Answered

Attaching logos, pictures & links to emails

To Whom this may concern,

I am a Business Broker that specializes in business sales, business purchases, mergers & acquisitions for Accounting Firms & Financial Planning firms. One of the main reasons I set up & use Insightly is to utilize a CRM & to be able to send professional targeted email campaigns/ newsletters to my contact database. I now have close to 2000 entered into Insightly & growing quickly. My concern is that I can send group emails i.e to say 500 contacts in my database in CRM that is targeted to a select segment of contacts i.e Accountants, Potential Buyers, however, I can not attach anything to my emails when sending it from Insightly. I need to be able to attach things like Logos, Pictures & links when sending these group marketing emails. I do not seem to be able to attach anything to these emails as a result they look really unprofessional & bland when sent. I have since researched Insightly functions & it appears this cannot be done. Is this true. If I can, could someone help me as it is not letting me   Kind Regards

Colin Kruger

 

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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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  • Hi Colin,

    You can send customized emails via custom webhooks in Workflow Automation + middleware service like Zapier or preferrably an email marketing service like Mailchimp.

    I think in August Insightly will release a marketing automation feature that will fulfill your needs. 

    In the meantime, let me know if you need any assistance with Zapier or Mailchimp.

    Thank you,

    Micah Feldkamp 

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