Use Client Insights to help strengthen relationships with your contacts through personalized emails containing articles matching their interests. Client Insights uses an AI engine to match contact profiles with relevant articles from the web based on a contact's interests. Articles display in contact profiles as a feed. You can select which articles to share with a contact from the feed. In addition, you can filter the feed by date and country.

Use the Insights tab on the Contacts workspace to view and share articles. In the Insights tab you can:

• Add and remove interests
• Select interests to adjust the article list
• View and filter the article list
• Select which articles to share with a contact and see which articles were already shared

Managing interests

In the Insights tab, you can add words and short phrases related to your contact's interests. The Client Insights engine uses these as keywords to generate the article list. You can then filter the article list by selecting one or more of the saved interests. At any time, you can delete an interest that was previously added to the contact's profile.

Adding interests

You can add interests in the Insights tab. Later, you can use these interests and any other previously added interests to filter the contact’s suggested articles.

To add an interest:

1. Navigate to the Contacts workspace and select the Insights tab.
2. Click the Manage Interests button .
   The Manage Interests dialog opens.
3. Click Add.
   The Add Topic dialog opens.
4. Enter a word or short phrase related to the interest (for example, retirement, or food festivals).
5. Click OK.
   The interest is added to the list and is selected by default.
6. [Optional] Clear the checkboxes for any interests that you want to exclude from the feed.
7. Click OK.

Articles related to the new interest can now be seen in the article list.

Selecting interests

For contacts with multiple saved interests, you can generate a more targeted article list by filtering the feed to only include articles associated with specific interests.

To select one or more interests:

1. On the Contacts workspace, select the Insights tab.
2. Click the Manage Interests button .
   The Manage Interests dialog opens.
3. Select or clear checkboxes to include or exclude articles related to specific interests.
4. Click OK.

The Manage Interests dialog closes and the updated article list displays.

Deleting interests

You can delete interests in the Insights tab to remove them from the interests list.

To delete an interest:

1. Navigate to the Contacts workspace and select the Insights tab.
2. Click the Manage Interests button .
   The Manage Interests dialog opens.
3. Hover over the interest you want to delete.
4. Click Delete .
   A confirmation dialog opens, asking you to confirm that you want to delete the interest.
5. Click Delete in the confirmation dialog.
   The interest is deleted from the list of interests.
6. Click OK.

The Manage Interests dialog closes and the updated article list displays.

Sharing articles with contacts

In the Insights tab, you can share articles with contacts by email.

To share articles with contacts:

1. Navigate to the Contacts workspace, and select the Insights tab.
2. Select the article that you want to share.
3. Click Email.
   The Email Article dialog opens.
4. In the Subject field, enter the email subject.

5. In the Body field, enter the text for your email.
   

   You can use the toolbar at the top of the Body field to format the text as rich text with styles such as bold, italics, bullet points, and hyperlinks. You can also copy and paste formatted text into the field. You can also click the Image button in the toolbar and upload images from your computer to use in email signatures. The images cannot exceed 2MB in size. The images must be in JPG, JPEG, or PNG format. To specify additional image settings, navigate to the Advanced tab. For example, you can specify the size of an image and its alignment.

6. [Optional] To insert a merge field into the Body field, click Merge Fields and select the required merge field from the list. For example, the ${firstName} merge field personalizes the email with the recipients' first names.
   

   You can include multiple Microsoft Word, PDF, and CSV documents in batch emails. You can use tokens in merge fields to personalize documents and emails so that you do not need to create unique versions of each for individual recipients. Documents created outside of NexJ CRM containing merge fields are populated during batch processes or when they are associated with a contact. Only PDF, DOC, and DOCX external files can contain merge fields. If you use merge fields in an unsupported file type, merge field names display in emailed documents, rather than merge field values. For more information about using NexJ CRM merge fields in a Microsoft Word document, see Using merge fields

7. [Optional] To add your email signature, select Include Email Signature. To modify your email signature, click Manage Email Signature.
   

   You can create an email signature from the User Preferences dialog.

8. Adding attachments to emails overwrites the subject and body text that you may have entered in the Subject and Body fields. To specify attachments to include in the email:
   1. In the Files field, click the Select button. You can choose from the following options:
      • Favorites > Manage Favorites
        Opens the Manage Favorite Documents dialog where you can select attachments.
      • Select from Document Manager
        Opens the Select from Document Manager dialog where you can select attachments stored in the Document Manager.
      • Select from Computer
        Opens the Select from Computer dialog where you can browse for attachments stored on your computer and select the required attachments.

   2. Select the document to include attachments for the email.
      

      Selecting a document includes all of its attachments.

   3. Click OK.
9. In the Logging Options and Touches tab, select Create a journal entry for each recipient with personalized copies of the specified document to create a journal entry on the Activities tab for each selected contact. This checkbox is selected by default.
10. In the Log Item Description field, enter the name that you want to use for logging the record.
11. [Optional] By default, the Add Subject checkbox is selected and appends the subject of the email to the log item description. You can choose to clear the checkbox.
12. [Optional] You can select an item in the Priority drop-down to categorize the email record.
13. [Optional] You can choose to attach a related campaign, opportunity, product, or service request.
14. [Optional] In the Follow-ups tab, you can choose to add a follow-up activity by selecting the Add drop-down menu and selecting an option.
    Assigning a follow-up activity adds a task to the assignee's My Tasks tab in the Home workspace. The system creates one task for each recipient of the email. For example, assigning a follow-up activity for an email with three recipients creates three tasks. If logging is enabled, the task is also included in the list with one task for each recipient, and it will appear with the email log in each contact's journal.
15. [Optional] To preview the email before sending it to contacts, click Send a Draft Email to send the email to your email address. If there are merge fields in the email body and attachments, they are personalized using the information from one of the contacts.
    After you click Send a Draft Email, a message displays stating that you have sent an email to your email address. Click OK to continue.
16. To send the email to contacts, click Send Email.
    A confirmation dialog opens.
17. Click Yes.
    The confirmation dialog closes.

You have shared the article with the contact.

Related links

Creating an email signature

Filtering articles

You can filter the article list by published date and country.

To filter the article list:

1. Navigate to the Contacts workspace and select the Insights tab.
2. Select a date range or a country, or both from the filter at the top of the list.

All articles with the selected filter will display in the article list.