
Kourtney Stuthard
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How to unpublish a Landing Page
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...
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How to embed a video into a Landing Page Template
When your building a Landing Page Template, you can embed videos from services such as YouTube and Vimeo. How to embed a video Start building your template. Go to the Design section. Drag ...
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Insightly Marketing Reporting: Emails, Journeys, and other performance reporting
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How to create a Folder and a Subfolder
Folders are used to organize many of your Marketing records. These records should be assigned a Folder as you create them. If you don't choose a Folder, they will be placed in the Uncategorized Fol...
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How to create a List
Lists are groups of Prospects that are generated based on filtered criteria, such as their country or their industry. You can use Lists to include or exclude certain groups from your Email campaign...
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How to use the Insightly CRM Connector
If you are using Insightly CRM in addition to Insightly Marketing Automation, you can connect the two so that any records that share data are updated in sync with one another. The Insightly CRM Con...
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August 2020
Mobile As of August 2020, Insightly’s mobile application for Android and iOS will be moving to online only, which means your Insightly data will no longer be stored on your device. Four major impro...
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What are Multivariant Test Emails?
When you are exploring the most effective ways to garner a Prospect's interest in your business, email performance is key. Knowing what techniques your customers will respond to can help you decide...
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What are A/B Test Emails?
When you are exploring the most effective ways to garner a Prospect's interest in your business, email performance is key. Knowing what techniques your customers will respond to can help you decide...
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