The UpMail + Salesforce integration creates a streamlined process for importing contacts from Salesforce directly to UpMail and sending personalized, one-to-one emails to those contacts.
Utilizing this integration can greatly enhance your proactive email outreach and follow-up initiatives. The key areas where this integration can be leveraged include prospecting, nurturing (for previous bookings or inquiries), following up after trade shows or events or invitations. Let's explore some best practices for maximizing engagement and efficiency with this integration.
Customized Contact Views
Starting in Salesforce, users can create customized contact views or lists based on specific criteria. Whether it's categorizing contacts by industry, geographic location, or any other defining factor, Salesforce's robust capabilities enable users to segment their audience with precision. These segmented lists can then be seamlessly imported into UpMail, ensuring that the right message reaches the right audience.
It's important to note that the UpMail for Business Development package allows you to send emails to a maximum of 200 recipients at a time.
Seamless Contact Importation
One of the standout features of the UpMail + Salesforce integration is its ability to effortlessly import contacts from Salesforce into UpMail. This eliminates the need for manual data entry, saving valuable time and ensuring data accuracy. Whether it's a handful of contacts or an entire list, once you have your list ready to go, select the ‘Send UpMail’ option within the Salesforce interface. This action directs you to your UpMail platform, where you can choose the appropriate email template for communicating with these contacts.
Once the contacts have been imported you will be able to access the contact list again in ‘My Groups’. This will allow you to send subsequent emails to this group without having to import the contacts again.
Personalization
When you send an email to a group of contacts through UpMail, each recipient receives it as a personalized one-to-one communication. By incorporating Standard Recipient Merge Fields into your email, these fields dynamically fill with the individual contact's data, enhancing the personalization of your message. These merge fields encompass details such as first name, last name, company name, job title, and title (Mr./Ms./Mrs.).
This approach enables you to efficiently send a single email to multiple recipients, thereby saving considerable time, all while maintaining a personal touch in your correspondence. Notably, these merge fields seamlessly populate when utilizing the Salesforce integration, further streamlining your outreach efforts.
> Click here to learn more about adding merge fields to an UpMail template
If you’re not sure where to start when it comes to creating your email templates, our Template Gallery offers a variety of templates tailored to various business development activities, including prospecting, nurturing, follow-ups, and invitations. Simply click on ‘Create a Template’ to explore the gallery.
Email Tracking & Engagement
Tracking the effectiveness of emails is crucial for optimizing outreach strategies and maximizing ROI. The UpMail + Salesforce integration provides users with comprehensive insights into email engagement metrics, including open rates, click-through rates, and subject line effectiveness.
> Click here to learn more about using UpMail reporting to optimize your prospecting emails
Activity Logging
By BCCing your Salesforce email address, every email sent through UpMail creates an activity under that contact within Salesforce. This allows users to maintain a centralized record of communications.
> Click here to learn how to find your Salesforce BCC email address
The integration between UpMail and Salesforce offers a seamless solution for personalized email outreach. By leveraging Standard Recipient Merge Fields, users can efficiently send individualized messages to multiple contacts, saving time without sacrificing personalization. Whether prospecting, nurturing existing relationships, or following up after events, this integration enhances engagement and efficiency, ultimately driving stronger connections and better outcomes.
> Click here to access the step-by-step guideline on how to use the UpMail + SalesForce Integration