While Insightly is not an email marketing platform, there a few different options to manage marketing campaigns from Insightly:
- Use our MailChimp integration, available on all paid plans, to copy names and email addresses between Insightly and the MailChimp email marketing platform, where you can manage email campaigns.
- Use the Mass Email feature to send emails to batches of Insightly contacts. You can also use the Email Templates feature to set up standard, personalized email messages. [Trial plans are limited to 100 emails per day.]
- Export your contacts’ data and use the Insightly-generated CSV file to import into a different email system or mail merge, such as with Word or Outlook.
Here is one suggestion for how to organize your contacts for marketing campaigns:
- Select your customer population using custom filters.
- Using bulk editing, add a tag with a campaign name for easy access and filtering in the future. The new tag will indicate that the contacts were part of the campaign.
- Depending on which of the above methods you choose, you can now send the selected contacts to MailChimp, click the Send Email button, or export them to a CSV file to start sending out your communications.
Was this article helpful?