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UpMail Resource Library

Here, you'll find best practices, tips, and tricks to leverage UpMail for Business Development and Closing Deals. From effective prospecting strategies and crafting compelling proposals to streamlining your contract workflow and leveraging our integrations, we've got you covered.

Workflows

  • Copying Over an Existing Template
  • Replying to Emails in Your Inbox with UpMail Emails
  • Setting Up Automated Reminders to Streamline Follow-ups

UpMail for Business Development

  • Leveraging UpMail for Business Development Activities
  • Strategies for Hotel Sales Prospecting
  • Crafting Effective Prospecting Emails
  • Leveraging the UpMail + SalesForce Integration
  • Creating Templates for the Event Lifecycle: Invitations to Follow-ups
  • Using UpMail Reporting to Optimize your Prospecting Emails

UpMail for Closing Deals

  • Crafting Compelling Hotel Proposals
  • How to Add Personal Touches to your Proposals
  • Using UpMail to Streamline Contract Delivery

Email Templates & Content

  • A Guide to Different Types of UpMail Templates
  • Incorporating Branding & Design Elements to UpMail Email Templates
  • Supporting Content (Docs/Links) Best Practices

General

  • Helpful UpMail Blogs & Webinars
  • Strategies for Boosting UpMail Adoption
  • Corporate Template Gallery: Best Practices and Use Cases
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