Kourtney Stuthard

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
• 1 follower
• 0 comments
• 0 votes

1. Insightly Marketing
2. Prospects

In Insightly Marketing, you will create Lists with filtered criteria to organize your Prospects. This is not only used for the recipients of your marketing activities - these Lists will be useful f...

• Edited August 01, 2019 20:03
• 1 follower
• 0 comments
• 1 vote

1. Insightly Marketing
2. Prospects

Users can edit their Prospects to update their information and scoring. Adding the most up-to-date information to a Prospect will help ensure they end up on the correct Lists. Insightly can automat...

• Edited August 01, 2019 19:41
• 1 follower
• 0 comments
• 0 votes

1. Insightly Marketing
2. Prospects

Prospects can be deleted at any time. To delete a Prospect: Open the Prospect. Click the Actions dropdown and select Delete This Prospect. A warning will appear. Click Delete. You will receive a ...

• Edited August 01, 2019 19:37
• 1 follower
• 0 comments
• 0 votes

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
• 1 follower
• 0 comments
• 0 votes

1. Insightly Marketing
2. Emails

While you cannot delete an Email, you can delete any Email templates you no longer need. Warning If you delete an Email template, it cannot be recovered. It will not appear in the recycle bin. To ...

• Edited August 01, 2019 19:21
• 1 follower
• 0 comments
• 0 votes

1. Insightly Marketing
2. Emails

If you want to reuse an Email you've created, but need to keep the original intact, you can clone it. To clone an Email: Go to Emails.  Find the Email and click the 3-dot menu. Select Clone This E...

• Edited August 01, 2019 19:03
• 1 follower
• 0 comments
• 0 votes

1. Insightly Marketing
2. General Information

Marketing Automation is software that allows users to optimize their marketing activities. Like the name suggests, it is used to automate the repetitive tasks in your process. It uses your prospect...

• Edited August 01, 2019 18:04
• 1 follower
• 0 comments
• 1 vote

1. Insightly Marketing
2. Lists

Lists cannot be deleted. Instead, they can be archived. This removes them from your Active Lists while preserving the history of the record. Warning Archiving a List cannot be undone. To view any...

• Edited August 01, 2019 17:18
• 1 follower
• 0 comments
• -1 votes

1. Insightly Marketing
2. Lists

When editing Lists, users can update the name, description, Folder, archive date, if the list is public, and if the list is visible in Insightly CRM.  The main editing screen will not affect the Pr...

• Edited August 01, 2019 17:07
• 1 follower
• 0 comments
• 0 votes