VutesaDynamic Audiences That Update Themselves
A static list is a snapshot of who someone was. A Dynamic Audience reflects who they are and what they're doing right now.
How it works
Pick record types
Leads, contacts, companies, or any combination.
Add rules
Labels, lead source, pipeline stage, status, deal value, created or last-activity dates, country, state, city or radius around an address.
Save and reuse
Name the audience once and use it for newsletters, campaigns and Vutesa-drafted emails.
Send and act
Opens and clicks attach to each person, and the next send recalculates who qualifies.
What's included
Static list vs Dynamic Audience
A static list qualifies people because of who they were when you exported it. A Dynamic Audience qualifies them because of who they are and what they're doing at send time.
Pipeline-aware
Target deals by stage or value range — a case study to everyone in Proposal, a check-in to deals over a set amount.
Geographic radius
Enter any address and a distance to invite only people near an event, office or territory.
Engagement filters
Combine CRM rules with prior opens and clicks to re-engage interested people.
Team-safe
Each member builds audiences from their own CRM records inside the company system.
Vutesa-assisted
Ask Vutesa to build an audience in plain language and draft the message for it.
Frequently asked questions
What is the difference between a Dynamic Audience and a static list?
A static list is fixed when it is created. A Dynamic Audience is a saved rule set that recalculates from live CRM data every time you send.
Do I need to re-import contacts before each campaign?
No. Audiences read directly from the Upward CRM, so there is nothing to export or import.
Can I target contacts near an event?
Yes. The radius rule selects leads and contacts within a chosen distance of any address.
Related
CRM
Leads arrive from your page, bookings, forms, chats and links. Stages, notes, activities and follow-up live in one timeline.
Email Marketing
Stop exporting lists. Build Dynamic Audiences from live CRM data and follow up with the exact leads and contacts who opened and clicked.
Newsletters
Branded newsletters written with Vutesa and sent to live CRM audiences.
Vutesa AI
Vutesa is the intelligence layer across Upward. It helps you create, follow up, analyze and get more done — inside the tools you already use.
Upward vs Mailchimp
Mailchimp is email marketing with audiences. Upward builds audiences directly from live CRM data.
Upward vs Constant Contact
Constant Contact is small-business email marketing. Upward adds live CRM audiences and team replication.
What is a dynamic email audience?
A dynamic email audience is a group of recipients defined by rules instead of a fixed list.
Ready to turn every conversation into growth?
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