New: easily plan, create, test, & track marketing campaigns


Today we are excited to introduce a set of new marketing automation features that will enable Insightly Marketing users to easily plan, create, test, and track sophisticated marketing campaigns and better engage with their existing and prospective customers.

The new features address two big challenges that many marketing teams face today. The first challenge is adjusting to a fully remote work and organizing all creative and analytical work in a productive and engaged manner. The second challenge is finding ways to reach and convert the right customers at the right time with relevant and meaningful messages.

Watch Q3 2020 Product Release Webinar where Insightly CEO Anthony Smith showcases all new features and improvements.


Watch the webinar

Landing Pages

Use drag and drop to create landing pages with minimal effort. The feature comes out of the box with a selection of templates. You can also build your own branded landing page templates.

All landing pages include full analytics, so you can see who visited them and where they came from (ads, social media, search engines, referral websites, etc.).

Easily embed an existing form into a landing page or create a new one right in the wizard. Set up automatic follow-up actions for anyone who fills out a form: send an email, add them to a journey, or notify the sales team.

Access more than one million free stock images in the built-in image editor. Crop and customize images with text and filters.

Embed YouTube videos into landing pages and measure the engagement.

Publish your new landing page with just one click. Insightly will automatically make it discoverable and available to search engines. Add a SSL certificate to the page for encryption and have all your landing pages accessible via your custom domain name.

The new landing pages feature is available in Insightly Marketing now.

A/B & Multivariate Email Testing

The next two big features in Insightly Marketing Q3 release are A/B email testing and multivariate email testing.

A/B email testing is freely available on all plans and allows you to test different versions of an email with a percentage of the audience you’re sending to. See which email version gets more engagement in either opens or clicks, then automatically send the most engaging version of that email to the remainder of your audience.

Get real-time reporting of email engagement statistics and learn exactly which versions of your email were more engaging and why.

With A/B testing you can test up to three different combinations of:

  • The email subject line and preview text
  • The email body content
  • The email sender name and address
  • The send time and day

Insightly automatically keeps track of the engagement statistics of each email version sent, determines the winning version, and sends that winning version to the remainder of your list.

Multivariate email testing is the more advanced version of A/B testing and allows you to simultaneously test up to eight different combinations of the email subject, body, sender address, and the send time.

Both A/B testing and multivariate email testing are available in Insightly Marketing now, with Professional and Enterprise plans.

Automatic Prospect Scoring & Grading

The prospect score calculates how interested any prospect is in your products or services. The prospect grade designates how well that prospect fits your ideal customer profile.

For example, if a prospect is interested in your products or services, and they match your ideal customer profile, they can be automatically passed to sales for a follow-up.

The prospect score is a numeric score that is calculated for every prospect based on the interactions they have with your marketing assets, like filling out a form on your website, reading a blog post, downloading a white paper, opening and clicking on emails, attending webinars, or clicking a link in a social media post.

Assign a specific value to different marketing assets, and Insightly will automatically calculate the score for each prospect as they engage with more of your marketing assets, or degrade it over time if they are not showing interest. If the prospect is showing a lot of interest and has a high score, you can pass them to sales, add to a custom list, tag, and/or follow up with them.

The prospect grade is a little different—it is not a numeric score, but rather a school type grade with A+ through F range. The grade is assigned based on how closely the prospect matches your ideal customer profile. You can use specific job titles, geographical areas, industries, or any combination of things to grade your prospects.

You can set thresholds for both score and grade before a prospect is passed on to sales as a lead. If a prospect has a high score and has a high grade, like an A+, they could be your next customer.

Scores and grades are constantly recalculated in the background for all prospects.

All versions of Insightly Marketing offer scoring and grading, but Insightly Enterprise Marketing customers can develop multiple scoring models and grading profiles. The scoring model feature will be released later in October 2020, but the grading feature is available now.

New Journey Builder Capabilities

Get more out of Insightly’s customer journey builder with nine new check steps.

Track more actions right within a journey to better understand your website visitors’ or prospects’ behavior and intent. From tracking webinar registration status to content downloads to interactions with social posts and ads, you can now check user actions within a specific time frame.

For example, you can check if someone has visited the pricing page of your website in the past four weeks, filled out a form, or downloaded a white paper from your website. You can even check if a provided email address is from a business or personal email account.

Use merge tags in the subject and description of CRM Tasks inside journeys to easily share more context and data with task assignees and facilitate a better informed follow-up with a prospect.

These improvements will be available to all Insightly Marketing users later in October.

