Prevent Duplicate Entries

Insightly customers have asked us for duplicate checking features, which is a good idea that will move up our request list as it gets more votes. While we all wait for that to move up the priority list, an extra step can save you from creating duplicate items as you enter them or import them into Insightly. If you’re adding a new contact or some other item directly to Insightly, use our global search at the top of the page to perform a quick search for its name before you start adding it. Bonus tip: You can right-click any search results to open matching items in a new tab instead of navigating away from your current page. If it already exists, you can do a fast check of the record to see if it needs updating.

Insightly does perform duplicate checks when you’re importing organizations or contacts, but duplicates are only recognized if there’s a two-point match on the information you’re importing. Be sure you include as much information as you can in the import file, including names, phone numbers, and email addresses. This will help block duplicate records from being created in Insightly and keep your contact records clean.

Keep Your Email Marketing Lean and Clean

Email marketing is a great tool for reaching prospective clients and keeping current customers updated. It’s important to keep messages and contact lists under control to avoid breaking the many international SPAM laws and driving away customers. For people who sign up for information, you might want to consider whether single or double opt-in methods are best for your business (your email marketing software might already have double opt-in available to you). By keeping your contact lists lean and clean, you’ll avoid sending the same message twice, which can be a turn-off and prompt more unsubscribes.

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