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Sharlotte Briscoe

Andrew Waite

The Basics

Zoe Fletcher

Helpful guides on how to engage and convert your digital marketing prospects

Boosting sales

Embed a digital health check on your landing page to generate new qualified leads

Generating leads

How to use Insites to qualify & segment your leads in bulk

Lead scoring & segmentation

Save time & build better websites by running Insites audits in your production teams

Building better websites

How to set up Insites for your organisation

Configuring Insites

How to integrate Insites with your other sales & marketing tools

Integrations

Want to know how Insites works? Find answers to commonly asked questions here.

FAQs

Holly Jimenez

Build your own digital marketing audit or ingest Insites data into your CRM

API & Webhooks

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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