VutesaAutomation
Journeys, reminders and scheduled activities keep follow-up moving without a spreadsheet of who to call.
Journeys: timed follow-up from CRM triggers
Choose a trigger, then build a flow of up to 50 steps with sends, waits, branches and actions. Waits run from minutes to a year, or until a weekday and time.
- Triggers: joins an audience, label added, stage change, campaign opened, link clicked, yearly anniversary
- Steps: send, wait, wait until, branch, action, end
- Re-entry once, or again after a number of days
- Start from a recipe: welcome series, re-engage, opened but did not click, anniversary
Branch on what people did
Branch on whether they opened or clicked the previous email, or on any audience rule. The yes and no paths can send different emails and take different actions.
- Opened or clicked the previous email
- Matches conditions, or both
- Up to 6 levels of branching
Actions that change the CRM
A Journey can add or remove a label, move the lead stage, notify you, or unsubscribe the person. Labels and stages then drive audiences and other Journeys.
- Add or remove a label
- Move the lead stage
- Notify me
- Unsubscribe them
Safe by design
Test run the whole flow before it goes live. People already in a Journey stay on the version they started, so edits never change live behavior. Each step sends once per person.
- Test run with a simulated timeline
- Immutable versions for live people
- One send per person per step
- Opt-outs always respected
Confirmations and reminders
Bookings and event registrations send confirmations to hosts, registrants and guests. Meeting and event reminders go out ahead of the start time without you doing anything.
- Booking confirmations and recaps
- Event confirmations with the QR pass on Starter and above
- Reminders included on every plan
Activities and Vutesa
Schedule a call, email, meeting, task or travel against a lead, and see it on the CRM Calendar. Vutesa drafts messages from the person's history and you review them before they go.
- Pending activities list
- Notes and Reminders
- Draft follow-up from history
How it works
Pick a trigger
A stage change, a label, an open, a click or an anniversary.
Build the flow
Send, wait, branch, act.
Test run
Watch the simulated path before going live.
Go live
People enter automatically and the CRM updates as they move.
What's included
Journeys
Flows with sends, waits, branches and actions.
Recipes
Welcome, re-engage, nudge and anniversary starters.
Test run
Simulate before you launch.
Reminders
Meetings and events, automatic.
Activities
Calls, meetings and tasks on the calendar.
Vutesa drafting
First drafts from the person's history.
How Upward is different
Frequently asked questions
What can start a Journey?
Someone joining an audience, a label being added, a lead moving to a stage, a campaign being opened or a link clicked, or a yearly anniversary.
Can I test it first?
Yes. Test run shows how a person would move through the flow.
What if I edit a live Journey?
People already inside stay on the version they started. New people use the new version.
Can a Journey unsubscribe someone?
Yes, as an action. Opt-outs are always respected by sends.
Does Vutesa send messages by itself?
No. Vutesa drafts and you review. Journeys send only the campaigns you chose.
Related
Email Marketing
Campaigns that go to the right people, because the audience comes from your live CRM and every open and click comes back to the person.
Dynamic Audiences
A static list is a snapshot of who someone was. A Dynamic Audience is a rule that finds who they are right now.
CRM
A CRM that fills itself from every touchpoint. Leads, contacts and companies, a pipeline you can shape, and one timeline per person.
Scheduling
Let people book you from your Bio/Profile Page, a direct link or a chat, with availability you control and a CRM lead for every booking.
Email & SMS
Send email from your own mailbox and text from a dedicated business number, with every message logged on the right person.
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