Welcome to Insightly Marketing!
Follow these steps for getting your new marketing app up and running.
Part 1: Account Setup
- Add new users or enable Insightly Marketing for an existing user (here's how)
- Setup your Web Tracking Domains and add the tracking code to your website (here's how)
- Add your Email Sending Domain (here's how)
Part 2: Setup CRM Connector
- Clone the fields from CRM that you need on your Prospects for segmenting (here's how)
- Sync your Leads and Contacts to Insightly Marketing (here's how)
Part 3: Lead Generation
- Create a Form Handler to connect to any existing forms on your website (here's how)
- Create a Form Handler and generate HTML to create new forms for your website (here's how)
*Best practices for Forms and Form Handlers - Don't forget to setup Finish Actions for your Form Handlers to automate what happens after someone submits a form*
Part 4: Content Marketing
- Upload your marketing content to Hosted Files and setup Finish Actions for what happens after someone views your content (here's how)
- Create Redirect Links for your high-value website pages, landing pages, or any third-party sites like social media or paid ads (here's how)
*Best practices for Hosted Files & Redirect Links - Don't forget to setup Finish Actions for your Files and Links to automate what happens after someone engages with your content*
Part 5: Nurturing New Leads
- Define your Prospect Scoring - at what point do you convert a Prospect to a Lead? (learn more)
- Build a Lead-nurturing Journey triggered by form submission, content download, or any other criteria (here's how)
- Build a Journey to convert Prospects to Leads once they hit a certain Prospect Score (here's how)
Here are some additional resources for anyone new to Insightly Marketing:
- Insightly Marketing best practice articles
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[Blog] 4 steps to building a unified business approach in 2020
- [Blog] How to scale your content engine with Insightly
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[Blog] 3 ways to grow email engagement with marketing automation
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[Blog] Tips on finding sales-ready leads & planning marketing campaigns