Welcome to Turn It Up Tuesday from Insightly CRM, where we bring you 3 weekly tips—a tip on using Insightly, a tip on running your business, and a tip on improving your life. Enjoy this week’s tips!
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Tag Contacts When Sending Them to MailChimp |
Many customers with Insightly paid subscriptions are using our MailChimp integration to keep in touch with groups of Insightly contacts. If you’re sending out email campaigns or other communications, use Insightly’s tagging feature to keep track of which contacts have received an email.After you’ve selected contacts and sent them over to MailChimp, they will still be selected on the Contacts tab, so you can quickly use our bulk editing feature to tag them with information about the email. Include a date in the tag, and each time you view a contact, you’ll be able to spot when they received the last MailChimp email! |
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