Kourtney Stuthard

1. Managing Your Records
2. Custom Objects

You're probably familiar with Insightly's standard objects - they contain all of your records. From contacts to organizations, objects store critical information. While our standard objects are ve...

• Edited September 26, 2019 00:17
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1. Insightly Marketing
2. Emails

Users can add their own custom HTML blocks to their Email templates. If you have coding you use regularly or just want to create some for your Email campaigns, you can do so in Insightly Marketing....

• Edited September 25, 2019 20:04
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1. Insightly Marketing
2. Reporting for Marketing

In order to export data from your Insightly account, your Insightly administrator must enable this option for you. You can use your report's raw data to a file that can be used to manipulate the in...

• Edited September 25, 2019 17:17
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1. Insightly Marketing
2. Emails

Adding your social media links to an Email template can help you increase engagement with your Prospects. Start by creating a new Email or a new Email template. You can also edit an existing templa...

• Edited September 24, 2019 23:32
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1. Insightly Marketing
2. Emails

This article will show you everything you can do with your images in our Email building tool - from adding pictures to customizing the appearance and placement of your content. Start by creating a ...

• Edited September 24, 2019 19:52
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1. Insightly Marketing
2. Reporting for Marketing

Build advanced reports Advanced reporting views How to create a custom report How to create, edit, and delete report folders Basic report filtering Adding summary rows to reports How to add a cha...

• Edited September 23, 2019 20:13
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1. Insightly Marketing
2. Reporting for Marketing

When you build a report that doesn't return proper results, it's very likely that the issue is with the data in your records or the conditions set in your filters.  Here are a few common hurdles yo...

• Edited September 23, 2019 20:01
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1. Insightly Marketing
2. Reporting for Marketing

Editing allows users to change a report's name, location, or parameters—like filters and summaries. It's a good idea to create a new copy of an existing report before editing it, keeping the origin...

• Edited September 23, 2019 19:45
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1. Insightly Marketing
2. Reporting for Marketing

Insightly Marketing users can schedule reports to be emailed at certain days and times or when an alert is triggered. A scheduled report will run at a time you select and be delivered as an email ...

• Edited September 23, 2019 19:32
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1. Insightly Marketing
2. Reporting for Marketing

When you add more than two filters to a report with both AND and OR Boolean operators, you'll need to organize them using the Filter Logic field to get more control over your report results. If we...

• Edited September 23, 2019 19:24
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