Behavioral Email Module

Reach users when they are offline

Don't rely solely on in-app alerts. Set up triggered notifications that send automatically if a trial user stalls midway through your onboarding dashboard.

Integrate app triggers with lifecycle emails

If user has signed up but has not completed "Step 2: Connect DB" in 48 hours, Insightly automatically fires a re-engagement email with tips on setting up database links.

Target by custom segment filters
Sync variables (e.g. customer name) into templates
Prevent double messaging using global caps

Email Preview

From: updates@insightlysolutions.org

Subject: Complete your database setup inside Insightly

Insightly

Hi there! We noticed you left your setup unfinished...

You're only one step away from launching your first no-code hotspot in minutes. Click below to return directly to your dashboard.

Connect Database Now →

If you need assistance, reply to this email to chat with a developer.