How to configure Email templates and send a campaign in Insightly Marketing

Emails sent through Insightly Marketing are created using highly customizable templates to make sending high-quality, personalized emails simple.

You can also create email templates to use in Journeys.

To create and send an email campaign:

  1. Go to Emails. Click New Email.
  2. Enter a name for the record and set the subject line recipients will see. 
  3. Add the Email's subject line and preview text.
  4. Select a user from the From dropdown. Enter a From Fallback sender and email address that will be used in the event that the original sender is no longer available.
  5. If needed, check the box next to Custom Reply To and enter an email address that the recipients of the Email will be able to use to contact you.
  6. Add recipient and suppression lists.
  7. Click Next.
  8. Select an Email Template.
  9. There are several content options that can be added to your template:

    From the Content tab, select one and drag it where you want it to appear on your template.

  10. Click on the content you've added to pull up content properties. From here, you can further customize the content you've added.
    For example, if you added a button you can add a URL, change the text formatting, alter the button color, and more.
  11. If you want the email to automatically add information from a Prospect's fields, like their name, click Merge tags when editing the content properties of a text field.
    Select a field from the list that appears.
  12. Click Show Structure to see the framework of the email.
  13. To add a new row, click the Rows tab. Select an option, then drag and drop it on to the template. Once you've placed it, you can add content to it.
  14. The last tab is the Settings tab. Here, you can adjust general settings, like your default font or the background color of your template.
  15. You can delete content that's been added by clicking it and selecting the trash icon that appears.
  16. Click Preview to see how your email will look on desktop and mobile. You can also click Save Design to save your progress.
  17. Click Next.
  18. Edit your Campaign Summary page. Here you can set a delivery schedule for your campaign, set sender and reply-to email addresses, and review any spam triggers.
  19. Click Send or Schedule.
  20. Click Send Now.

Users can preview how their email will appear by sending themselves a test Email.

Was this article helpful?