Having more than one brand creates all kinds of issues when it comes to Marketing Automation (MA) and the only solution, up until now, has been to buy several MA-platforms with complex integrations that really never work. Upsales Brands allows you to use one CRM and MA-platform across all of your company’s profile. This enables you to reach your brand-specific target audiences without mixing lead scores, conversions, or GDPR-data.
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To get a bit more technical, your brands share one Upsales account but each brand has individual lead management such as separate company profiles, emails, forms & landing pages, targeted advertising, and website tracking while still having the benefit of shared sales data, apps, and settings. |
This article contains:
- How to enable Brands
- How to set up Brands in your account
- How to switch between Brands
- Features & data separated per Brand
- Features & data shared between Brands
How to enable this feature
Available for all Upsales plans, please contact Upsales Customer Support for pricing and more information.
support@upsales.com | +46(0)8 505 806 01
How to set up Brands in your account
- Contact Upsales to enable the feature for your account before proceeding with the next steps. Once activated:
- Head into Settings (click the cog icon in the top right corner of Upsales)
- In the left side menu, scroll down to the Marketing section and click to open it
- Click the Brands-section
- Add a new brand and set which user roles that should have access to that brand.
Brand permissions
Roles added to the brand will determine which users belong to which brand. If a user is added to both, they can switch between the brands.
Deactivating a Brand
Inside the Brand settings, you'll find a toggle for each Brand named "Active". Disabling this will restrict the users from switching to that Brand. If a user isn't added to any active Brand they will not be able to log in to your Upsales account.
How to switch between Brands
When the feature is active for your Upsales account a toggle in the top right corner of the Upsales menu will appear. Click and select a Brand and Upsales simply switches the data, no logout/log in required.
Features & data separated per Brand:
The below features can be configured individually for each Brand.
Marketing score
If a contact fills out a form in Brand A and that form is set to generate 10p for a form submits, that score will not be shown in Brand B. So the same contact might have different scores depending on which Brand you are viewing. The same goes for email campaigns, advertising, website visits, and landing pages.
The default scores for opening emails, filling out forms, and visiting websites are shared between Brands but these can be corrected inside every marketing entity you create.
Company profile
Design individual company profiles for each Brand with logos, colors, etc.
Website visits
Each brand can track their website visitors separately meaning the visits logged to one Brand will only be visible when viewing that specific Brand.
This is done by adding different website tracking scripts to your pages for the Brand you which to log the visits for. When the Brands feature is active a unique tracking script is generated inside the Settings of Upsales for each brand, it looks like this:
A small change in the script is the addition of /v_2.js at the end of the script which indicates which brand it should place the visits on. Your original brand will have /v_1.js and the additional ones created will receive higher numbers.
How to find your visit tracking scripts:
- Enter Settings inside Upsales
- In the left sidebar, click the Marketing section
- Click the Website visits section
- Copy script
- Copy onto the pages you'd like to track for that Brand.
Blacklisted companies
Companies you don't want to receive any marketing score anymore can be placed on this list, and the list is individual to each Brand.
Opt-in & terms
Terms are used for Upsales Forms which enable you to track contacts that have accepted your terms.
Email campaigns
Email campaigns created and sent in one Brand will not be visible inside the other Brands.
Email templates
Separate for each Brand.
Forms & Landing pages
Separated for each Brand.
Leads list
Companies and contacts are sorted by score in this list and since that is individually tracked in each Brands, your leads list will show different companies and contact with different scoring.
Segments & flows
Separate your contacts into different segments depending on their behavior and data. Build pre-defined flows, like email drips and other automated actions. This is set individually per Brand.
Advertising
Each Brand can launch individual advertising campaigns as well as banners.
Events
Each Brand can launch individual Events.
User notification and reminders
This is a user-based setting that lets you determine what Upsales should notify and remind you of. With Brands active, you can adjust these settings per Brand. Want notifications for a certain page for a certain Brand, no problem.
Working with reminders & notifications
Features & data shared between Brands:
Features not affected by Brands should be handled by user role permissions which are better suited for those cases.
Companies and contacts
Your companies and contacts are shared amongst your Brands although their marketing score along with form submits, email campaigns, and website visits are separated by Brand.
Journey status
Journey is a status applied to companies and contacts indicating where in the sales process they currently are. This status is shared between Brands.
An extract of the features and data shared amongst your Brands:
- Default email-sender profile
- Custom domains for landing pages
- Email domains
- Email signatures
- Insights and Insights dashboard access
- Installed apps
- All sales related entities and their corresponding settings:
- Activities
- Appointments
- Opportunities
- Orders & Subscriptions
- Shared views
- Data imports
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