Kourtney Stuthard

1. Insightly Marketing
2. Forms

Form Handlers collect data from your forms, then automatically create or update records within Insightly Marketing. reCAPTCHA is a free service developed by Google that helps protect websites from ...

• Edited September 23, 2020 17:55
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1. Managing Your Records
2. Individual Records

The Related tab that is located in several CRM and Marketing records contains grid lists of each record that is linked to a record. For example, you can review how many Contacts are linked to one s...

• Edited May 24, 2021 22:45
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1. Insightly Marketing
2. Landing Pages

Landing Pages are standalone web pages that prospects can “land” on or click through to from an email, a web ad, a social post, or any other hyperlink on the web. How to create a Landing Page Acti...

• Edited September 17, 2020 16:22
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1. Insightly Marketing
2. Landing Pages

Tip You will need a DevOps (Infrastructure) Engineer familiar with DNS to add a CNAME record for your subdomain. Using a subdomain allows Insightly Marketing users to manage their Landing Pages s...

• Edited October 01, 2020 20:07
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1. Insightly Marketing
2. Landing Pages

When your building a Landing Page Template, you can embed videos from services such as YouTube and Vimeo. Users can do this either by using the Video content block or the HTML content block. YouTu...

• Edited June 28, 2021 23:23
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1. Insightly Marketing
2. Landing Pages

There are two methods for unpublishing a Landing Page: By marking it inactive or by deleting the record. When you uncheck the Active checkbox on a Landing Page record, you can preserve the record a...

• Edited September 02, 2020 20:54
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1. Insightly Marketing
2. Landing Pages

Landing Pages are standalone web pages that prospects can “land” on or click through to from an email, a web or mobile ad, a social post, or any other hyperlink on the web. Landing pages are typica...

• Edited March 15, 2021 17:57
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• 0 comments
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1. Insightly Marketing
2. Landing Pages

Landing Pages are standalone web pages that prospects can “land” on or click through to from an email, a web ad, a social post, or any other hyperlink on the web. How to create a Landing Page Tem...

• Edited February 19, 2021 20:51
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1. Insightly Marketing
2. Profiles and Grading

Prospect Profiles are used to assign grades to your Prospects based on your ideal customer profile. Grading a Prospect on criteria such as location, company size, or job title can help your sales t...

• Edited September 02, 2020 21:04
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1. Insightly Marketing
2. Profiles and Grading

It’s important to know if a Prospect is a good fit for your company before you reach out to them. Profiles allow users to define what their ideal client profile looks like. Admins can create multip...

• Edited September 02, 2020 21:23
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