segments & flows

The foundation for intelligent marketing automation

Automatically split your audience into groups depending on behaviour and data. Use flows to customize every step of your buying journey.

segments

Segments that always are up to date

Automatically build segments by using the combined sales and marketing data of Upsales. Communicate the right content, to the right contacts, at the right time. Add and remove contacts dynamically depending on their information.

Read the support article about Segments

Including criteria

The filters you apply imports contacts to your segment over time. So whenever a contact matches the criteria they are added to the segment

Excluding criteria

These are the reversed option from the including criteria. That means that all contacts that match the criteria will be removed from the segment. The excluding criteria have higher priority than the included ones.

flows

Flows automate steps for contacts depending on their behavior

Define steps for all contacts in your segment with flows. Trigger actions depending on their behavior and nurture your leads to score higher. Make cold leads hot! When you've got their attention set automated triggers to notify your sales team that it's time to make contact.

 Read the support article about Flows

Actions

Actions are thing's that Upsales performs, like sending emails or updating contact/company information for the contacts that reach the step.

Behavior

These are interactions your contacts do like opening emails, clicking links in emails or filling out forms. Behaviors split your flow into two paths.

Snooze

Determine how long your flow should wait before determining the outcome of an action.

Nurture leads by automatically adding them to your ABM campaigns

Simultaneously nurture leads by automatically adding them to an IP-targeted advertising campaign. In this way, we make sure your message reaches only the right companies and will be touched in multiple channels.