Kourtney Stuthard

1. Insightly Marketing
2. Reporting for Marketing

• Edited August 31, 2020 23:28
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1. Reporting & Dashboards
2. Dashboards

• Edited August 31, 2020 23:21
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1. Insightly Marketing
2. Folders

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...

• Edited August 31, 2020 22:41
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1. Insightly Marketing
2. Lists

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...

• Edited August 31, 2020 22:31
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1. Insightly Marketing
2. Connecting CRM

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...

• Edited August 31, 2020 21:31
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1. What's New?
2. Updates and New Features

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...

• Edited August 28, 2020 19:22
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1. Insightly Marketing
2. 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...

• Edited August 27, 2020 19:19
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1. Insightly Marketing
2. 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...

• Edited August 27, 2020 19:18
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1. Insightly Marketing
2. Emails

When a Prospect opens a List Email, clicks a link in a List Email, or unsubscribes from within a list email, users can configure a series of Finish Actions to fire after those events occur. This fe...

• Edited August 19, 2020 17:41
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1. What's New?
2. Updates and New Features

Product Updates CRM and Marketing - CRM Connector: Admins can now choose to copy a CRM field into Marketing, or copy a Marketing field into CRM. Additionally, new custom fields for CRM can now be...

• Edited August 18, 2020 18:35
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