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Insert an image to email signature or email body

Hi there,

I would like to insert an image (my company logo) in my signature or in an email I send from Insightly. Is this possible? And if not... WHY???

 

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99 comments
  • I agree 150%,more importantly, not displaying a company logo and html links to a corp website, is very unprofessional. Its akin to giving a contact a business card with your name only,and missing key differentiating info.

    Can u imagine an email from Google  or Microsoft without a company logo and html  ?

     

     

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  • Hey @Lyla,

    I do not understand the voting and support system in some cases. There are multiple discussions going on since months for this feature. If you take the votes and comments together and subtract the dublicates a significant amount of people remain with the request. 

    Some discussions started in July!!! 

    http://support.insight.ly/hc/en-us/community/posts/202867554-Customize-Email-Content

    I understand that you cannot tell a release date. But telling people that it is on your road map is not helpfull if nothing happens after half a year

     

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  • Thanks for your feedback Aryan.

    As you can imagine, we get lots of feature requests from our customers, and deciding which of these to work next on can be  challenging. The number of threads and votes is just one item taken into consideration when creating our road map.

    A couple of other things that are taken into consideration when prioritizing items are how hard or easy it would be to develop that feature, how much value would be added with the addition of the feature, availability of resources and items that are already in the development stages just to name a few.

    Our team has looked into this request and there have been some technical issues so, while there are no immediate changes we can make, it is still something we hope to implement in the future.

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  • I agree!

    It's very important to be able to display our company logo. 

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  • Hi,

    I'm an enthusiastic new insightly user and I am in the process of getting accounts for my employees. I just found out that we can't integrate our company logo in the e-mail signature. Since there have been a lot of similar requests all I'd like to do is to ask the same question: Can this function please be added soon?

    It's vital that e-mails look and feel the same way regardless of which device or e-mail client they have been sent from.

    How can I rid my outgoing mails of the "@insightlycrm.com" which appears before my e-mail address in the sender field?

    thanks in advance for your help.

    regards

    Boris

     

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  • Just sticking my comment on to back up what everyone else is saying. I was shocked today when setting up my first template that I can't put in a logo in my signature etc. 

    Luckily I haven't committed to the product and am trialling other systems, ALL of which support basic HTML functionality.

    For a company that advertises "Powerful Integrations with Email and Google Apps", it's embarrassing that they cannot support functionality that has existed since 1993.

    I will not use this product to contact my customers as it will detract them from  my service, it's unprofessional and yes it is a deal breaker.

    I guess if you throw some fancy imagery on your website, pay enough for advertising, you can sell anything!

    The fact they cannot and will not give a date to flick this simple switch leads me to think they are a garage outfit that doesn't deserve my business and definitely not my money.

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  • So i've spent the last 48 hours test driving this product. It's not bad but the need to want to have complete control over its users, by removing basic functionality is a deal breaker. 

    I cannot believe these guys have deliberately removed all HTML WISYWIG functionality. It's clearly not a product this company has developed themselves or they would have added such a critical feature by now.

    I need a professional product, regardless if it's free or paid, that allows me to brand basic communication such as email and this product simply doesn't cut it.

    For others that may be tempted to test this product, if you want to be able to brand your emails to your customers, then don't waste your time with Insightly. As much as their customer service team are overly polite, that in it's self is bad customer service as they always avoid responding to the issue, rather just give you the "it's on the roadmap" response for almost every reply.

    It's a shame because it is a slick solution but functionality will always win over look.

    The irony of it all is that this post will allow me to add an image! I suspect as like Insightly, it's not one of their own products... possibly Zendesk or similar.

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  • I've been using the free version of insightly now for one company with great results (but using outlook email with logo for all emails sent).  Given my great experience with Insightly previously, I am incredibly shocked that something as basic as adding a logo to an email can't be done!

    I have just upgraded the plan with insightly with a different company, thinking we could run professional email campaigns from this CRM.  Not professional without a logo! 

