Managing social media links
Show social profile icons on contact records.
On this page:
- How it works
- Social media discovery
- Manually adding a profile
- Disabling the social discovery feature
How it works
Insightly can display icons that open LinkedIn, Facebook, and Twitter pages from your Insightly contacts. These icons are linked to social profiles that you enter or links that Insightly discovers for you based on a record’s email addresses.
Social media discovery
When you add an email address to a contact, Insightly uses it to find public social profile matches for LinkedIn, Facebook, and Twitter. If the record is missing an image or social profile, Insightly updates the record using the social information that’s found.
If you change the email address later and want to change the social profiles, you’ll have to update the social links manually. Insightly never replaces links or an image you added manually, and you can always edit the record to replace or remove links or an image that you don’t want to see.
Because the social network search is based on an email address and public profiles, if a contact has a private profile, Insightly will not be able to find it.
Manually adding a profile
To add a social profile to a contact, enter the full URL in the LinkedIn, Facebook, or Twitter field. If you need links to other types of profiles, create a custom URL field.
Disabling the social discovery feature
Administrators can disable the auto-lookup feature to prevent Insightly from searching social profiles by email address.
To disable the social discovery feature:
- Go to System Settings > Social Profiles.
- Uncheck the box.
- Click Save Settings.