Kourtney Stuthard

How to set a default sender for Emails

1. Insightly Marketing
2. Emails

Insightly administrators can set a default email address to automatically populate the sender field of any Emails created. This is useful if you repeatedly use the same email address to correspond ...

• Edited August 21, 2019 22:14
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How to add an Email Sending Domain to Insightly Marketing

1. Insightly Marketing
2. General Information

Admins can create email sending domains in Insightly Marketing to strengthen the authentication of outgoing Emails.  To add an Email Sending Domain: Go to System Settings > Domain Management. Clic...

• Edited August 21, 2019 18:30
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How to create an unsubscribe link in an Email template

1. Insightly Marketing
2. Emails

Some of your Prospects may want to unsubscribe from your Email list. Add an unsubscribe link to give them this option. To create an unsubscribe link: Create a new Email or Email template. Add a ne...

• Edited August 16, 2019 22:55
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How to convert a Prospect to a Lead

1. Insightly Marketing
2. Journeys

Your Prospects from Insightly Marketing can be converted into Leads in Insightly CRM. There are two ways to do this: From an individual Prospect's Action menu. By adding a step in a Journey that a...

• Edited August 16, 2019 22:54
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Removing a CRM User License

1. Account Administration & Billing
2. Managing Your Users

If someone on your team leaves the company, you might be concerned about what you should do with their Insightly account. You don't want them to have access to the account, but you might not be rea...

• Edited August 09, 2019 22:52
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How to enable Insightly Marketing for a user

1. Insightly Marketing
2. General Information

Once you've started using Insightly Marketing, you will want to start adding your CRM users. Instead of creating brand new users in Insightly Marketing, you can just enable it for your existing use...

• Edited July 31, 2019 22:32
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How to clone a Prospect

1. Insightly Marketing
2. Prospects

Cloning a Prospect will create a new Prospect with the same details as the original. For example, if you're adding multiple Prospects for the same company, you can create the first Prospect and th...

• Edited August 01, 2019 19:27
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How to run a Journey

1. Insightly Marketing
2. Journeys

After you've configured your Journey, you'll be ready to start running it. A Journey will not run unless you have set it to. Your recipients will not start their Journey until it has started runnin...

• Edited August 01, 2019 21:49
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How to clone a Journey

1. Insightly Marketing
2. Journeys

Cloning a Journey makes it simple to recreate and edit a Journey you've already created, without having to make changes to the original Journey or create it again from scratch. To clone a Journey: ...

• Edited July 29, 2019 20:08
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