Kourtney Stuthard

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
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1. Insightly Marketing
2. Emails

Emails sent through Insightly Marketing are created using highly customizable templates to make sending high-quality, personalized emails simple. You can also create email templates to use in Journ...

• Edited August 01, 2019 19:17
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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
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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 01, 2019 18:46
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1. Insightly Marketing
2. Connecting CRM

The CRM Connector is used to connect Insightly CRM with Insightly Marketing so that any records that share data are updated in sync with one another. Here's a breakdown of what each setting does: ...

• Edited August 01, 2019 18:17
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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
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1. Insightly Marketing
2. Lists

Adding Prospects to static Lists is a manual process. Unlike dynamic lists, Prospects on static Lists are added and removed directly by the user. The simplest way to do this is to use List Views to...

• Edited August 01, 2019 17:29
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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
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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
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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 campai...

• Edited August 01, 2019 16:45
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