Frequently Asked Questions (FAQs)
What is UpMail?
UpMail is a cloud-based SaaS platform designed to enhance the sales process for hotel sales teams. It streamlines and organizes email communications, delivering a more seamless and personalized customer experience.
The platform boosts efficiency by allowing sales teams to stand out by integrating enriched, custom content and visual media into their emails.
Who is UpMail for?
UpMail is ideal for hotel and hotel group sales teams involved in one-to-one selling for Groups, Meetings, and Events. It can be tailored to optimize the structure and flow of sales communications for above-property, on-property, or cluster sales teams. Whether you’re part of a large hotel group or a single property, UpMail offers products and features designed to meet your specific needs.
How does UpMail work?
UpMail features a suite of email templates that integrate seamlessly with Outlook, Gmail, Salesforce CRM or Sales and Catering systems (Delphi & Oracle Cloud). Emails are sent and received directly from your personal, corporate email account. Each branded template can easily be customized and allow you to share digital content effortlessly—whether it’s videos, images, PDFs, weblinks, or electronic signatures. All emails sent through UpMail are tracked for opens and clicks, providing valuable insights into recipient engagement.
UpMail has two products:
- UpMail for Closing Deals, including general inquiries, proposals, contracts and e-signatures.
- UpMail for Business Development, for prospecting, nurturing and following up with clients at scale.
Is UpMail a proposal tool?
While UpMail is primarily a proposal tool, it extends far beyond just responding to Group, Meeting, and Event RFPs. It’s a versatile platform that empowers proactive sales teams with tools for prospecting, selling, nurturing leads, and follow-ups. Additionally, UpMail can be used for event invitations, trade show follow-ups, contract delivery, and event servicing. With its flexible templates, teams can build custom communications for any sales scenario, making it an indispensable resource throughout the entire sales process.
Is UpMail a sales enablement tool?
Yes, in short, UpMail empowers your sales teams to boost workflow efficiency, enhance sales productivity, and drive higher conversion rates for Groups, Meetings, and Events.
Is UpMail a CRM?
No. UpMail works as the ideal complement to your CRM, enhancing your email functionality. It allows teams to quickly access customer-focused communications, streamlining workflows and improving efficiency.
Is UpMail an email marketing platform?
No. UpMail is designed for one-to-one sales communications, not for mass emailing.
However, it offers the capability to send emails automatically to multiple recipients, with each email being sent individually from the salesperson. There is a daily limit of 200 recipients. This feature is ideal for prospecting, sending event invitations, following up after trade shows, and nurturing client relationships.
TEMPLATES
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How many templates do we get and who creates them?
During onboarding, we typically create four starter templates tailored to your team’s goals and objectives. From there, you can create as many additional templates as needed and use our Template Gallery to access templates for the most common sales scenarios. All templates are branded and can be easily customized.
How many languages does UpMail allow?
You can communicate in any language you prefer, with no additional cost for using multiple languages.
Can the same users access multiple property accounts, and does each property account count as a separate license for those users?
One user can access multiple property accounts and it will only count as one user license.
Can we edit the templates ourselves?
Yes, this is one of the key benefits of UpMail. Hotels and hotel groups have full autonomy over the management of templates, content, and users. Additionally, settings can be implemented to ensure that templates and standards are maintained and not compromised.
Can I manage templates centrally for multiple properties?
Yes, our multi-property features enable you to manage a centralized library of corporate templates, documents, and digital content. You can deploy templates across all your UpMail accounts to align with your sales strategy and enhance sales agility. The templates automatically adapt to the branding of each UpMail account, allowing each property to use them immediately or customize them as needed.
BRANDING
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Can I change the branding for my hotel?
Yes, UpMail offers great flexibility as a self-service platform. Our Customer Support team is always available to assist with brand updates as well.
As a hotel group, can we manage and control the templates and branding centrally for our hotels?
Yes, our multi-property features enable you to centrally manage the branding of all your UpMail accounts across multiple brands.
You can also pre-configure default templates and content for any new UpMail account, ensuring quick onboarding and deployment of your corporate best practices.
CONTENT
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What kind of digital content can I include in my emails and proposals?
