewing enhancements that are now available! For questions, the Additional Resources section can be utilized to learn more about getting support from Insightly. Use the links below to navigate to a specific product.

Insightly Platform 
Insightly CRMInsightly Marketing
Insightly ServiceInsightly AppConnect

Enhancement List

Use these links to navigate to specific enhancements.

Insightly Platform 

Current User Added as Filter Option to Reports and List Views

WhatReport and List View Filters
WhereReports or List Views

When adding a filter that filters by a user to a report or a list view, users may now select ---Current User---. This option will automatically input the logged in user’s id into the field once the report or list has been executed. This will help users create lists and reports that will be applicable and dynamic to each user that uses that list view or report.

Here is a link to our help documentation for using filters.

Field Name Added as Filter Option to Field History Tracking

WhatField History Tracking
WhereRecord > Related Tab

The Field Name field has been added as a filter option in Field History Tracking. Users will be able to filter their Field History Tracking lists by a standard or custom field.

Here is a link to our help documentation for using field history tracking.

Insightly Marketing

New Lead Conversion Field: Lead Source

WhatLead Source Field
WhereProspects, Finish Actions, or Journeys 

The Lead Source field has been added to the lead conversion process for prospects, finish actions, and journeys. The field is not mandatory, however if the lead source is not selected by user, the Default Lead Source will be selected.

Here is a link to our help documentation for converting leads.

Archived Dynamic Lists Editing Error Alert

WhatDynamic Lists
WhereArchived Dynamic List

If a user attempts to edit the filters of an archived dynamic list, an error message will now appear: Lists that have been archived cannot have their filters changed.

Here is a link to our help documentation for lists.

Schedule Insightly Marketing Emails in Batches

WhatEmail Scheduling

In the email scheduling feature in Insightly Marketing, users will now have access to the Send Email in dropdown, which allows them to select how many batches the email will be sent out in, up to 6 batches. If the list contains under 200 prospects, users will not be able to select more than 1 batch. This feature is available to users on Professional and Enterprise plans.

Here is a link to our help documentation for scheduling emails.

WhatRedirect Links

When a user includes a redirect link in an Insightly Marketing email, any prospects that click the redirect link will be included in the redirect links statistics, regardless of whether the destination URL id tracked or untracked.

Here is a link to our help documentation for redirect links.

Do Not Email Field Added to Prospects Grid in List Rules Tab

WhatDo Not Email Column
WhereRecord > List Rules Tab 

When viewing a dynamic list or static list record’s List Rules tab, the prospects grid will now include the Do Not Email column.

Here is a link to our help documentation for working with lists.

UTM Code Tracking Added to Track Performance

WhatUTM Touchpoints Related Grids
WhereObjects and Fields > Record > Page Layouts

Lead, contact, and prospect records can now contain the UTM Touchpoints Related grids to help users track the performance of their content and social media campaigns. It can be added to prospect, lead, and contact records via page layouts. New Insightly Marketing users will have this grid added by default to their prospect records.

Here is a link to our help documentation for using prospects.

Transactional Emails Option Added to Email Creation Process

WhatTransactional Emails

Transactional emails have been added to the Content Type field within the Insightly Marketing email builder. Choosing this option allows users to send important information to prospects, even if those prospects have previously unsubscribed. Types of transactional emails include:

  • Legal notices
  • Shipping confirmations
  • Internal company emails
  • Invoices
  • Password reset emails
  • Critical system changes that require action
  • Terms of service changes

Here is a link to our help documentation for creating emails.

Insightly Service

‘SLA Current Target’ Added as Filter Option

WhatTickets List View Filters
WhereTickets List View

When utilizing a ticket list view, the field SLA Current Target can be used as a filter for users on subscription plans who have Service Level Agreements (SLAs) enabled. Based on the selection made via the SLA Current Target filter drop-down, the list view will display tickets currently in the selected SLA target. SLA Current Target is also available as an option in all ticket reports. 

SLA Time Remaining Added as a Ticket Filter Field

WhatService Level Agreements
WhereTicket Records

For users of Insightly Service who have Service Level Agreements (SLAs) enabled, a new filter field has been added to filter the view by the SLA Time Remaining field.

  • When the filter is configured with the value of less than 0h0m for the SLA Time Remaining field, then the filter will result tickets that have violated their SLA’s and have negative time remaining.
  • When the filter is configured to display tickets where the SLA Time Remaining field is empty, it will show tickets that have no SLA Time Remaining value, and those that have an SLA Time Remaining value of On Hold.
  • Filters allow negative integers (-10, -100, -550, etc.) in order to display tickets that have violated their assigned SLA policy. For example, if the filter is set to less than -100, this equates to ~4 days so the list will display tickets with SLA violations greater than 4 days.

Ticket Ownership Transfer Via New Tickets Queue

WhatTicket Ownership Transfer
WhereNew Tickets Queue > Ticket Record

When a user responds to a ticket in the New Tickets queue, the ownership of that ticket will now be transferred to that user.

Here is a link to our help documentation for queue management.

Insightly AppConnect

Added Auto Stop Protection Auto Restart Conditions

WhatAuto Stop Protection
WhereAppConnect Recipes

When using auto-stop protection for AppConnect recipes, the conditions in which an AppConnect recipe will automatically restart have been updated to include the following criteria:

  • If auto-stop protection is enabled and user is successfully billed for an additional 25,000 tasks within 10 minutes of the 100% usage event.

  • If auto-stop protection has recently been enabled or if the user’s payment was not able to be charged.

  • The time at which the recipe was stopped falls within the same month of the 100% usage event.

Here is a link to our help documentation for auto stop protection.

Additional Resources

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