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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  • 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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