Your command center to manage instances, permissions and billing.
Instances
An Instance is a virtual server that stores data and runs your application code.
Marketplace
Hosts applications, tools, and various files that you can download and install into an Instance.
Partners
Partners are experts in designing, building, and maintaining apps on Insites.
Support
Contact Insites Support for bugs, feature requests, and software development help.
Instantly available virtual server with built-in features for your entire team.
CRM
CRM helps manage relationships with customers, suppliers, and third parties efficiently.
Assets
Insites enables you to upload and manage files such as images, and documents using Assets.
CMS
Manage your application content with ease via no-code builders.
Forms
Creating forms for users to input data into the system.
Pipelines
Your instance includes 'Pipelines' to manage opportunities by creating relevant stages.
Permissions
Manage user permissions and security for your application.
Data
Insites lets users view, create, and manage databases and content via the Instance Admin.
Ecommerce
The Insites Ecommerce module provides complete management of ecommerce activities.
Locator
The Locator lets you integrate your instance with Google Maps and customize it as you wish.
Events
Insites Events lets you manage schedules, tickets, and sponsorship on your instance.
API
Integrate with any tool or platform with bespoke Endpoints.
AI alpha
Take advantage of the latest AI technology with your data.
A cohesive set of guidelines, patterns, and assets for a consistent, user-centered design.
Design System Overview
The Insites design system is a collection of reusable components, guided by clear standards.
Component Hierarchy
Learn how to customize components and how to structure your designs so they inherit attributes.
Font Icons
A full suite of font icons to use across your project within menus, buttons and quick links.
Color Styles
Figma color styles represent variables for Insites components, enabling quick customization.
Build blazing-fast, consistent user interfaces with our web component library.
General
A wide variety or general use components such as buttons, carousel, gallery, headings, and loaders.
Layout
Useful layout components such as an accordion, backdrop, drawer, headers, modals, and more.
Data Entry
Collect data with components that include card select, checkbox, inputs, sliders, and editors.
Data Display
Create engaging interfaces with components such as Kanban boards, charts, tables, and timelines.
Tutorials, references, and examples on how to build modern web applications on Insites.
Development
Covers key topics for setting up and maintaining web applications on Insites.
Modules
Modules enable code reuse and sharing while protecting creators' intellectual property.
Pages and Layouts
Learn how to implement pages and rendering content on your Instance.
Databases and Users
Discover how to create custom data models, import/export data and manage users.
The Insites CLI Tool helps you deploy configuration
files and assets to your Insites Instance.
Get Started
Guides you through the requirements and steps to install and start using the Insites CLI Tool.
Commands and Options
Learn the commands and options for managing configurations in the Insites CLI.
Graphical User Interface
Discover how using the GUI can enhance your workflow by simplifying complex processes.
Code Linting
Automatically check your codebase for programmatic and stylistic errors when deploying.
GraphQL
A data query and manipulation language that allows you to specify the data you require.
Liquid
Liquid is a template language for creating dynamic pages, content and configurations.
API Docs
Learn about the functionalities and structure of the inbuilt API Endpoints of your instance.
Web Applications
Discover how to create your web application with step by step guides and helpful examples.
Your command center to manage instances, permissions and billing.
Instances
An Instance is a virtual server that stores data and runs your application code.
Marketplace
Hosts applications, tools, and various files that you can download and install into an Instance.
Partners
Partners are experts in designing, building, and maintaining apps on Insites.
Support
Contact Insites Support for bugs, feature requests, and software development help.
Instantly available virtual server with built-in
features for your entire team.
CRM
CRM helps manage relationships with customers, suppliers, and third parties efficiently.
Assets
Insites enables you to upload and manage files such as images, and documents using Assets.
CMS
Manage your application content with ease via no-code builders.
Forms
Creating forms for users to input data into the system.
Pipelines
Your instance includes 'Pipelines' to manage opportunities by creating relevant stages.
Permissions
Manage user permissions and security for your application.
Data
Insites lets users view, create, and manage databases and content via the Instance Admin.
Ecommerce
The Insites Ecommerce module provides complete management of ecommerce activities.
Locator
The Locator lets you integrate your instance with Google Maps and customize it as you wish.
Events
Insites Events lets you manage schedules, tickets, and sponsorship on your instance.
API
Integrate with any tool or platform with bespoke Endpoints.
AI alpha
Take advantage of the latest AI technology with your data.
A cohesive set of guidelines, patterns, and assets for a consistent, user-centered design.
Design System Overview
The Insites design system is a collection of reusable components, guided by clear standards.
Component Hierarchy
Learn how to customize components and how to structure your designs so they inherit attributes.
Font Icons
A full suite of font icons to use across your project within menus, buttons and quick links.
Color Styles
Figma color styles represent variables for Insites components, enabling quick customization.
Build blazing-fast, consistent user interfaces with our web component library.
General
A wide variety or general use components such as buttons, carousel, gallery, headings, and loaders.
