Outbound Email Improvements

We're about to make some great improvements to our outbound email sending functionality in Insightly.

Currently when you send an email from within Insightly, we use our own mail system to send those emails on your behalf. We’ve heard a lot of feedback from our customers that they would like those emails sent using their own email address and email server instead of ours, so we’re going to make that change over the next couple of days. This results in a number of advantages to you:

  • Emails sent from Insightly are far less likely to be caught by spam filters because they are sent from your own email account
  • Emails sent inside Insightly also appear in your email mailbox sent items folder
  • The emails come from you, so they have no “via” in the email address when a recipient is reading them
  • Any replies to those emails go straight to your inbox
  • If your email server is configured for DKIM or SPF, all emails sent will be signed using those technologies automatically, further reducing mail being caught in spam filters. Emails you send from Insightly via Gmail, Outlook, and Office 365 accounts will include that automatically.
  • Insightly will still be able to track clicks and opens per email template, you will still be able to use the same templates you’ve created, and you will still be able to schedule emails to be sent in the future if you have scheduling enabled.
  • Ability to send outbound emails from multiple email accounts of your choice
  • The ability to add images to your Insightly email footer.

We’re going to roll out this improvement in the next couple of days, and to enable these features you only need to add your email accounts to Insightly once. We support all the major email providers like Microsoft Office 365, Outlook.com, Gmail, Google Apps and many others.  You can learn how to add your accounts to Insightly at https://support.insight.ly/hc/en-us/articles/217900648

If you have any questions on this feature, please feel free to post them below.

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62 comments
  • The issue still remains of bulk email being useless inside insightly because you cannot see who did or did not open, click, ect. an email  -----  i wish you had spent your time creating that feature instead of this 

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  • Please make contact with me asap. My email send issue has still not been resolved, and stats for email sends that did go are still skewed.  

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  • Hello,

     

    I just used this new function. It did not attach any attachment, so potential clients did not receive information, and there is no tracking functionality anymore.

     

    Is it possible to use old system? Thanks.

     

    M

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  • I had the exact same problem as mrawlings. Multiple emails sent out stripped of attachments. Also it keeps kicking me out of my gmail verification. Its basically broken and we can no longer send template emails. 

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  • Hi Jordan - We'll soon be improving our Mailchimp integration so this feedback is helpful in guiding us. Thank you.

    Hi Helen - I see you have tickets already opened with our Support team. Someone will be helping you as soon as they can!

     

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  • Hi Mrawlings,

    The old system is no longer available; but I'm happy to help and test.

    How many attachments did you attempt to add?

    If more than one, did you select all files at once or individually?

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  • Hi Melissa,

    If you were able to set up the Gmail e-mail, send e-mails from Insightly, and then received the e-mail from Insightly letting you know that Insightly was unable to verify your e-mail's smtp settings, there are a few things that may have happened:

    1. Similar to Insightly, Gmail has its own e-mail limits (how many total e-mails can be sent per day & how many unique e-mail recipients). If you exceed Gmail's limits, Gmail will flag your account and your e-mail will be "unverified".

    2. Another limit that Gmail has is with regards to the file attachments. If you send an e-mail from Gmail with an a file attachment that exceeds 25 MBs Gmail will flag your account and your e-mail will be "unverified".

    3. If you change your Gmail e-mail password, this can also cause your e-mail to be "unverified".

    4. Insightly will attempt to send your e-mail(s) 3x. If after the third time, these e-mails continue to fail, Gmail will flag your account and your e-mail will be "unverified".

    You may want to try to log in to your Insightly account > go to User Settings > Email Accounts > and select the small trash icon next to that e-mail to remove it. Next, go back to this same page and re-add your Gmail e-mail.

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  • So I made the changes you advised to sync my Office 365 with insightly so all emails are sent from my Office 365 account however nothing I send ever sends up in my Office 365 sent items as your updated stated it would.  Can you please advise me how to fix this?

     

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  • Hi,

    This is a great new feature!

    However, the spelling check only works in English. Are you planning to plug in other languages? e.g french and spanish

    Otherwise, we will still be using outlook to write emails.

    Maxime

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  • Hi Maxime,

    Insightly doesn't offer a spell check feature. This feature is on your browser. In order for it to check the spelling in a different language you will need to check the settings of your browser and change the language.

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  • Hi Luke,

    I see you submitted a support ticket with our Customer Support team regarding question. Someone will be reaching out shortly,

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  • Hey! Good job, please continue with improvement.

    I just linked a couple of GApps mails and everithing goes great. The only thing I did not figure out is how to add images to email's footer/signature.

    Would you please assist?

