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USE CASE

Send Targeted Newsletters

Send the right message to the right people, from audiences built on live CRM data.

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Diagram of one company template replicated into personalized member pages
WHAT IT ISA targeted newsletter goes only to people who match a rule, such as everyone in the Proposal stage, within 25 miles of an event, who opened last month's email. In Upward you save that as a Dynamic Audience, build the campaign in a guided wizard with a compliance check, and see results per person.

Examples

Invite customers within 20 miles to an open house. Send a case study to everyone in Proposal. Re-engage people who received but did not open the last two campaigns.

  • Within X miles plus label Customer
  • Lead stage Proposal
  • Received but did not open

Who it's for

Local businesses and event hosts
Teams with segments by stage or product
Creators with a growing list

How it works

Define the audience

Stage, labels, source, location or engagement, or ask Vutesa to build it.

Preview who matches

Check the count and the readable summary.

Design the campaign

Quick Sections or blank, with subject and From name.

Pass the check

Add your company name and mailing address for the footer.

Send and read results

Schedule it, then see opens and clicks per person.

What's included

Dynamic Audiences

ALL, ANY and NONE rule groups.

Geo-radius

Within X miles of an address.

Compliance gate

Footer, address and unsubscribe verified.

Person-level results

Opens and clicks on the record.

Frequently asked questions

Do I need to export a list?

No. Audiences read the CRM at send time.

Can I schedule?

Yes, once the compliance check passes.

Can I send from my own address?

Yes. Connect Gmail, Outlook, Microsoft 365 or SMTP.

Can I see who clicked?

Yes, per person.

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.

Geo-Targeted Email

Reach leads and contacts by country, state, city or radius around an address.

Email & SMS

Send email from your own mailbox and text from a dedicated business number, with every message logged on the right person.

Have a question about Send Targeted Newsletters?

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.

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