    This conversation has been happening here for too long.  When will this be rectified?

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  • Your email templates are a nice but we are unable to use because of the inability to insert our logo in the signature.

    From the comments in this thread, it appears I am not alone in regards to needing a logo in the signature. 

    Please include this feature in order for more of your users to take advantage of the email templates. 

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  • Insightly tech support: please listen to this feedback! I have already up-voted this topic since I too am affected by the lack of proper branding in your email functionality. But am now moved by sheer frustration to include yet another strongly worded comment.

    In my opinion (and clearly not just my own), you may as well not even have bothered developing this feature without the ability to add a proper and complete email signature, including a logo image. I refuse to present myself in such a poor and inconsistent fashion to my email receivers - it is simply unprofessional.

    And now consider this: because I don't use your email functionality, the only option I have for capturing emails in your system is to use my email client (I use Gmail and Google Apps) and either bcc: myself with my Insightly bcc address or use the browser plugin that provides a nifty button to send the email and automatically add the recipient and message into Insightly. Sounds like a decent solution, right? WRONG. You see, both of these methods add the email recipient as a CONTACT...and since many of my emails are to LEADS I am now completely diluting and obscuring my all-important contact list with a bunch of potentially crap data. The entire point of separating leads from contacts is defeated!

    You are and will lose customers because of this, myself included. I am a paying member and am now looking for a new solution. For your own sake, make this a priority and stop delaying this functionality.

     

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  • Helloooo,

    is there anybody on the other side reading all of these posts??? Are you at Insightly going to do something about this anytime soon?

    please show some sort of a sign of life. As you can see there's a few of us out here desperately waiting for a fix.

    regards,

    Boris

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  • There appears to be nobody listening. Providing the ability to add/edit an image in an email is taking longer than NASA took to put a man on the moon.

    The only way to get them to notice that their attitude towards their customers sucks is to do what I am doing: cancelling our PAID subscription. Sadly after more than two years this billing cycle will be our last.

    Don't waste your time shouting, vote with your feet.

    Nick

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  • Hi very quiet Insightly support

    It appears that this request is really taking the longest time to be resolved.

    Please let your users know soonest when this will be handled.

    If you believe you can never offer us this functionality, then please make that know as well so we can make our decisions accordingly.

    Thank you

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  • Unfortunately I have to agree with the previous posters, this fix is required as a matter of urgency.

    Our 1st year paid licence is up for review next month and I have been asked by our MD to present a case as to whether to continue for another year with Insightly to use in tandem with our existing ERP package or seek an alternative solution.

    At present, with Insightly, we are having to resort to manual-matic processes to integrate emails which include signatures and company logo and, as a separate issue, export 'clean' data via csv for analysis.

    As a result of these two issues, it is very difficult to put together a solid case to renew our licence for another year.

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  • As I mentioned in my earlier post, I was lucky enough to be testing this with a number of other products. Glad I found out about this showstopper before getting the cheque book out. I have since stopped using Insightly simply due to no HTML support in the email template, it's just so ironic isn't it!?

    Sending emails out of the product defeats the object of using the tool, especially as you are using dynamic / mail merge features.

    I hope one day there is a reply from these guys, but it's clear it's falling on deaf ears and I would measure them based on their replies (not those replies that say "it's on the roadmap" though) and if I were some of you, I'd jump ship asap. There are better solutions out there that don't arrogantly claim to be the #1 Free CRM.

    At minimum, if you have too much of a dependency on the product, then where possible you should try to downgrade as your money clearly isn't being invested into the product.

    Moving away from Insightly is very easy, most competitors have a hook or import mechanism to allow you to migrate your contacts away.

    Best of luck and if they do ever implement this feature, I may think about using the solution again.

