VutesaDynamic Audiences That Update Themselves
A static list is a snapshot of who someone was. A Dynamic Audience is a rule that finds who they are right now.
Rules you can read
Audiences are a tree of groups. Each group is ALL, ANY or NONE of its conditions, and groups nest. The result reads back in plain English before you save.
- Choose lead, contact, company or team member records
- Searchable pick-lists for stages, labels and campaigns
- Domain, date and number values are validated as you type
Fields that matter to selling
Filter on pipeline stage, deal value, lead source, status, labels, referred by, industry, title, company, email domain, phone on file, and dates added or updated.
- People: record type, name, company, industry, title
- Deals: lead stage, status, deal value
- Contact info: has phone, email domain
- Dates: added or last updated
Location and radius
Pick country, state or city, or choose Within X miles of a ZIP, postal code or city to reach people near an event, office or territory. Lookups are cached to respect map service limits.
- City, region and country lists from your own data
- Distance from an address
- Best for open houses, local events and field teams
Engagement as a rule
Target people who opened or clicked any or chosen campaigns, received but did not open, booked a meeting, or have an upcoming meeting.
- Opened, clicked, or received but did not open
- Optionally match part of a link
- Booked any or chosen meeting types
Ask Vutesa to build it
Describe who you want in plain language. Vutesa proposes a rule tree and shows a preview. Nothing is saved or sent until you press Apply, and model output is checked against the allowed fields first.
- Paid eligibility checked on every call
- Preview count before you apply
- Edit the proposal like any other audience
Used everywhere it matters
The same audience powers campaigns and Journeys. Counts beyond 100,000 show as at least, so large teams still get a fast answer.
- Campaign audiences
- Journey entry rules and branches
- Team members each build from their own records
How it works
Choose the records
Leads, contacts, companies or team members.
Add conditions
Group with ALL, ANY or NONE and read the summary.
Preview
See who matches before you save.
Use it
Attach it to a campaign or a Journey.
What's included
Nested rule groups
ALL, ANY and NONE, as deep as you need.
Pipeline-aware
Stage, status and deal value.
Radius
Within X miles of a ZIP, postal code or city.
Engagement
Opened, clicked, ignored, booked, upcoming meeting.
Opt-out safe
Opt-outs and excluded emails are always removed.
Vutesa-assisted
Plain-language builder that you approve.
How Upward is different
Frequently asked questions
What is the difference between a Dynamic Audience and a static list?
A static list is fixed when you create it. A Dynamic Audience recalculates from live CRM data at send time.
Do I need to re-import contacts before each campaign?
No. Audiences read your CRM directly.
Can I target contacts near an event?
Yes. The radius rule selects people within a distance of any address.
Are unsubscribed people ever included?
No. Opted-out people and excluded emails are removed on the server every time.
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.
Automation
Journeys, reminders and scheduled activities keep follow-up moving without a spreadsheet of who to call.
CRM
A CRM that fills itself from every touchpoint. Leads, contacts and companies, a pipeline you can shape, and one timeline per person.
Geo-Targeted Email
Reach leads and contacts by country, state, city or radius around an address.
Have a question about Dynamic Audiences?
Ask Vutesa, Upward's AI assistant — answers draw on this page's content.
Ready to turn every conversation into growth?
Start free, then replicate your system across your whole team.