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Turn It Up Tuesday: Tips from Insightly to Take Your Business to 11

Welcome to Turn It Up Tuesday, where we bring you 3 weekly tips—a tip on using Insightly CRM, a tip on running your business, and a tip on improving your life. Enjoy this week’s tips!

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Changing Your Profile Picture

Changing your profile picture is just like changing a contact’s image. You’ll just need to upload an image to your own contact record.

From the Home tab, search for your name. Click the last Added Contact record that appears at the bottom of the list. This is the contact that was created when you were added as an Insightly user.
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    Click the Actions menu and select Change Contact Image. Like all Insightly system user contacts, your record will display a red banner at the top.

     

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    2. Click the Select File button to choose a file from your computer, then click theSave New Image button to make the change.

     

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    3.Your picture will now appear in your contact record and in the corner of Insightly.

 

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This week’s tip was provided by Tony Roma. Tony is an Insightly product expert who has been helping businesses implement software solutions for over ten years.

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The Easy Button

If you are just dipping your toe into the waters of email marketing, there are a few basics that will help you launch your effort without feeling overwhelmed:

 

Make Your Subscribe Button Easy to Find

If visitors are excited about your content, but they can’t find a way to quickly and easily subscribe to your email newsletter or blog, they will likely get frustrated and go away. Make sure your subscribe or sign-up button is easy to locate. The same goes for the sign-up form. Keep it short and simple—name and email address should suffice.

 

 

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Think Mobile-Friendly

According to Pew Research Center — 64% of Americans are smartphone users, which means they’re likely exclusively checking their email from their phone or at least checking their email when they’re away from home.  Many email marketing services, especially the top-rated ones, will automatically create a mobile version of your newsletter for you, so it’s important to double check with these providers before signing up for their services.

 

Send Test Emails

Just like you would taste test your homemade chicken soup before adding more salt, make sure your campaigns can be read on any device. Test, test, test by sending it to yourself first. This gives you a chance to not only test out embedded links, you also perform another proof read to make sure there are no embarrassing spelling or punctuation errors.

 

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The Perfect Gifts for Mompreneurs

Raising kids is a tough job. Coupled with running a business, it’s the stuff of superheroes. This Mother’s Day, give the mompreneur in your life a gift she’ll really enjoy. Not sure what gift to give? We came up with a few ideas to get you thinking in the right direction.

  1. Send flowers

Who doesn’t love flowers? Order her an arrangement of her favorite blossoms to be delivered. And don’t forget the card. A thoughtful note will be appreciated.

  1. Schedule a spa treatment

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It’s a challenge for moms to make their own time to relax. Schedule her a day at the spa so she can be pampered. If she can’t take the entire day off, schedule a masseuse to come to her.

  1. Send a book credit  

If your mom is a bookworm, register her for any one of the several subscription book services for her Kindle or e-reader. It’s a gift she’ll enjoy all year long.

  1. Give the gift of caffeine

Especially for new moms, that morning cup of coffee is a must. New “smart” coffee makers can be operated via apps, so she can get her brew going from bed.

Mompreneurs are busy – juggling kids, a business, employees, a personal life – it can be easily overwhelming. Take the time to show how much you appreciate the hard-working women in your life this Mother’s Day, and every day.

 

Send Us Your Tips

Would you like to share your tips with other Insightly customers? Send them to us!
If we use one in our weekly feature we’ll send you a $10 Amazon Gift Card!

Contact us on Facebook, Twitter, Google+, or send us an email.

And if you haven’t tried the best CRM around, check out Insightly’s features and plans on our pricing page or sign up for a free trial right now.

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About the author: Marta Bright is Insightly’s Content Manager. She’s been writing about the “business of technology” in the Silicon Valley for more than a decade.

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