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Email Blasts

We would like to send a large amount of emails to our clients through Insightly. Is there any way we can do this without allowing our clients to see each others info (email addresses)?

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  • Official comment

    Hello,

     
    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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  • Hello,

    While Insightly is not an email marketing platform, there a few different options to manage marketing campaigns from Insightly:

    • Use our MailChimp integration, available on all paid plans, to copy names and email addresses between Insightly and the MailChimp email marketing platform, where you can manage email campaigns.
    • Use the Mass Email feature to send emails to batches of Insightly contacts. 
      You can also use the Email Templates feature to set up standard, personalized email messages. 
    • Export your contacts’ data and use the Insightly-generated CSV file to import into a different email system or mail merge, such as with Word or Outlook.

      Check out our pricing page for the limits on saved email templates and daily emails that can be sent on each subscription plan. (Trial plans are limited to 100 emails per day.)
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