New Spam Control Measures in Forms

Control the quality of form submissions on your website to make sure they are not from bots or other automated spam tools.

Insightly now checks and performs heuristic mapping on form submissions to block a flood of form submissions within a short period of time from the same bad actors.

The new checks also ensure the validity of the domain name of an email address and server. You can also turn on “corporate email addresses only” to auto-reject submissions with email addresses from free services, such as Gmail, Yahoo Mail, etc.

With the help of a honeypot field—or a hidden field on a form that a human would not be able to fill out, but bots would—you can now discard all spam submissions.

You now have an option to include Google’s reCAPCTHA on your forms, adding an extra level of verification on your form submissions.

These new spam prevention measures are available now.

New Capabilities in Insightly Analytics

Get more insights and improve your marketing with Insightly’s new analytics capabilities.

If you have YouTube videos embedded on your website, blogs, or landing pages, Insightly can automatically track and log your prospects’ engagement with the content. You can see who started playing the videos, how many prospects got through watching the entire video, and how often they watched it. That data can be logged to prospect timelines. Just click one checkbox in the settings to turn on that capability.

Track interactions with your forms, even if the website visitors don’t submit the form. So, if a visitor or prospect partially fills out a form and then navigates away from your website or loses their connection, Insightly still captures all the info provided on the form and saves it in the analytics database. You can use this information to determine just how many questions users will fill out before abandoning the form.

Finally, log custom events from your visitors or prospects into Insightly Analytics pipeline. By default, Insightly Analytics records page views. Every time one of your site visitors views a web page with the analytics tag, we record that page view.

Now you have an option to record other events in Insightly Analytics: custom events, like calls to action, e-commerce events, like ‘add to cart’, product configuration settings, IOT events from internet connected devices, and other events you would like to see in a prospect’s timeline.

The new Insightly analytics features will be available in October 2020.

New Static & Dynamic List Capabilities

Segmenting your prospects and customers into lists that you can target with your marketing activities is one of the core things that marketers do, and Insightly is bringing more list creation capabilities in this release.

You can now filter the prospects in your lists based on more than 25 new filter types.

The first set of new filters is based around the CRM data that is linked to the prospects in Insightly Marketing. Quite often your prospects are linked to either lead or contact records in the CRM, which in turn are linked to organization records.

You can now filter prospects in Insightly Marketing based on fields in the linked lead, contact, or organization records in CRM. For example, you can easily filter your prospects based on the address/country of the linked contact records. Insightly filters the prospects automatically in real time.

You can also filter prospects based on any activity or interactions they’ve had with your marketing assets. For example, create a list of all prospects that have received one of your marketing emails in the last four weeks, have visited your website in the past 14 days, and attended your last Zoom webinar back in June.

If you make that a dynamic list, it will be kept up-to-date as new prospects match the filters or fall out after they no longer match the criteria.

Use filters for some of the new Insightly Marketing capabilities, like filtering prospects based on if they have viewed one of the YouTube videos on your website, filled out a form recently, or visited the brand new landing page you created with the new Insightly Marketing landing page builder, clicked a call to action link in the e-newsletter, and/or downloaded a white paper in the past three months.

The ability to create specific lists of prospects with fine-grained filters based on their actions allows you to reach previously unknown or inaccessible audiences. For example, prospects that attended last year’s trade show who live in San Diego, but have not visited your website’s new product section, can now be added to a list and invited to a virtual demo of your new product.

The new list filters will be available to all Insightly Marketing users in October 2020.

Other improvements in Insightly Marketing

Here are a few updates in email authoring and sending experience.

Finish actions on list emails

List emails or batch and blast emails can now have finish actions that run after a prospect opens the email, clicks on one of the links in the email, or unsubscribes. Finish actions are a great way to automate tasks, like adding tags to the prospect, sending them an email, adding them to a list, registering them for a Zoom webinar, or running a Zapier integration.

Edit plain text version of email in email wizard

Insightly automatically generates a plain text version of an email for those recipients who can’t view the HTML version. Now you can also review and manually edit the plain text version of an email before the send.

Add emojis to subject and preview line

Use a new emoji picker to easily select emojis for your email subject line or preview text.

Use new email themed templates

We added quite a few new email templates in this release, so you have more to pick from when designing new marketing emails or looking for inspiration.

These new features are all available now.

To learn about user interface and productivity improvements across all apps, please read this post or watch the full webinar.

Ready to see all new Insightly Marketing features in action? Request a demo.


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