Insightly Marketing
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General Information
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Journeys
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Prospects
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Emails
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How to configure Email templates and send a campaign in Insightly Marketing
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How to create an unsubscribe link in an Email template
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How to use images in Email templates
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How to add social media links to an Email template
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How to add HTML to your Email template
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How to set a default sender for Emails
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How to create an Email template for use in a Journey
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How to save a sent Email as a template
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How to edit an Email template
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How to clone an Email
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How to schedule an Email
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How to delete an Email template
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How to send an Email to a single Prospect
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How to configure Email templates and send a campaign in Insightly Marketing
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Lists
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Connecting CRM
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Files
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What are Hosted Files?
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How to create Hosted Files
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How to edit Hosted Files
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How to delete Hosted Files
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What are Redirect Links?
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How to create Redirect Links
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How to edit Redirect Links
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How to delete Redirect Links
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What are the Redirect Link Click and the Redirect Link Performance Reports?
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What are the File Activity Overview and the File Activity Detailed Reports?
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What are Hosted Files?
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Forms
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Folders
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Reporting for Marketing
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Insightly Marketing Reporting Guide
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Advanced reporting views
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How to create a custom report
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How to create, edit, and delete report folders
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Basic report filtering
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Adding summary rows to reports
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How to add a chart to your report
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Using filter logic for advanced reporting
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Setting up scheduled reports and alerts
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Running a custom report
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Making a copy of a custom report
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How to edit an existing report
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How to export a custom report
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Troubleshooting custom reports
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Insightly Marketing Reporting Guide
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Insightly Marketing Integrations
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Best Practices