Frequently IT related Asked Questions (FAQ)

What is UpMail?

A cloud-based (SAAS) sales enablement platform tailored for content-driven hotel sales teams to digitalize and structure their email sales communications for an optimal customer buying experience.

The platform empowers hotel sales teams to gain efficiency and differentiate their hotels by incorporating enriched customized digital content into their email sales communication using a powerful recommendation engine technology.

What is sales enablement?

Sales enablement is the process of providing a sales team the resources needed to close more deals. These resources may include tools, content, knowledge, and information to enable the sale of your product or service to your customers.

Who is UpMail for?

Any hotel and hotel group sales teams engaged in one-to-one selling. UpMail can be configured to optimize the flow and structure of sales communications for above property, on-property or cluster sales teams. We have products and features for hotel groups and single hotels.

What does UpMail do?

Provides a platform for teams to access approved communications that are on-brand, on message and specific to the business objective, be that prospecting for new business, nurturing customer relationships or closing deals.



How does it work?

UpMail can be accessed directly into either your Outlook, Gmail, CRM or Sales and Catering system accessed through a simple plug-in. Emails are sent and received directly from your email account. Each branded template allows the sharing of digital content; Think videos, GIFs, pictures, PDF’s, weblinks, electronic signature, etc.

Is UpMail a CRM?

No. UpMail is a perfect complement to your CRM.

UpMail is an extension to your email allowing teams to easily access relevant customer-centric communications that enable workflow efficiencies. You can find more information on our integration with Salesforce

Can UpMail plug into my CRM?

Yes, we currently have an integration with Salesforce and we’re planning the integration with other CRM systems. Please get in touch to find out more about the integration options.

Is UpMail an Email Marketing platform

No. UpMail is for one to one sales communications.

UpMail does offer the functionality to dispatch emails automatically to small groups of recipients as sales teams have these requirements from time to time for example when prospecting, sending invitations to an event or after a trade show. Ultimately UpMail is for one to one sales communications and it’s restricted to 200 recipients per day.

Can I send emails to more than one person at a time?

Yes. UpMail allows you to automate the dispatch of personalized emails to up to 200 recipients a day.

What kind of media rich content can I include in my email?

You can share any type of digital content in your UpMail template. Text and images display directly within the body of the email, while any other file format (videos, PDF, web links, etc.) are shared in the emails via links (cloud-based technology).

This allows users to share multiple large documents in the same email with no problems!

All the images are also automatically resized and optimized for email.

Can I track my customer engagement?

Yes. Every email that is sent is tracked allowing you to see when your customer opens it, and what they look at within your email, including any e-signature or payment requests.




Do we need to work with our IT team to set-up UpMail?

UpMail is a cloud-based technology (SAAS) and in most cases doesn’t require the involvement of your IT team.

For some specific integration requirement and depending on your organization’s IT infrastructure it may require your IT team to adjust some basic parameters.

How are the emails sent?

UpMail connects with your Outlook/Office 365 or Google Mail email servers via a secure connection (oAuth) to dispatch the email. The emails are sent from you to your recipient, and you’ll see all emails sent in your “Sent Items” folder.

You can also connect to your email server via an SMTP connection. Please contact us to get more information on this (

How does UpMail connect with the user's email server

UpMail users can connect to your Office 365/Gmail email server using an oAuth protocol which doesn’t require sharing any credentials and it’s using access tokens that can be revoked by the users at any time.

This access only authorizes UpMail to read the user profile and dispatch emails on their behalf.

Users can ask to remove email data from UpMail at any time without removing such data from your email client.

See how it’s done with Outlook.
See how it’s done with Gmail.

Will my emails be blocked or seen as SPAM?

UpMail is not a 3rd party email platform such as Mailchimp, you are sending emails from your own email account. Providing your emails do not already end up being blocked or moved to SPAM then they wont with UpMail.

Will the images be blocked when sending to clients?

We cannot legislate how a recipient’s email account has been set-up, but UpMail is used globally, by international brands where images and digital content are at the core of their communications.

Outlook plugin requirements

Independently to the connection with your Office 365/Gmail email server, UpMail users can install our UpMail Outlook Add-in.

This allows UpMail users to access their UpMail account directly from their Outlook interface, instead of login in from a web browser.

The minimum requirement to install our add-in requires .NET Framework 3.5. The .NET Framework is installed by default on all windows computers.

Once installed, the plugin is simply opening a web browser and directing the users to their UpMail account.

This UpMail Outlook Add-ins is allowing UpMail users to access their UpMail account directly from their Outlook interface.

It’s possible to test the installation: download the plugin.

Can we integrate UpMail with our Sales and Catering system?

UpMail can integrate with the following S&C systems:

For more details on these integration please contact us on

Can UpMail plug into my Salesforce CRM?

Yes, we currently have an integration with Salesforce.

Your Salesforce Account Administrator can install our UpMail plugin into your Salesforce account by following these instructions.

If you have any questions regarding our Salesforce integration, please contact us on

How secure is UpMail?

UpMail follows the industry best practices in terms of security standards and data protection.

 Please contact us at to get the most up to date copy of UpMail security standards and more details on our technology infrastructure.

Does UpMail offer Multi-factor Authentication (MFA)?

Yes, your UpMail Champion can activate the Multi-factor Authentication (MFA) to force all users of their account to use this authentication method.