    (Whilst they are at it, they can also fix the SSO integration to the support site. It's shocking and doesn't work most of the time)

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  • This is so ironic too... this is the advice they give in the Email Signature section of the product! :D

     

     

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  • Imtiaz, it's not as simple to move CRMs as you say. This is now the third CRM my company has used in 7 years. It's not just a matter of importing contacts. Every time you switch, you lose valuable information from your pipeline and all the templates you've made. In our case, we have around 30 custom template responses.

    When testing a CRM, it's impossible to get a good feel for everything they offer or don't offer in a couple days. At some point you have to rip the Bandaid off and just start using it. And then, like how we are now with Insightly, we're months into it. 

    IMO, this is just a half-baked product, and their lack of response means they don't have a sizeable team working for the company. We're an app technology company, so I know what it looks like to be running with very few employees, yet outwardly appearing that they have their shit together.

    Heidi

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  • Yes I understand Heidi. Once you've become dependent on a product it takes a lot of investment to move away, this is what Insightly are aware of and hence why they're not racing to sort this out. As I also mentioned in my first post, these guys are definitely a garage outfit and have hired cheesy staff to leave non-committing comments as replies to people, rather than support or resolve issues.


    Definitely a half baked solution - it pays to spend a few days R&D'ing any product. For some I'm sure the product is perfect, but for the majority it lacks basic features that you wouldn't expect to have to spend days figuring out it doesn't have.

    I still cannot believe nobody has recently replied to this post. I guess they realized they cannot just give us a "on the roadmap" response and thus, silence is golden, not!

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  • I don't know that they meaningfully reply to any of these messages. I haven't seen any product upgrades/changes since we started using it almost a year ago. Have you? Very may well have been developed and basically abandoned.

    I know we're going to have to jump ship eventually if that's the case. My bigger beef than not being able to insert a logo is the character limitations they put on signatures. We have a large signature block that we cannot use when composing an email in Insightly. 

    Salesforce is too much $$ and isn't what we need anyway. We've tried Solve360 (pretty decent). We use Zoho for database, but not CRM. I've heard their CRM is decent. They SAY they're a Pleasanton, CA-based company, but all of their support is in India. What other CRMs have you kicked the tires on?

    Heidi

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  • I've had actually decent responses to alot of my reports of bugs and issues that I've submitted over the past 6mo or so of my using this product; this particular issue, however, is being spectacularly ignored. 

    @Heidi and @Imtiaz and others: I'd love to hear what you've found as viable alternatives. I've checked out Zoho with mixed results. Salesforce is ridiculously expensive. I did a trial of Prosperworks and was impressed by it - good interface, full featured, and integrates nicely with Google Apps and Gmail...that would be my first choice, but is also twice as expensive. Plus, it's really mostly for sales / leads / pipeline management, so if you need something with more task oriented or operations/ project management features you have to find another tool.

    For what it's worth, I've also been less-then-impressed with Insightly's task features...I find having all my tasks in a single list with only tags to differentiate all my efforts not the most intuitive or visually helpful interface. I've been using a trial of Workboard as an alternative and have been quite impressed - the features and usability are great and it's visually intuitive. I highly recommend checking it out! (and no, I'm not affiliated with them in any way :) One other nice thing I just learned with Workboard which works for my team, is they have a free unlimited level so I can bring as many folks in that need basic functionality an not pay for them, and then I can pay the premium level for those few folks that need full functionality. So it gives me more control.

    In short, I'd love your opinions of alternative tools for what this site offers. Currently, it's looking like Prosperworks for my sales team and Workboard for everyone else. 

    Cheers! Brian

    ps. I find it ironic that at the least this thread can support us finding alternatives to Insightly ;)

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  • @Heidi, just re-read your last comment and see you asked the same question...we're on the same page :) Hopefully my response also helped. 

    I haven't heard of Solve360 but will investigate. 

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  • One final thought: Marketplace Daylite is pretty darn good, both in features and interface, but is a Mac OS app and they haven't moved to the cloud yet and become OS independent. So if you have a pure Mac shop I'd check them out, otherwise don't bother. 

