Marketing
Take marketing to the next level with email campaigns, landing pages and account-based advertising.
Tip!-
Frequently Asked Questions
- How do I include/exclude assigned leads?
- How do I segment all contacts who have filled out any form?
- What happens when you make a segment inactive?
- Q: Who can edit a scheduled email campaign?
- Q: Where does the email types come from?
- Q: How do I add a new contact to an active flow?
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Leads
- The Leads list
- How to use the customer journey
- How to assign users to companies
- Marketing Board: Overview
- About the Upsales Marketing Score System
- Leadscoring: How to score emails
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Website visitors
- How to set up the website tracking script (including Google Tag Manager)
- 2 types of tracking cookies used by Upsales
- How to view website visitors
- Leadscoring: How to score website visits
- How to exclude companies from website visitor analytics
- How to install the website tracking script on your WordPress website
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Forms & Landing pages
- Q: Why are my form submits being added to the wrong company?
- Leads that became first appointment-widget
- How to use your own font in Upsales landing pages
- How form submissions are matched in Upsales
- Can I use custom scripts for forms?
- How to create a form
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Segments
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Flows
- Q: Are trigger emails in a flow sent immediately when a contact matches the trigger criteria?
- Q: Can a contact go through the same flow more than one time?
- How to create a Flow
- How to edit a Flow
- How to activate and pause a Flow
- How to view Flow statistics & performance
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Email & Email campaigns
- Email campaigns: Warning when overworking contacts
- How to export email campaign data
- Q: How do I choose the language on an email campaign unsubscribe page?
- Q: Do tags work in test emails?
- Can I use custom fonts in emails?
- Why aren't my emails being delivered?
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Templates
- Q: Can I use emojis in Upsales?
- Image bank
- Introduction to working with templates
- How to create a new email template
- Available tags in emails
- How to preview your email template
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Advertising
- Q: What does "retargeting" target in your advertising?
- Banner dimensions & best practices
- What are partially identified impressions in Account-Based Marketing?
- Why doesn't my website visitor data match?
- Advertising overview
- How to create an advertising campaign
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Events
- Q: Can I use a landing page that I previously created for an Upsales event?
- How to create an event
- Planning your event: Resources
- What happens when you launch an event
- How to manage event guests
- Event marketing: How to use check-in mode