Articles in this section
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Q: Can I make a flow start over again?
A: Yes. Edit the flow (an active flow is paused first with Pause and edit) and click the end poin...
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Q: Can I use existing forms when I create a new landing page?
A: The Form element in the landing page editor always creates a new form for that landing page. I...
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Q: Why isn't my form visible to website visitors?
A: If you have cookies on your website and the visitors don't accept them, the form won't be visi...
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Q: If an unidentified website visit becomes identified, will it change to identified in the history?
A: If you have an unidentified website visit that becomes identified by, for example, a contact t...
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Q: How do I duplicate an email template?
A: Go to Marketing → Templates and click the template. Go to 2 Settings in the template and click...
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Q: How do we add another sender address to our email campaign?
A: If you want to use a sender that isn't one of your users there are two ways to do it. Either w...
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Q: Can we translate our forms automatically?
A: Unfortunately there is no functionality for automatically translating forms. So if you, for ex...
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Q: Do email bounces count towards the next tier?
A: Yes, all emails that you will try to send will be counted towards the next tier.
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Q: Why can I not see lead source under form submits?
The lead source of a form submit comes from the website visit in which the form was submitted. If...
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Q: A contact wants to receive our mail campaigns again after unsubscribing. How can I resubscribe the person?
A: If the contact card shows Unsubscribed from email marketing, a user with Administrator or Mark...
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How do I include/exclude assigned leads?
To exclude companies who already have a lead assigned in a segment: Open the segment and under Ex...
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How to segment all contacts who have filled out any form
Explore guidance when using forms created in Upsales. Go to Marketing → Segments & flows and open...
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What happens when you make a segment inactive?
Inactive segments are hidden in the default view of the Segments list, My active segments. To see...
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Q: Who can edit a scheduled email campaign?
A: The user that created the email campaign.
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Q: How do I choose the language on an email campaign unsubscribe page?
A: Click Settings → Marketing → Email settings → Unsubscribe lists:
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Q: Do tags work in test emails?
A: No, tags in emails do not work in test emails.
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Q: Where does the email types come from?
A: They are connected to the unsubscribe lists. For every active unsubscribe list you have, you w...
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Q: How do I add a new contact to an active flow?
A: You add the contact to the segment that's connected to the flow. See Q: Can I add contacts to ...
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Q: How should the Google Tag Manager script be inserted?
A: When tracking forms and events, use the format below when inserting the script in the "Custom ...
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Q: Do automated emails from events count towards the next tier of Marketing Automation?
A: Yes they do. Emails sent from an event are sent as email campaigns, so every contact who recei...
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Q: Can I create custom website bundles when using Account-Based Marketing?
A: Yes, please contact Upsales support
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Q: What happens to mass emails when you have two account managers, and use the account manager tag as the sender?
A: It will choose the account-manager with the lowest ID.
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Q: How many characters can a form field with the type "textarea" contain?
A: The form field can contain up to 512 characters
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Q: What does "Last score update" mean in segments/journeys?
This means the last or most recent time a score has been updated. Only marketing activities that ...
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Can I use custom fonts with forms and landing pages?
Yes, there are two ways to use custom fonts with forms and landing pages. Custom fonts can only b...
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How can I assign a lead, even though it already has a Journey status assigned?
A lead gets the Assigned Journey status when it is assigned to a user. You can assign a lead agai...
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How should I use Journey statuses with segments?
With your Journey statuses configured, it's very easy to create segments based on where in the fu...
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What's the difference between a lead and an MQL?
A lead is a company or contact with the journey status Lead. Upsales applies this status automati...
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How can I send an email to all contacts who have submitted a form?
You can create a segment that includes contacts who have submitted a form, including a date range...
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How can I avoid sending newsletters to email addresses that have bounced?
When setting up the segment you will use for the email campaign for the newsletter, exclude conta...
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