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  • @ Brian: Thanks for the recommendation :)

    I also introduced Insightly to our company and one of my arguments for the tool was that they have a great support. However our CEOs are still unsure about the tool. It showed during the testing phase that support requests get on the pipeline but often lack to get actions followed. This request is one of them! Very sad that people start exchanging ideas about alternative tools. 

    Hopefully someone on the other side starts responding to the needs of customers here..

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  • @Brian, Basecamp is the best program for project management. We've used it in the past, but it's spendy. We just didn't need *that* level of project management. It's geared more towards engineering firms. But it's awesome!

    Solve360 wasn't BAD. Its design is a bit stuck in the past. When I found Insightly, I liked it's modern aesthetics. It's the graphic designer in me. heh

    Try Trello for task organization. We've been using it for about a year. Unique concept with using "cards" instead of timelines. We're loving it.

    Nice that we can support each other on here.

    Heidi

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  • Strange...I just got a notice the other day that Maria T. at Insightly Support had responded to all our activity on this thread, but her comment is nowhere to be seen. Perhaps it was removed? Did anyone else get this notice? Here it is:

    ---

    Maria T.  

    Dear customers, on behalf of the Insightly product team, first: thank you for your feedback. It pains me as your product manager to read that the Email feature fell short of your expectations in the ability to support your branding. Second: for those of you, who were hoping to use our email templates as a substitute of marketing campaigns tools (which would have supported custom designs of the email templates, HTML, imagery, and more) - I'm afraid we might have set the wrong expectation. The intent of email templates was to save you time in your customer outreach and follow-up, which warranted the approach to feature development that we took. I acknowledge that we've missed the need to support your branding/logo requirement.

    With that said, here is what we plan to do: a) we are going to revamp and improve Insightly's integration with MailChimp in the first half of 2016 for those looking for a better connection between a CRM and their marketing automation system b) we were already planning to provide support custom image for signature support later in the year, but will revisit this topic again in our planning, given the # of votes for this feature c) in the long term - which is likely beyond 2016 - we intend to support campaigns and marketing templates with full HTML support.

    Finally, wanted to make sure you know, we've recently shipped an ability to insert more fields (including custom fields) in your Email Templates, which was another popular request for Emails: http://support.insight.ly/hc/en-us/community/posts/202834294-Make-all-fields-placeholders-in-mass-email

    Thank you again for your candor, keep the votes and comments coming.

    ---

    As for myself, I'm done; this response and promised action is too little, too late. There's clearly not enough development support for this app, and I'm continually brought up short by irritating bugs or funky usability. I wish you all the best, fellow CRM friends, and you'll find me over on Prosperworks and Workboard :) 

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  • Yep - I got it too. I liked this part:

    "I'm afraid we might have set the wrong expectation. The intent of email templates was to save you time in your customer outreach and follow-up, which warranted the approach to feature development that we took. I acknowledge that we've missed the need to support your branding/logo requirement."

    Umm... in what universe is communication with customers/clients not an opportunity to brand and promote?

    My belief is that there is more to all this than meets the eye. Why is the email integrated with Mandrill. This offering from mailchimp is highly restrictive, does not allow html5 / responsive layouts and is expensive. Are the restrictions being placed by Insightly or Mandrill? Over the last 6 months or more while I have patiently awaited some level of response/action, I have had many such questions.

    Ultimately i could not wait any longer and am moving to a new service provider. 

    BTW - I can stick an image in this message. FFS why can't their CRM?

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  • Thanks for the laugh, Nick :)

    Best of luck...

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  • My pleasure Brian. Here's a slight correction.

    Now if we could only get it to go viral... 

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  • Retweeted - and perhaps everybody who has continued to endure this fantastic customer service should do the same.

    As I have said before, one has to have very serious concerns about a CRM company that does not understand the importance of providing their customers with opportunities to increase brand awareness.

    Tweet away everybody.

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