This Knowledge Base is the new home for all Cirrus Insight 2019 articles. You’ll find everything here going forward.

2019 Knowledgebase

Email Campaigns

For Admins: How do I manage my Action Items in Flight Plans?
Learn what the three types of Action Items are and how you interact with them in Flight Plans.
How do I start a Flight for a lead or contact?
Cirrus Insight's sales enablement platform will sync your calendar and email with Salesforce, track emails, schedule appointments, and more.
How can I add a personalized Attach.io link to an email template?
If you use both Cirrus Insight and Attach.io, you can add a personalized Attach link to the email templates you edit/create using Cirrus Insight.
How do I ensure my follow-up reminder emails include the original email threads?
The issue can be identified by an email titled 'Follow-up reminder' that is detached from its email thread.
Why isn’t my Email Tracking working like it used to?
If you find that your Email Tracking results aren’t updating like they used to, this issue can usually be addressed in this article.
How do I use Link Tracking to count how many times my email's hyperlink is clicked?
You can track information about links you place within your emails. See the simple steps involved in setting this up.
For Admins: How do I use the 'Email Opt Out' field?
Learn how to use the Email Opt Out field to exclude contacts/leads from receiving mass emails.
For Admins: How do I set an Outcome for a Flight Plan?
Learn the steps to create an Outcome for a Flight Plan.
How do I add recipients to a Flight from a CSV?
Cirrus Insight's sales enablement platform will sync your calendar and email with Salesforce, track emails, schedule appointments, and more.
For Admins: How do I start a Flight for a lead or contact?
Cirrus Insight's sales enablement platform will sync your calendar and email with Salesforce, track emails, schedule appointments, and more.
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