Find out how to create an email campaign and track the responses.

There are several steps in the process of creating an email campaign, including:

1. Defining the campaign
2. Choosing the email design
3. Reviewing the email
4. Sending or scheduling the email
5. Analysing campaign results

Defining the campaign

1. Click Marketing → Email campaigns → New email campaign:
   
   
    
2. If AI suggestions are activated for your account, choose whether Upsales writes a draft email (Tell us what you want to write about) or you write it yourself (I want to write myself). To let Upsales write it, describe the campaign and click Generate content based on description. The draft opens in the editor, where you continue with editing your email:
   
   Without AI suggestions, the window shows Create an email campaign in 10 seconds? instead. A billing admin can activate AI suggestions there: expand it and click I agree to the terms.
3. Add an internal campaign name
4. Click the What type of email is this? dropdown to choose one of your predefined subscription lists:
   
   
    
5. Click Next: Templates & design

Choosing the email design

1. Choose a template:
   
   
   
    
2. Hover over a template and either click Preview or Select:
   
   
    
3. Edit your email
4. Click Recipients:
   
   
    
5. Choose recipients based on their segment, sales campaign, or click Open contact list to choose specific contacts:
   
   
    
6. Based on your contact list and your selection, the number of recipients is shown, and also how many have unsubscribed to the email type:
   
   
    
7. Click Settings & send

Reviewing the email

1. Review the email name, sender, subject line and add pre-header text:
   
   
    
2. Review the recipient list:
   
   
    
3. Review links in the email:
   
   
    
4. Add any attachments:
   
   
    
5. You can send a test email or share the draft via a link:
   
   
    
6. Ready to send? Click Send or schedule:
   
   

Sending or scheduling the email

1. Choose to send now or schedule and send later:
   
   
    
2. If the number of email recipients means you'll go into a higher marketing tier, the Tier Upgrade Required window opens:
   
   
   • If you are a billing admin, or your user has Can approve increases in price tier of Marketing Automation turned on, review the new tier and click I approve the upgrade. The campaign is then sent or scheduled.
   • Otherwise, click Send request to billing admin. The campaign is not sent. You get an email when a billing admin has approved the upgrade. Then click Send or schedule again.

Analysing campaign results

How to track and measure email campaign responses