UpMail Onboarding Overview

Whether you prefer an accelerated two-day onboarding process or a more thorough two-month approach, your dedicated UpMail Customer Success Representative will tailor an onboarding plan to perfectly align with your goals.

Onboarding Includes:

  • Access to your UpMail account within 24 hours of Kickoff Call
  • Initial brand implementation and content upload
  • Four custom Starter Templates based on requirements such as existing templates, target markets and objectives
  • Access to a Template Gallery of pre-built templates
  • Dedicated Customer Success Account Representative

UpMail’s onboarding typically adheres to a 4-week timeline, however the duration is flexible, tailored to meet specific deadlines and goals.

Visit our Inspiration Gallery

See how UpMail enable your sales team to optimise their enquiry handling process.

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