You can share any type of digital content in your UpMail emails/templates. 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 email via links. This allows users to share multiple large files within the same email without any issues. Additionally, images are optimized for email to ensure they remain compact and follow best practices.
How many items of content can we use in our content library?
Up to 500 per property.
What is the maximum size of document we can share with UpMail?
You can upload content items up to 15MB. Since only the links to these content items are shared in the email, you can include multiple large documents or files in a single email.
REPORTING
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Can I track my customer engagement?
Yes, every email sent is tracked, so you can see when your customer opens it and what they click on within the email, including any e-signatures.
Is there a reporting dashboard?
Yes, UpMail features a comprehensive email tracking dashboard that provides detailed insights into both team and individual activity. It summarizes the effectiveness of each communication and tracks the performance of various templates and content.
Do you offer reporting for multiple accounts/properties?
Yes, our multi-property reporting feature lets you aggregate data from multiple UpMail accounts into a central dashboard. You can analyze the data by brand, region, and even drill down into individual UpMail accounts.
CUSTOMER SUPPORT AND TRAINING
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What customer support does UpMail offer?
We assign each client a dedicated account manager for personalized support. UpMail customer support is available via email and instant live chat. There is no additional cost for support; it is included in the product license fee.
What other resources are available for support?
Instant Live Chat within your UpMail account allows your team to communicate with the UpMail Customer Success team. Our detailed knowledge base and online training portal are also great resources for UpMail users.
What training is provided?
All users receive live virtual training during the onboarding process and have access to an online training portal. Additional live virtual training sessions can be scheduled upon request after the initial onboarding.
ONBOARDING
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What is the onboarding process?
The onboarding process typically spans four weeks and includes four calls, though it can be expedited based on client goals. Here’s a breakdown of the typical steps:
Week 1: Kickoff Call
Week 2: UpMail Champion Training
Week 3: Account & Template Review
Week 4: End-User Training
How long does the set-up take before signing and going live?
After the initial kickoff call, you’ll have access to your branded UpMail account within 24 hours. You’ll be able to utilize our Template Gallery, which includes templates for the most common hotel sales scenarios. You can then choose the level of customization you wish to apply and decide how much content you want to upload. The UpMail Customer Success team will assist with creating templates and training your team.
Do you tailor the onboarding program for hotel groups?
Yes, we always consider the size of the sales team, structure of the sales team, demographic factors, and English language comprehension to ensure that the onboarding process is optimized for success.
EMAIL DELIVERY
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Are the emails sent from my own email address?
Yes, UpMail integrates with your email server (Office 365 or Gmail) to send emails from your corporate email address, ensuring a high deliverability rate. You can also view the sent emails in your Sent Items folder in Outlook/Gmail.
Will my emails be blocked or seen as SPAM?
UpMail is not a third-party email platform like Mailchimp; instead, it sends emails directly from your own email account. As long as your emails are not already being blocked or moved to spam, and follow email best practices they will be delivered effectively with UpMail.
Will the images be blocked when sending to clients?
Images sent through UpMail should not be blocked when sending to clients, as emails are sent from your own email account. However, the deliverability of images can depend on the recipient’s email settings and filters. To ensure images are visible, it’s important to follow best practices for email content.
AGREEMENT TERMS
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Is it an annual agreement or can we pay month by month?
All agreements are annual.
Does UpMail offer free trials?
No.
How much does UpMail cost?
Pricing is tailored to your company’s objectives, team structure, IT infrastructure, and budget. This approach ensures that the solution includes the appropriate onboarding program, training, and reporting to meet your specific needs.
AMADEUS DELPHI INTEGRATION
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What Delphi Revision do we need to use the Delphi + UpMail integration?
R49 or higher.
For certain integration requirements, depending on your organization’s IT infrastructure, your IT team may need to adjust some basic parameters.
Does the integration with Delphi is one or two-way data synchronization?
Currently, with R49, UpMail can extract data from Delphi (one-way). We anticipate that future revisions will include two-way integration. Additionally, all emails sent through UpMail can be recorded in Delphi as an activity at the contact level.
Does UpMail integrate with MeetingBroker?
Yes, UpMail integrates with MeetingBroker.