Layout
Useful layout components such as an accordion, backdrop, drawer, headers, modals, and more.
Data Entry
Collect data with components that include card select, checkbox, inputs, sliders, and editors.
Data Display
Create engaging interfaces with components such as Kanban boards, charts, tables, and timelines.
Tutorials, references, and examples on how to build modern web applications on Insites.
Development
Covers key topics for setting up and maintaining web applications on Insites.
Modules
Modules enable code reuse and sharing while protecting creators' intellectual property.
Pages and Layouts
Learn how to implement pages and rendering content on your Instance.
Databases and Users
Discover how to create custom data models, import/export data and manage users.
The Insites CLI Tool helps you deploy configuration
files and assets to your Insites Instance.
Get Started
Guides you through the requirements and steps to install and start using the Insites CLI Tool.
Commands and Options
Learn the commands and options for managing configurations in the Insites CLI.
Graphical User Interface
Discover how using the GUI can enhance your workflow by simplifying complex processes.
Code Linting
Automatically check your codebase for programmatic and stylistic errors when deploying.
GraphQL
A data query and manipulation language that allows you to specify the data you require.
Liquid
Liquid is a template language for creating dynamic pages, content and configurations.
API Docs
Learn about the functionalities and structure of the inbuilt API Endpoints of your instance.
Web Applications
Discover how to create your web application with step by step guides and helpful examples.
Your command center to manage instances, permissions and billing.
Instances
An Instance is a virtual server that stores data and runs your application code.
Marketplace
Hosts applications, tools, and various files that you can download and install into an Instance.
Partners
Partners are experts in designing, building, and maintaining apps on Insites.
Support
Contact Insites Support for bugs, feature requests, and software development help.
Instantly available virtual server with built-in features for your entire team.
CRM
CRM helps manage relationships with customers, suppliers, and third parties efficiently.
Assets
Insites enables you to upload and manage files such as images, and documents using Assets.
CMS
Manage your application content with ease via no-code builders.
Forms
Creating forms for users to input data into the system.
Pipelines
Your instance includes 'Pipelines' to manage opportunities by creating relevant stages.
Permissions
Manage user permissions and security for your application.
Data
Insites lets users view, create, and manage databases and content via the Instance Admin.
Ecommerce
The Insites Ecommerce module provides complete management of ecommerce activities.
Locator
The Locator lets you integrate your instance with Google Maps and customize it as you wish.
Events
Insites Events lets you manage schedules, tickets, and sponsorship on your instance.
API
Integrate with any tool or platform with bespoke Endpoints.
AI alpha
Take advantage of the latest AI technology with your data.
A cohesive set of guidelines, patterns, and assets for a consistent, user-centered design.
Design System Overview
The Insites design system is a collection of reusable components, guided by clear standards.
Component Hierarchy
Learn how to customize components and how to structure your designs so they inherit attributes.
Font Icons
A full suite of font icons to use across your project within menus, buttons and quick links.
Color Styles
Figma color styles represent variables for Insites components, enabling quick customization.
Build blazing-fast, consistent user interfaces with our web component library.
General
A wide variety or general use components such as buttons, carousel, gallery, headings, and loaders.
Layout
Useful layout components such as an accordion, backdrop, drawer, headers, modals, and more.
Data Entry
Collect data with components that include card select, checkbox, inputs, sliders, and editors.
Data Display
Create engaging interfaces with components such as Kanban boards, charts, tables, and timelines.
Tutorials, references, and examples on how to build modern web applications on Insites.
Development
Covers key topics for setting up and maintaining web applications on Insites.
Modules
Modules enable code reuse and sharing while protecting creators' intellectual property.
Pages and Layouts
Learn how to implement pages and rendering content on your Instance.
Databases and Users
Discover how to create custom data models, import/export data and manage users.
The Insites CLI Tool helps you deploy configuration
files and assets to your Insites Instance.
Get Started
Guides you through the requirements and steps to install and start using the Insites CLI Tool.
Commands and Options
Learn the commands and options for managing configurations in the Insites CLI.
Graphical User Interface
Discover how using the GUI can enhance your workflow by simplifying complex processes.
Code Linting
Automatically check your codebase for programmatic and stylistic errors when deploying.
GraphQL
A data query and manipulation language that allows you to specify the data you require.
Liquid
Liquid is a template language for creating dynamic pages, content and configurations.
API Docs
Learn about the functionalities and structure of the inbuilt API Endpoints of your instance.
Web Applications
Discover how to create your web application with step by step guides and helpful examples.
Your command center to manage instances, permissions and billing.
Instances
An Instance is a virtual server that stores data and runs your application code.
Marketplace
Hosts applications, tools, and various files that you can download and install into an Instance.
Partners
Partners are experts in designing, building, and maintaining apps on Insites.
Support
Contact Insites Support for bugs, feature requests, and software development help.
Instantly available virtual server with built-in
features for your entire team.
CRM
CRM helps manage relationships with customers, suppliers, and third parties efficiently.
