Managing email marketing campaigns

Where campaign email fits relative to CRM email.

On this page:

• Campaigns versus CRM email
• Options for managing marketing campaigns
• Organizing contacts for a campaign

Campaigns versus CRM email

CRM email is one-to-one correspondence saved against records. Marketing campaigns are one-to-many sends managed in Insightly Marketing or through an integration such as MailChimp.

Options for managing marketing campaigns

There are a few different ways to manage marketing campaigns from Insightly:

• Use the 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.
• 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.

ℹ️ Trial plans are limited to 100 emails per day.

Organizing contacts for a campaign

One suggested approach:

1. Select your customer population using custom filters.
2. Using bulk editing, add a tag with the campaign name so you can filter on it later. The tag indicates that the contacts were part of the campaign.
3. Depending on the method you choose, send the selected contacts to MailChimp, click the Send Email button, or export them to a CSV file to start sending your communications.