Attaching fields for exporting into mailchimp and future marketing campaigns

I created an additional field for my company called industry. I want know if I create a drop down option with all the different industries we do business with will they automatically attach my contacts into their industry type? Or is there a better way to separate contacts within their industries when I'm exporting my datebase into Insightly



  • Official comment

    Hello Everyone,

    We just recently launched Insightly Marketing which is helpful in better keep track of emails sent out and campaigns. If you like to know more about how this can solve for some of your pain points in regard to emailing from Insightly please let me know. 
    Thanks for your time. 
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  • Hi Steve, thank you for your post!

    While you can add the type of dropdown that you're looking to use, it won't automatically link to related contacts for that industry. You can use our bulk edit feature to update a large number of records at once, however. 

    It's easy to update multiple Insightly records at once - just select the records you'd like to update and use the bulk edit buttons that appear above the list. This article and Insightly U video shares more details about how to make bulk edits, if you want to learn more:
    Updating many records at once using bulk editing
    Insightly University 119: Bulk Editing

    Also, please note, when it comes to exporting to MailChimp, only Name and Email address will carryover. This won't include any custom fields. 

    I hope this helps!

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