Please contact us for more information: hello@upmailsolutions.com
Does UpMail integrate with Salesforce?
Yes, UpMail integrates with Salesforce.
USERS AND LICENSING
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How many user licenses are included with each hotel account?
3 users per account – additional licenses are available at an extra cost.
Can user licenses be adjusted or redistributed if some hotels in our group require more than others?
If the commercial agreement is at a group level then yes, users’ licenses can be adjusted and allocated based on the specific needs of different hotels within your group. If some hotels require more licenses than others, you can distribute and manage the licenses accordingly.
Can the same users access multiple property accounts and does it count as users' license for each property?
One user can access multiple property accounts and it will only count as one user license.
Does UpMail have different types of users?
Yes, UpMail offers two types of users: UpMail Champions and end-users. UpMail Champions have access to additional account admin features, but their license cost is the same as that of end-users.
Do we need to pay for an extra license to only look at the dashboard and reporting?
All users accessing UpMail need a license, even if it’s to only access the reporting.
Can we use UpMail for a cluster sales team?
Yes, UpMail offers various configurations for property and cluster sales teams. Additionally, users can be assigned to multiple UpMail accounts if required.
Can we change, add and remove users ourselves?
Yes, one of the key benefits of UpMail is that hotels and hotel groups have full autonomy over managing users, templates, and content.
FEATURES
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Can I use UpMail to send one email to multiple recipients?
Yes, with UpMail for Business Development, you can easily upload your contact list from Excel or create it from Salesforce, and then automatically send emails from UpMail. You can email up to 200 recipients in a single email, and each recipient will see it as a one-to-one communication.
Is there a maximum number of emails I can send with UpMail?
Yes, with UpMail for Business Development, you can send emails to up to 200 recipients per day.
Does UpMail offer e-signature capabilities?
Yes, UpMail offers an e-signature add-on feature that allows you to get documents signed electronically and track communications.
What are the multi-property features for?
UpMail’s multi-property features are designed to help hotel groups centrally manage UpMail accounts and templates for their properties. These features include control over branding, default account setup for new hotels, centralized corporate libraries of templates, and multi-property reporting.
Are the emails mobile responsive?
Yes, all emails sent from UpMail are mobile responsive.
Can UpMail emails be saved as a PDF?
Yes, emails sent from UpMail can be saved as a PDF.
Can UpMail be used for event servicing?
Yes, UpMail can streamline any communications process, including for event servicing teams in catering sales hotels. It helps standardize customer communications and supports upselling efforts.
THE TECHNICAL STUFF
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Do we need to work with our IT team to set-up UpMail?
UpMail is a cloud-based technology (SaaS) and typically doesn’t require IT team involvement. However, for specific integration needs and depending on your organization’s IT infrastructure, your IT team may need to adjust some basic parameters.
How are the emails sent?
UpMail connects with your Outlook/Office 365 or Gmail email servers via a secure OAuth connection to dispatch emails. The emails are sent from your account, and you can view all sent emails in your “Sent Items” folder.
You can also connect to your email server via an SMTP connection. For more information on this option, please contact us at hello@upmailsolutions.com.
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.
What are the UpMail email plugin requirements?
Regardless of your connection with Office 365 or Gmail, UpMail users can install our UpMail email add-on. This add-on allows users to access their UpMail account directly from the Outlook or Gmail interface, eliminating the need to log in through a web browser.
The minimum requirement for installing the add-on is .NET Framework 3.5, which is typically pre-installed on all Windows computers. Once installed, the add-on opens a web browser and directs users to their UpMail account.
Can we integrate UpMail with our Sales and Catering system?
UpMail integrates with the following Sales and Catering systems:
- Amadeus Delphi Sales and Catering: Delphi Integration
- Oracle Opera Cloud: Opera Integration
For more details on these integrations, please contact us at hello@upmailsolutions.com.
How secure is UpMail?
UpMail adheres to industry best practices for security standards and data protection.
For the latest copy of our security standards and more details on our technology infrastructure, please contact us at support@upmailsolutions.com.
Does UpMail offer Multi-factor Authentication (MFA)?
Yes, we can activate Multi-Factor Authentication (MFA) to require all users of your account to use this authentication method.