FAQ about Setting

Here we have collected the most popular questions about settings. If you did not find the answer to your question here, then you should dive into other articles.

How to check if product feed works?

To test your feed, you need to:

  1. Go to the page of any product and add it to your cart
  2. Go to the Audience in the online section and look for yourself
  3. Go to your profile and see the items in the cart
  4. If the product looks like product #341477, there is a problem with the feed. The product must have the correct name as on the website

Important! The product ID in the feed must match the product ID on the website, in the cart and in the order. If there are different values everywhere, the product will not be found and replaced correctly in the mailing lists.

How to add team member?

To add a team member:

  1. Go to the settings
  2. Go to the Team Members tab
  3. Click on Invite a new member
  4. Enter the name and email address of the person you want to add, and select which sections of the InSend they should and should not have access to.
  5. Within a few minutes, the team member will receive an email inviting them to join your InSend account. If the email does not arrive, ask the person to check their spam folder. If the person does not accept the invitation, they will not be able to log in to the account.

How to delete myself from analytics?

To exclude yourself from analytics:

  1. Go to settings
  2. Go to the tools tab
  3. Click on traffic exclusion
  4. Click on the red "Disable" button next to the desired domain

After that, you will no longer see yourself in analytics and in online visitors to the site.

How can I see everyone in the black list?

To see blacklisted users:

  1. Go to settings
  2. Go to the tools tab
  3. Click on the blacklist of emails

There you will see the number of users on the blacklist and who exactly and for what reason got there.

Can I remove people from blacklist?

As a rule, we cannot remove users from the blacklist, as this harms the sender's reputation. But there are a few cases in which we go forward:

  1. If your client mistakenly clicked unsubscribe and asked to send him emails again.
  2. If there was a big bounce and you fixed the bugs that led to it.

If you want to remove people from the blacklist, write to us via chat or email, indicating the reasons for the removal and who needs to be returned. We will definitely help you!

How to set up double opt-in emails?

To set up double opt-in emails or choose which emails can be sent without double confirmation:

  1. Go to settings
  2. Go to the double opt-in settings tab
  3. In the “Emails you can send without customer permission” section, you can choose which emails you can send without confirmation.
  4. And below you can set the text of the letter, subject, sender and make a preview of the letter.

Double opt in emails are sent as regular plain text emails. You can't give them a special design.

I don’t understand how to set up product cards in key page.

To create a new key page:

  1. Go to Settings — Key Pages and click the Add A Key Page button.
  2. Enter the name of the key page, for example, Product cards.
  3. Go to your site. Copy several URLs of pages with different products and add them to the box below. Each link on a new line. It is enough to enter 3-6 links for InSend to see the structure of the pages. The rest of the product pages will be added automatically.
  4. Check how the key pages work. To do this, go to the product page on the site as a visitor and see if you are online in the Audience - Online - Product cards section. Visit several different product pages.

Attention! You can create one key page for multiple product pages only if your website has a URL structure like "site/catalog/category/product". In this case, InSend will link all products from your catalog to this key page.

Sometimes the site structure looks somehow different. For example, all pages look like “site/page id” or pages with product categories look the same as the pages of the products themselves. in this case you can’t create one key page for different product cards.

I can’t delete my custom event in settings. What should I do?

If you can't delete a custom event, it's likely that it's currently being used in an active webform or email. Check active forms and emails and disable those that use this event, then you can delete it.

What is substitution and what it can be used for?

In InSend, you can create and use substitutions for email campaigns. With their help, you can insert your content into the content or subject of the email. Create a substitution once, edit it in one place, and use it in all emails instead of having to make changes to every email whenever you need to.

For example, you can create a substitution with a signature: manager's name, phone number, address. If one day you need to change the name of the manager, you simply change it in the substitution. No need to stop and edit every email manually.

Or, if you have changing content, such as a menu, seasonal offer, discount amount, manager's name, etc. It can also be arranged through substitution and edited without stopping running mailing lists.

I want to add substitution, but don’t know the code.

If you don’t know how to write the code, but you need to add a substitution, for example, the manager's signature, to the end of the letter, then you can do this:

  1. Create a new email or choose a ready one
  2. Use the drag-and-drop editor to design the signature you like
  3. In edit mode, click on the </> icon, you will see the code of this block
  4. Copy the code and paste it in the substitution in the settings

Be sure to check on a test letter how the substitution is displayed.

How product recommendations work?

Product recommendations is not available in InSend by default. This is because a lot of initial data is needed to make relevant recommendations that will increase sales and benefit your business.

Product recommendations are based on visitor behavior. The system analyzes each visitor (even if he is not known to us) and takes into account all the key actions on the site. When InSend has collected enough data, it becomes possible to identify patterns in visitor behavior and further predict the products that a particular visitor is most likely to buy.

Attention! In webforms product recommendations works only on product pages. Recommendations don’t work on other pages, because there is no product to which you need to find recommendations.

How to start using product recommendations?

To activate this functionality, you need to contact InSend support via email hello@insend.io. If there is enough data in the account, the manager will activate the block of product recommendations and it will be available for use in emails and webforms.

How to get a notification if someone submit the webform?

To receive webform submit notifications, you need to:

  1. Go to the web form settings
  2. In the upper left corner, tick notify me when a visitor submits a web form
  3. Enter the email address to which notifications should be sent

At the moment, you can enter only 1 email address, but if you need notifications to be sent to several emails, you can set up duplication of letters in your mail service through the rules.

What notifications can I get from InSend?

By default, all InSend users receive 2 reports:

  1. Weekly report
  2. Monthly report

You can configure or disable the receipt of reports in the settings - notification settings

How to remove “Powered by InSend” text at the bottom of emails and webforms?

To remove white label (powered by InSend text at the bottom of emails and webforms), you need to switch your plan from standard to business. Right after activation of new plan, InSend’s logo will be disabled.

How to check if my key page works right?

You have created a key page, but the webform is not displayed on it. Check out how this page works. Go to your site and select the desired page. Find yourself in the list of visitors online and see how it is determined.

How to change my password?

If you can't get into your account and you forgot your password, you can restore access through the Forgot Password tab:

  1. In the Email field, enter the email specified during registration and click Get instructions
  2. Next, check the email and log in using the link to change your password
  3. Enter and confirm a new password

How to change your password while logged into your account:In the account settings, in the My profile section, find the password and password confirmation fields, enter new data in both fields and click save.

What does the inscription "Limit exceeded" mean?

If your plan has an excess on letters or visits, then at the end of the billing period, a separate invoice for overspending will be automatically issued. Every 100 extra emails or visits cost $0.08.

The notification does not affect the work in the InSend. Sending emails, showing webforms and analytics will work as before.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.