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Insycle is a complete customer data management tool. With 8 modules, each containing many templates for dozens of use cases, you may need help finding the right tool and template to use for a specific task.

Insycle's advanced search bar makes it incredibly easy to find templates, identify the right module, and complete tasks using Insycle, especially as you are learning to use it.

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Quick Summary

With Insycle's advanced search bar, you can find templates, identify the correct module, and complete tasks using Insycle for the first time.

Using Insycle's search on your dashboard, you can find templates and recipes directly by searching for your use case in the search bar. The search field also provides additional information about the module the template is for, and who created the template or recipe.

Using Insycle's Advanced Search Bar For Quick Navigation

Insycle helps companies with a wide range of data management use cases. Between eight modules and additional features, sometimes it can be difficult to find the right module and template to perform a specific task.

Insycle's advanced search bar takes care of this problem.

When you log in to Insycle, the search bar appears on the main dashboard screen. This is where the magic happens.

search bar location

To search, select the textbox just below where it says "What are you looking to solve? Type to search..."

search bar textbox

With the textbox selected, you can search Insycle for relevant templates and recipes for your issues and use cases. This includes both default templates that are available in Insycle as well as custom templates that you create.

In this example, we'll search for the key phrase "duplicate." This pulls up all relevant templates and recipes in all Insycle modules.

search

A template is a process of steps and settings that are executed at the module level. For instance, you might have a template for merging companies by name and domain name, as in our example below. Learn more about templates.

Templates are labeled below the template name using the template symbol, the module, the object type, and information about who created the template.

search templates

You can also search for recipes here. Recipes are labeled as recipies, with the object type and creator of the recipe.

search recipes

Recipes are a collection of Templates. So while a template may perform one particular task—such as capitalizing first names—A recipe would contain multiple templates. For example, a recipe might include templates from multiple modules that capitalize a first name, remove symbols, remove whitespace, identify missing first names, and remove middle and last names from the "First Name" field.

Recipes can then be integrated into HubSpot workflows for complete data management automation.

If you want to learn more about recipes click here.

Using Insycle's advanced search, you can quickly find the correct template and module to perform specific tasks in Insycle.

Automation

You can set up ongoing data maintenance automation with Insycle on the module level, using recipes, or integrating with workflows.

Audit Trail and History

The Activity Tracker lets you review all changes made through Insycle. At any time you can download a CSV report of the operation and records affected, including during imports.

Customer Data Health Assessment

The Data Health Assessment surfaces data quality issues that negatively impact your marketing, sales, and support efforts, and guides you through the process of fixing them.

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