Email Event Report - feature request

I would like to request that a way to track EMAIL EVENTS be integrated into Insightly reporting, so that we can run a report to see who opened our emails we sent using a template, and when they opened it. I realize you can do this with Mailchimp, but for cold leads you cannot upload a list into Mailchimp you don't have permission to mass-email - we need this in Insightly. We use this information about activity on emails (how many times they opened it, when, on what platform) to determine whether there is interest and/or follow up necessary in our services. Most CRM platforms have this tracking and reporting built in, and we are disappointed we cannot obtain this information easily in Insightly. Right now having to go into every single email and check if/when the person opened it, and that is extremely tedious and time consuming, especially when you sent hundreds of emails. Thank you.

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Comments

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  • Official comment

    Hello Everyone,

    We have actually released Insightly Marketing which has a more focus on email campaigns and tracking your emails that work in hand with Insightly CRM. If you like to learn more how this can benefit you and your business please let me know. 

    Thanks for your time. 

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  • Hi Allison,

     

    This is a request that we have as well.  We couldn't decide on using mailchimp or insightly because of what you stated.  Have you had any luck?

     

    Thanks,

     

    Bruce

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  • Same here, I believe this is a basic feature that should be integrated into reporting. I love my CRM but would love it even more with that function added ;-).

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  • Agreed.  It would be valuable to have a report on which contacts opened the email for follow up.

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  • Has everyone sent this conversation link to all their teammates who use Insightly asking them to vote up this feature? I'm about to do so, but since I only see 3 votes (one of them being mine), we need to push this forward ASAP. How about it folks?

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  • We got tired of waiting, so we left Insightly and migrated over to FreshSales, which has this feature already built in, along with lead scoring based on activity.

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  • This would be a really useful tool.

     

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  • I agree this would be very useful. 

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  • All, Insightly has a lock solid relationship with Mailchip which prevents it from either producing this report or allowing HTML email templates. They won't tell you that but those are the facts. They don't seem to understand that many of their users don't do mass email marketing but just want to send limited HTML emails to a select few contacts and see who opened them etc. I would advise you migrate to another CRM if you want that capability because its not going to happen with Insightly.

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  • I would find this feature invaluable and it should be a relatively easy development to make. I am worried though by a couple of comments above one from someone who moved somewhere else as tis was not available and another that suggested that Insightly will not develop this functionality.

     

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  • 1. How come no comments from Insightly on this since 2016  on such a basic and much wanted request  - what kind of an organization that does not respond to its customers in this day & age

    2. Allison - thank you for suggesting an alternate name

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  • Hello Manish,

    Thanks for your feedback!

    I understand your frustration, but we do take feedback seriously as it has driven many of the changes and improvements to our products over the years. We believe it's a vital part of making Insightly better. Just this year alone, we delivered on Dashboards, new Admin layout, added new custom field types, and page layouts.

    We realize the huge impact these small changes bring and we thank our Community members for continually giving us feedback, requesting features and voting.

    Thanks for the understanding!

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  • Agree with every paying user here, an "opened emails" report should be so easy to implement.

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