Marketing
Take marketing to the next level with email campaigns, landing pages and account based advertising.
Tip!-
FAQ: Marketing
- Q: Can you 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?
- Q: How does the "Latest score update" work in segments / Journey?
- Can I use custom fonts with forms and landing pages?
- How can I assign a lead, even though it already has a Journey status assigned?
-
Leads
- The Leads list
- Working with the customer journey
- Assigning users to companies
- The Marketing Board
- About the Upsales Marketing Score System
- How to segment your lead source using UTM tags
-
Website visitors
- How to set up the website tracking script (including Google Tag Manager)
- 2 types of tracking cookies used by Upsales
- Viewing website visitors
- Scoring website pages to generate a marketing score
- Exclude companies from website visitors
- How to install the website tracking script to your WordPress website
-
Forms & Landing pages
- Q: Why does my form submit get’s added to another company instead the company they wrote in the form?
- Q: How many characters can a form-field with the type "textarea" contain?
- Leads that became first appointment-widget
- How to use your own font in Upsales landing pages
- How are form submissions are matched in Upsales?
- Using custom scripts for forms
-
Segments
-
Flows
- Q: Is emails from a flow being sent directly when a contact is added to a stage with a send email action?
- Q: Can a contact go through the same flow more than one time?
- Flows overview
- How to create a new Flow
- How to edit a Flow
- How to activate and pause a Flow
-
Email & Email campaigns
- Q: What is affecting the language when unsubscribing from a email campaign?
- Q: Do tags work in test emails?
- Can I use custom fonts in emails?
- Q: What happens to mass emails when you have two account managers, and use the account manager tag as the sender?
- Why aren't my emails being delivered?
- How to send emails to leads or customers
-
Templates
- Q: Can I use emojis in Upsales?
- Image bank
- Introduction to working with templates
- Creating a new template
- Available tags in emails
- Preview your Email Template in Different Device/Screen Sizes
-
Advertising
- Q: What affects the bidding price when advertising?
- Q: Can i create custom website bundle when using Account based marketing?
- Banner dimensions & best practices
- Partially identified impressions in advertising
- Difference in website visits from ads
- Advertising overview
-
Events
- Planning events
- Q: Can i use a landing page that i created earlier in an Upsales Event?
- Q: How should the script from Google tag manager be inserted?
- Q: Do automated emails from events count towards the next level of Marketing automation?
- Creating a new event
- Planning your event: Resources