Not planned

Create HTML email templates and insert images.

An HTML editor would be nice, but at the very least the ability to write or paste HTML code into a template.

Thanks!

Tom

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Comments

48 comments
  • MailChimp's API is open, so that's definitely not it.

    And, if it were the case, it would simply represent a different poor choice.

    Disappointed, too, at the fact that the only new content in Alejandro's response was the first two sentences; the rest was cut-and-pasted right out of Maria's update from January.

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  • There is clearly an underlying reason why Insightly won't implement this feature - to call what we're asking for a significant feature is quite baffling and quite honestly a ridiculous reply to many customers requests.

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  • Folks! Insightly's email features are designed as a basic method of communication, and our Sales and Customer Success teams use them daily.
     
    For marketing emails, we use Marketo. Marketing professionals require a feature set that products like MailChimp are built around, and we provide an integration like MailChimp only to serve customers who need those tools.
     
    We completely understand the desire to have one application that does it all, and we would love to be that product someday. But there's a lot to do, and we won't be adding rich text editing and the other advanced email features for the foreseeable future.
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  • No one is asking for marketing emails -- and clearly mentioning otherwise. Though, I'll have to admit, the way this issue has been responded to by the Insightly team has me looking at other CRMs, and I'm finding a few that seem much better options for our needs.  So, thanks for that!  

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  • Dennis,

    No one is talking about creating a marketing automation or email marketing platform, and there is nothing "advanced" about rich text editing/HTML emails.

    We're talking about having professional emails with style, images, links, etc. The things any typical email client or even this discussion board can do.

    We're talking about the things that would be pretty much bare-metal functionality in terms of composing emails.

    Most, if not all, of us already have email marketing and marketing automation platforms. We just want you to stop making our communications look incomplete, dated and unprofessional.

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  • For us the issue it when it comes to workflow automation where we want to trigger emails from templates at different points in the customer journey. 

    When you introduce workflow automations with email sending options the system is quite clearly geared towards marketing. 

    Without this, the primary reason we'd ever use workflow automation (drip marketing) is rendered useless. Now it has to be done manually... Makes little sense and should be fixed. 

     

     

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  • For those who find this and aren't aware, one of Insightly's upcoming updates in 2019 is going to be the addition of email marketing to the platform.

    It's worth noting that the email marketing option will be an add-on because it will have an additional cost to it -- just like how HubSpot's CRM is independent of their email marketing features or how SalesForce is independent of theirs (Pardot).

    A solution is coming, but it seems to be independent of the existing email functionality.

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  • Honestly, I can't believe it... I do not think we are asking for the moon here.

    We just want to send PROFESSIONAL FOLLOW UP EMAILS TO OUR CUSTOMERS/LEADS.
    Rich text editing/HTML is a basic feature...

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  • Insightly CRM, any further update on the HTML editor?

     

    I am relatively new to Insightly CRM but I was in the CRM industry for 20 years using various CRM systems. I get what you are trying to do but to not have an HTML editor these days is pretty hard to understand the logic.

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  • +1 for HTML email editor.

     

    Insightly team: what is the latest on this? 

     

    I agree with others on this forum, it seems crazy not to have HTML capabilities.

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  • Yeah, we moved on. Between lack of HTML and 50 emails at a time maximum meant email became more of a weakness than an advantage.

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  • I'm with Todd Lockhart. We're making the transition to another CRM with stronger capabilities. 

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  • All I want to do is format a link so it's clickable (<a href=....) and insert an image (<img src=...) .

    You could even parse the email to automatically add the html tags around the link or image.

     

    So not sure what's going on here.

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  • Hi Todd,

    For interest which CRM did you move to? We are struggling with the lack of HTML email capability and the 50 email sends at a time.

    Can anyone else suggest an alternative?

    I don't want to use Mailchimp. I want everything under one platform.

    Thanks

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  • Hello Rob Leishman

    Where you able to take a look at Insightly Marketing? It's a helpful way to keep your marketing campaigns all in one and also works seamlessly with Insightly CRM. Please let me know if you like to know more. 

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  • Alejandro A dpes Marketing Automation support HTML emails?  Worflow looks good.

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  • Also, is someone from Insightly HQ going to provide an update on this HTML issue?  This is a really simple feature request that is now standard in ANY competing CRMs!

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  • Antony Dutton Yes HTML emails are supported in Insightly Marketing. In regard to the HTML topic in Insightly CRM, it is something that has been brought up. However it's not currently on our roadmap. If things change I will be sure to update our community and this post. 

    Thanks. 

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