    Thks and congrats again. 

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  • Hi Carlo,

    Great to hear its working for you.

    We have a great article that should help, Adding a hosted image to your custom email signature.

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  • Thanks a lot Nora.

    It's all fixed now.

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  • Hi Nora,

    I just tested the email templates again and looks like you guys have fixed the tracking and attachment problems. Thanks - really like this feature and back to the races.

    Hope you and your team have a good weekend!

    Thanks again!

    Matthew

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  • Great to hear Matthew and Carlo!

    Have wonderful weekend as well.

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  • Can you please add the ability to track individual opens and clicks in a simple manner?

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  • Hi Jordan Lippman,

    We already do this. For emails sent using Insightly, you can see the statistics for opens and clicks when you're viewing that individual email under the emails tab.

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  • Anthony,

    Thanks for responding. The overall stats are the first step. but, to really Be an Effective marketing/sales tool for us, we need to be able to easily see who has opened it who has clicked it and then follow up with those people individually.

    The current system of clicking and in each individual client or potential client is completely inefficient. 

    I hope you understand what I an talking about.

    Thanks

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  • Hi Jordan,

    Thanks for providing additional details of your request.

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  • Hi there.  I still don't see the ability to add an image to my email signature. 

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  • Hi Robert,

    We have an article that can help: Adding a hosted image to your custom signature.

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  • This has been a disaster and you guys better get your s***t together. I had random emails not go to recipients with NO notifications to me, the only way I found out is that I had to click on EACH email to see if it went or not. My Outlook 365 account appears to be OK and there is no way to test it to verify it. This frankly is unacceptable in a product that we need to manage our customers and prospects. This is a mess and I am actively looking for other solutions.

    How in the world can an engineer develop a product that has a critical failure and then not notify the user.

    BIG DISASTER!  

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  •  More information for the above mess. There is no way to "resend" an email if it fails... ... .. ... .. ... .. ... ..

    I hate when engineers "assume" everything is going to work properly. = Bad Design and coding.

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  • X-ClientId: 29B116BBC35947878278A696B4FBDBDC
    X-Auth-Error: ADDriverStoreAccessNonLocalException
    X-FEServer: SN1PR10CA0072
    X-BEServer: CY1PR11MB0556
    Date: 5/4/2016 4:33:31 PM

    AAAAAAAGGGGGGGGGHHHHHHH!!!!!!!!1
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  • I have to agree with David Griffith about outbound email. Really weak across the board. Hope to see improvements very soon.  Being able to embed images is very important.  The solution you shared for adding my logo is disappointing. 

    I am not a software developer so I cannot appreciate what goes into running a Saas company.  

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  • I am so frustrated with your implementation of email functionality and most importantly the lack of support. Everyone has development problems and you can compensate for poor programming with superior support. You seem to have both, poor programming and poor support.

    I have reinstalled my Office 365 and it seems to be working now, however there is no implementation for "res-ending" emails...

    So I go and try to "forward" guess what this does not work in Office 365 it just sits there hung.

    More bad programming.. ... .. ... .. ... ... ... .. ... .. ... .. ... .. 

    Guess what others do, I went to Microsoft and they have a pop up and you can text with them, if that does not work, guess what ? They call you to resolve the issues. What a concept. 

    I really hope your CEO see's this thread and realizes what a disaster this is for some of us. I have lost 1 week of customer communication and 1 day of trying to fix this mess.

    NOT GOOD. 

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  • Hi David,

    I'm so sorry you feel like our Support team is letting you down. Our team tries our best to be present in the community so we can provide assistance and answer question when other customers aren't able to help further. There was a hiccup between your account and your experience when you first got to our Help Center but I"m glad to see that's been resolved and that you're able to now successfully log in. I also see that you have a ticket opened to get your email issues resolved. I've checked with the team and see that someone has been assigned to help you and has reached out.

    Your feedback  - positive and critical (as we can only improve by hearing both sides) - is vital and thus we have a policy that we do not edit or remove comments as long as they remain respectful and abide by our community guidelines. If you've had a chance to poke around you'll see that statement is absolutely true. I'm also happy to address any other concerns personally and can reach out to you directly. Thanks!

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  • Brenda, I suggest you take a page from Microsoft and study how they provide support. They had issues in the past and have addressed them. You can get direct support via chat after a few minutes, and for big issues they get right on it and call. What a concept! My issues are still not resolved there does not appear to be a way to resend emails and forwarding does not work. I would love to hear the solution. ......without waiting for another 24 hours! 

    BTW Microsoft helped with the system communication issues with your systems and I had them resolved in 1/2 hour. I am still waiting on Insightly. 

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