CRM-Powered Email Marketing That Knows Your Audience
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.
A campaign wizard that keeps you compliant
Pick who it goes to, design the email, then review and send. Before a campaign can be scheduled or sent, Upward checks for a subject, content, an audience, a From name, your company name and a physical mailing address in the footer, and unsubscribe wording. The opt-out link is added for you.
- Test send to yourself first
- Review with a mailbox-style preview
- Schedule for later or send now
- Opted-out people are always removed
Design without starting from scratch
Start from Quick Sections or a blank page and edit in the Email Content Creator, where sections become real rows and blocks you can change one by one. Add images and video links, and let Vutesa suggest topics, subject lines and copy.
- Quick Sections you can reorder
- Per-campaign signature option
- Vutesa writing help on the campaign
- Videos become linked images and buttons
Dynamic Audiences, not exported lists
An audience is a saved set of rules that recalculates when you send. Combine groups with ALL, ANY and NONE logic across leads, contacts, companies and team members.
- Pipeline stage and deal value
- Labels, source, status and referred by
- Country, state, city and radius around an address
- Opened, clicked or ignored a past campaign
Journeys for timed follow-up
Journeys start from a trigger such as someone joining an audience, a label being added, a lead moving stage, an email being opened or clicked, or a yearly anniversary. Add sends, waits, branches on whether they opened, and CRM actions.
- Welcome series, re-engage and anniversary recipes
- Actions: add or remove a label, move the stage, notify you, unsubscribe
- Test run before it goes live
- Live people stay on the version they started
Results per person
See delivered, opened, clicked, bounced and unsubscribed, and open the people behind the numbers. A click is written to the person's timeline, so the next call knows what they read.
- Open and click per recipient
- Unsubscribes and complaints tracked
- Tracked links inside emails
- Audiences can target openers and non-openers
Send from your own address
Connect Gmail, Outlook, Microsoft 365 or custom SMTP, including SendGrid, so mail goes from an address people recognize and replies come back to Upward.
- Personal signature added
- Sync now or pause
- Company email domain setup for owners
How it works
Build the audience
Save rules from your CRM, or ask Vutesa to build them in plain language.
Write the campaign
Subject, sections and footer, with a test send.
Send or schedule
The compliance check runs first.
Follow up
Use opens and clicks to trigger journeys and calls.
What's included
Dynamic Audiences
Saved rules that recalculate when you send.
Compliance gate
Footer, address and unsubscribe checked before sending.
Journeys
Triggers, waits, branches and CRM actions.
Geo-radius targeting
Reach people within a distance of an address.
Person-level analytics
Know who opened and clicked.
Your own mailbox
Gmail, Outlook, Microsoft 365 or SMTP.
How Upward is different
Explore Email Marketing
Newsletters
Branded newsletters written with Vutesa and sent to live CRM audiences.
Email Segmentation
Segment by any CRM field: labels, source, stage, status, deal value, dates and geography.
CRM Email Marketing
Email marketing that lives inside your CRM, so every open and click updates the record.
Geo-Targeted Email
Reach leads and contacts by country, state, city or radius around an address.
Email Campaigns
Plan, create, send and measure campaigns connected to your pipeline.
Email Analytics
Sent, delivered, opens, unique opens, clicks, bounces, unsubscribes and complaints — per person.
Frequently asked questions
Can I send by pipeline stage?
Yes. Lead stage is an audience rule, and so is deal value.
Can I target people near an event?
Yes. Use Within X miles with a ZIP or postal code or a city.
Do campaigns include an unsubscribe link?
Yes, always. Opted-out people are removed from every audience on the server.
Can I automate follow-up emails?
Yes, with Journeys. They run from CRM triggers and branch on opens and clicks.
Who can use Build with Vutesa for audiences?
It checks paid eligibility on every call, and nothing is saved until you press Apply.
Related
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.
Automation
Journeys, reminders and scheduled activities keep follow-up moving without a spreadsheet of who to call.
Email & SMS
Send email from your own mailbox and text from a dedicated business number, with every message logged on the right person.
CRM
A CRM that fills itself from every touchpoint. Leads, contacts and companies, a pipeline you can shape, and one timeline per person.
Newsletters
Branded newsletters written with Vutesa and sent to live CRM audiences.
Upward vs Mailchimp
Mailchimp is email marketing with audiences. Upward builds audiences directly from live CRM data.
Have a question about Email Marketing?
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