Assets
Insites enables you to upload and manage files such as images, and documents using Assets.
CMS
Manage your application content with ease via no-code builders.
Forms
Creating forms for users to input data into the system.
Pipelines
Your instance includes 'Pipelines' to manage opportunities by creating relevant stages.
Permissions
Manage user permissions and security for your application.
Data
Insites lets users view, create, and manage databases and content via the Instance Admin.
Ecommerce
The Insites Ecommerce module provides complete management of ecommerce activities.
Locator
The Locator lets you integrate your instance with Google Maps and customize it as you wish.
Events
Insites Events lets you manage schedules, tickets, and sponsorship on your instance.
API
Integrate with any tool or platform with bespoke Endpoints.
AI alpha
Take advantage of the latest AI technology with your data.
A cohesive set of guidelines, patterns, and assets for a consistent, user-centered design.
Design System Overview
The Insites design system is a collection of reusable components, guided by clear standards.
Component Hierarchy
Learn how to customize components and how to structure your designs so they inherit attributes.
Font Icons
A full suite of font icons to use across your project within menus, buttons and quick links.
Color Styles
Figma color styles represent variables for Insites components, enabling quick customization.
Build blazing-fast, consistent user interfaces with our web component library.
General
A wide variety or general use components such as buttons, carousel, gallery, headings, and loaders.
Layout
Useful layout components such as an accordion, backdrop, drawer, headers, modals, and more.
Data Entry
Collect data with components that include card select, checkbox, inputs, sliders, and editors.
Data Display
Create engaging interfaces with components such as Kanban boards, charts, tables, and timelines.
Tutorials, references, and examples on how to build modern web applications on Insites.
Development
Covers key topics for setting up and maintaining web applications on Insites.
Modules
Modules enable code reuse and sharing while protecting creators' intellectual property.
Pages and Layouts
Learn how to implement pages and rendering content on your Instance.
Databases and Users
Discover how to create custom data models, import/export data and manage users.
The Insites CLI Tool helps you deploy configuration
files and assets to your Insites Instance.
Get Started
Guides you through the requirements and steps to install and start using the Insites CLI Tool.
Commands and Options
Learn the commands and options for managing configurations in the Insites CLI.
Graphical User Interface
Discover how using the GUI can enhance your workflow by simplifying complex processes.
Code Linting
Automatically check your codebase for programmatic and stylistic errors when deploying.
GraphQL
A data query and manipulation language that allows you to specify the data you require.
Liquid
Liquid is a template language for creating dynamic pages, content and configurations.
API Docs
Learn about the functionalities and structure of the inbuilt API Endpoints of your instance.
Web Applications
Discover how to create your web application with step by step guides and helpful examples.
Insites provides ready-to-use email layouts for auto-responder and workflow emails. This article discusses how you may modify the layout of your automated emails and use them on your Instance.
Layout name:
This email layout is primarily used for customer emails, such as auto-responder emails. The External email layout is branded using Globals. Changing the 'Email Logo' on the global content will also change the logo for your email header. The email footer is branded and powered by Insites.
Layout name:
This email layout is primarily used for emails that are sent to your administrators/internal users, such as workflow emails, system emails, etc.
The main difference between the internal and external email layouts is that the email header is not changeable to your logo. Instead, this uses the Insites branding for the header and footer.
Insites email templates are applied as the email layout; global content also dynamically changes the configurations, such as the email sender address, name and logo.
Here's an example of an email using the Internal Email Layout:
Here's an example of an email using the external email layout:
As from the example above, Insites email templates extends global content, applying it to the entire email, including the header, footer, company name, logo/icon, and sender.
The autoresponder uses the company data set in Globals for the 'email sender' and 'reply to' values:
Autoresponder sender / Email from:
Company Name: {{ global.company_name }}
Company Email 1: {{ global.company_email_1 }}
Default: notifications@insites.io
Autoresponder reply to / Reply to:
Company Email 1: {{ global.company_email_1 }}
Default: (empty)
Email header logo
The email logo value {{ global.email_logo.url }} can be set from the 'Emails' tab in Globals.
Email footer
The email footer logo is branded by Insites, but there are some field references from Globals, such as:
Company Name: {{ global.company_name }}
Company Business Registration: {{ global.business_registration }}
Location 1 Address Fields: {{ global.loc_1_address.street }} {{ global.loc_1_address.street }} {{ global.loc_1_address.city }} etc..
Location 1 Phone Number: {{ global.loc_1_phone }}
The Insites autoresponder template is customisable via Globals. If the default configuration and customisation features do not fit your need, you may need to create your own email template.
Workflow only references global content 'company email 1' for the workflow recipient.
Workflow recipient / Email to:
Company Email 1: {{ global.company_email_1 }}
Default: support@insites.io
Workflow sender / Email from:
Default: notifications@insites.io
Workflow reply to / Reply to:
Default: (empty)
The Insites workflow template is branded by Insites by default. If you want to white label or customise it, you will have to make your own email template.
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