You can create an email campaign, select multiple recipients, design and schedule the email, and track responses.

Email campaigns require the Email Marketing or Marketing Automation add-on. Your user needs to be an administrator or have Marketing access.

This article covers:

• Creating email campaigns
• Setting up email campaigns

• 1. Designing email campaigns

• 1.1 How to manually add an unsubscribe link to an email

• 2. Selecting recipients

• 3. Updating settings and sending emails

• 4. Scheduling emails

• Finding email campaigns

Creating email campaigns

1. Click Marketing → Email campaigns:
   
   
    
2. Click New email campaign:
   
   
    
3. The “Let’s send some great emails” window displays:
   
   
    
4. You can either enter details manually, or click Tell us what you want to write about and click Generate content based on description for Upsales to generate some words:
   
   
    

5. Add the Internal email campaign name. This is for you to search or identify the campaign later. It's only visible to your Upsales users. By default it shows as the subject line for emails, which you can change before you send it out.

   Naming: An easy-to-remember and scalable method is the 3-part approach:
   Webinar - Product Release - 2024-Q3.

   1. Part 1: Campaign type, eg webinar, product release, newsletter
   2. Part 2: Feature
   3. Part 3: Year or quarter. This format allows text to be sorted by date

6. Add the type of email. These relate to the subscription type. The email will have a link on the footer to unsubscribe. This link will bring the receiver to a page with a list of the Email types from which they can choose to unsubscribe:

   Unsubscribed email addresses can still receive form submissions

7. Click Next: Templates & design:
   
   
   
   The template gallery displays.
    

Setting up email campaigns

Setting up the new email campaign is divided into:

1. Design
2. Recipients
3. Settings & send

Switch between steps by clicking the tabs at the top of the screen:



 

1. Design an email campaign

1. Choose a template from Team templates, Past email campaigns or Upsales templates, or click Start with a blank template:
   
   
    
2. Hover over your chosen template and click Select:
   
   

3. You can now edit your email template. Upsales templates and blank templates open in the email campaign editor. A template from Team templates opens in the editor it was built with.

   We recommend editing directly within the template. Pasting text from other apps, such as Word or Google Docs, may mean you also paste extra html which can alter formatting

4. When you work with an existing template, click an element and the editing options appear automatically:
   
   

   The font editor includes fonts that are likely to be installed on your recipient's computer. This is to make sure your fonts will display and render correctly. Custom fonts are available for landing pages

5. To test or share the email, click More options at the top of the editor and choose Send test via email or Share link. Share link copies the draft email's URL, so you can send it to colleagues. Anyone with the link can view the email without logging in to Upsales. Save your changes first, so the link shows the latest version. In a template built with the older editor, use the Preview, Send test and Share link buttons above the email instead:
   
   
    
6. When you're happy with the email, click Next step:
   
   

1.1 How to manually add an unsubscribe link to your email

The unsubscribe link is always included by default. Removed it by accident? Here's how to add it again.

An email campaign without an unsubscribe link can't be sent: the Settings & send step shows Missing unsubscribe link. You choose the link text yourself.

In the email campaign editor (with a More options button at the top):

1. Select the text you want to use as the link.
2. Click the link icon in the text toolbar.
3. Choose the special link End subscription (link).

In a template built with the older editor (with Preview and Send test buttons above the email):

1. Add a row
2. Click a column inside the row and add the content type Text:
   
   
    
3. Click Insert tag:
   
   
   
    

4. Scroll or search available tags for End subscription:
   
   
   
    

   To only display the unsubscribe page URL, add: {{UNSUB}}

2. Selecting recipients

1. There are three ways to select your recipients. You can either click the field and search, or click to create new:
   - Segments
   - Sales campaigns
   - Contact lists
   
   A segment is a dynamic list: contacts are added and removed automatically based on its filters. A sales campaign is a static list: you add and remove contacts and companies yourself. The recipients are collected right before the email is sent, so the email goes to whoever is in the segment or campaign at that moment. Only contacts with a unique and valid email address receive it. To add contacts to a segment by hand, see Can I add contacts to a segment manually?
    
2. After you've chosen, Upsales gives you a summary of your recipient data: 
   
   
    
3. When you're happy with the health of your list, click Next step:
   
   

3. Updating settings and sending emails

It's now time to complete the final settings:

1. Internal email campaign name:
   
2. The sender profile:
   
   
    
3. Choose the sender by clicking the dropdown

4. Add a subject: click tags to add a tag such as the contact's first name for added personalisation. Hover over the tag you want, click Copy and paste into your subject line:
   
   
    

   Sending an email to multiple contacts with the same email address? Any personalisation tags will display details of the contact you've had the most recent activity with. 

5. Add pre-header text. This is the text recipients may see in their inbox before they open the email. Leave it blank and users will see the first few words in your email.
6. Review the recipients:
   
   
    
7. Review the links in the email, to make sure they're going to the right place:
   
   
    
8. Add attachments, such as a PDF: click Attach file or drag and drop files from your computer. You can attach images, PDF, Word, Excel and CSV files (maximum combined total of 25MB)
   
   
    
9. Choose to send or schedule your email:
   
   

4. Scheduling emails

When you click Schedule send, click in the date and time fields to choose when to send the email. You can change this any time up until two minutes before the scheduled time:

Finding email campaigns

You can always return to emails that are drafted, scheduled or sent. 

1. Click Marketing→ Email campaigns:
   
   
    
2. Click the dropdown next to My email campaigns or switch between the All, Sent, Scheduled and Draft tabs: 
   
   
    
3. Sort by columns with arrows:
   
   
4. You can also use the search bar and filters to find your email campaign:
   
   
    
5. Customise the columns shown for the list:
   
   
6. To re-use or adapt a sent email (instead of starting from scratch) click the copy icon: