Skip to content
ANSWERS

What is a dynamic email audience?

A dynamic email audience is a group of recipients defined by rules instead of a fixed list.

Illustration of help articles and answers on a laptop
WHAT IT ISA dynamic email audience is a group of recipients defined by rules instead of a fixed list. Whenever you send, the audience recalculates from current data — for example, every lead in the 'Proposal' stage within 25 miles of an event. In Upward, Dynamic Audiences are built from live CRM fields such as labels, source, stage, deal value and location.

How it works

Instead of maintaining lists by hand, you save the rules that describe who should receive a message. The software evaluates those rules against current records at send time, so membership changes as data changes.

Example

A rule set of 'stage is Proposal and label is Solar' automatically includes a lead the day they move into Proposal and removes them once they close.

How Upward addresses it

In Upward, Dynamic Audiences are built from live CRM fields such as labels, source, stage, deal value and location.

Related

Ready to turn every conversation into growth?

Start free, then replicate your system across your whole team.