My favorite features in Upsales are segmentation and filtering. I like the speed of filtering and segmenting and that you get an instant result. I also like that you can save filtering as views, which means that you don't have to recreate a filter multiple times.
What is Upsale's biggest strength?
I think the biggest strength of Upsales is its ease of use, it's easy to understand, it's easy to navigate and it's easy to do the right thing.
Which feature of Upsales is not to be missed?
Don't miss out on using Upsales' own event feature.
What is the difference between triggers and flows?
One difference is that triggers react to changes in a contact or company card, while flows trigger based on a segment. Another difference is that in flows you can build different branches based on the contact's behavior, while in triggers you can choose one or more actions, but you can't do that in branches. This means, in my opinion, that flows are better suited for creating communication flows while triggers are better suited for managing operational processes and making changes to contact and company cards.
How does the scoring work in Upsales?
Under settings you will find a scoring model, here you can set points on each page on your website, as well as set points for email open, email click and unsubscribe. Under forms, you will find complete actions where you can set different scores on different forms.
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