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ANSWERS

What is a dynamic email audience?

A dynamic email audience is a group of recipients defined by rules instead of a fixed list.

WHAT IT ISA dynamic email audience is a group of recipients defined by rules, not a fixed list. Whenever you send, it recalculates from current data, for example every lead in the Proposal stage within 25 miles of an event. In Upward, Dynamic Audiences use live CRM fields such as labels, source, stage, deal value, location and past engagement.

How it works

You save the rules that describe who should receive a message. The software evaluates them against current records at send time, so membership changes as your data changes.

Example

The rules stage is Proposal and label is Solar include a lead the day they move into Proposal and drop them once they close.

How Upward addresses it

Rules nest in ALL, ANY and NONE groups, read back in plain English, and can be built from a plain-language request to Vutesa that you approve. Opt-outs and excluded emails are removed on the server every time.

Frequently asked questions

What is a dynamic email audience?

A dynamic email audience is a group of recipients defined by rules, not a fixed list. Whenever you send, it recalculates from current data, for example every lead in the Proposal stage within 25 miles of an event. In Upward, Dynamic Audiences use live CRM fields such as labels, source, stage, deal value, location and past engagement.

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