Upsales Brands enables you to use one CRM and MA platform across all of your company’s profiles. Reach brand-specific target audiences without mixing lead scores, conversions, or data. Manage multiple automations without complex integrations.
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Your brands share one Upsales account. Each brand has individual lead management. For example, separate company profiles, emails, forms & landing pages, targeted advertising, and website tracking. You retain 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 Brands
Available for all Upsales plans. The Billing administrator can activate it by:
- Clicking Settings → Billing
- Select the Add-ons tab:
- Find Brand in the list and click on Add to plan
- Accept terms, and activate the add-on
- Exit Upsales and login again.
- Get started with Brands!
How to set up Brands in your account
- Activate Brands in your billing setting.
- Click Settings → Marketing
- Click Brands
- Add a new brand and set which user roles that should have access to that brand.
Brand permissions
Users can only access the brands they're assigned to.
Add a user to more than one brand and they can switch between brands.
Deactivating a Brand
Inside the Brand settings, you'll find a toggle for each Brand named "Active".
Switch off to restrict users from switching to that Brand.
Users not added to an active Brand can't login 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
Imagine a contact fills out a form in Brand A. The form generates 10p for every completion. The score will not be shown in Brand B, even if the contact has filled out a form in Brand B.
This means the contact can have different scores depending on which Brand you are viewing.
Default scores for opening emails, filling out forms, and visiting websites are shared between Brands. You can update these inside every marketing entity you create.
Company profile
Design individual company profiles for each Brand with logos, colours, etc.
Website visits
Each brand can track its website visitors separately. This means 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.
When the Brands feature is active, a unique tracking script is generated. This is found inside the Settings of Upsales for each brand:
A small change in the script is the addition of /v_2.js at the end. This tells you 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:
- Click Settings → Marketing → Website visits
- Copy script
- Copy onto the pages you'd like to track for that Brand.
Blocklisted companies
Got companies you don't want to receive marketing scores for? Put them here. 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 arent visible inside other Brands.
Email templates
Separate for each Brand.
Forms & landing pages
Separate for each Brand.
Leads list
Companies and contacts are sorted by score in this list.
Score are tracked in each Brand, so your leads list will show different companies and contacts with different scoring.
Segments & flows
Segment your contacts based on behaviour and data.
Build pre-defined flows, such as emails and automated actions. These are 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
Use to choose Upsales notification and reminder types.
With Brands active, you can adjust these settings per Brand, with notifications for certain pages for certain Brands.
Working with reminders & notifications
Features & data shared between Brands:
Features not affected by Brands should be handled by user role permissions.
Companies and contacts
Your companies and contacts are shared amongst your Brands. Their marketing scores along with form submits, email campaigns, and website visits are separated by Brand.
Journey status
The 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 related settings:
- Activities
- Appointments
- Opportunities
- Orders & Subscriptions
- Shared views
- Data imports