Frequently Asked Questions (FAQ)

Find answers to commonly asked questions about Uptics.

Day of Week Property

How can I shut off automatic Company Creation?

How to adjust the Auto-Enrollment Options in an Existing Sequence

How can I access the AI Chat Support or Report an Issue?

How do the sequence delays work?

How can I switch from logging in with Google to Email and Password?

Why did I get charged when I upgraded or downgraded my plan?

How can I make emails threaded to the first email as a reply, instead of a new email?

How can I re-enroll a contact into a sequence?

Where can I see my SMS replies?

When scheduling emails, is it based on the timezone I select in the settings?

How can I sort lists by certain properties on the Contacts pages?

Why are newly uploaded contacts automatically getting enrolled in a sequence?

Why am I still getting notifications of failed email deliveries if I have my campaign set to validate email addresses?

How can I define stages per person?

Do I have to manually put every prospect into the Email LookUp tool?

Will LookUp work with a LinkedIn URL?

Can I create Intro Lynes tasks without having to assign prospects to a user?

Usage-Based Pricing Metrics and Fees

Can I lookup an email address by LinkedIn URL?

Is it possible to change the ownership of emails to a different user in the account without removing them?

What's the best practice for WarmUp Settings when warming up new emails?

What is Email WarmUp?

What is the meaning of the Issues inside my sequence?

Should I limit sending to only valid emails?

How can I prevent automated emails like "address not found" to show up as replies in my inbox?

Should I be replying to any of the WarmUp emails I receive in my inboxes?

Is there conditional sending for a sequence?

How can I view my Email Open and Click Stats?

Sequence Issue Explained: The record does not have a contact owner assigned and the sequence settings have been set to send from a contact owner.

Do you recommend turning off WarmUp ever?

Why am I receiving a message that my send limit has been reached?

Can I add more users?

Can I add more email accounts to my plan?

What email providers does Uptics integrate with?

Are there any hidden fees?

Are there any email send limits?

Do you offer discounts?

What support is included in my Uptics Plan?

Does Uptics have a trial period?

Do uptics rollover each month?

What happens if I run out of 'uptics'?

What plan should I choose?

Is there a way to remove prospects from a sequence if they have replied or engaged with us?

Why are Company records being created when I create People records?

How does Uptics determine who to send to in a sequence?

How can I optimize my experience using Uptics on Mobile or iPads?

How does the distribute leads option work inside of a sequence?

Why aren't created tasks being removed if I unenroll a contact from a sequence?

What is the default Email Account in my Settings?

Can I assign more than 1 team member to a sequence?

Is it possible to change the owner of a sequence?

Is it possible to limit sequence viewing to certain users?

What does in-queue mean under the Sequence Enrollment Numbers?

Is it possible to access the HTML code for my email templates?

Uptics System Status

How to Unenroll Prospects from a Sequence

Trouble Signing Up?

What is the email send limit per inbox per day?

How do inboxes work across users?

Troubleshooting Email Replies Not Showing Up

Sequence Issue Explained: Your email validation settings are preventing this contact from starting the sequence.

How to display only my currently due tasks in the Inbox?

How to edit the name of an Email Template?

What do the different Email Validation statuses mean?

Why is my email provider blocking my emails?

When will my inboxes be warmed up and ready to send from?

How can I filter WarmUp emails from my inbox?

Can I store multiple email addresses for my contact records?

Where do I start with creating email accounts and look-alike (burner) domains?

How long after turning on WarmUp does it take for emails to start going out?

How long should I warm up an inbox?

Does email warming count toward the uptic credits?

Can I connect a free email account like [email protected] to WarmUp?

What is an inbox?

How can I use personalization in Uptics?

How do I track open rates, bounces, etc for SMS sent

What is the cost of using the 'Power Dialer'?

Why do my manually unenrolled prospects automatically re-enroll into my sequence?

How will a user know if tasks have been assigned to them?

How to manage different clients within Uptics?

Can I have a sequence to send based on different conditions? eg: email opens, replies, etc.

How do I prioritize/separate urgent sequences from non-urgent sequences?

Does Uptics allow me to build a lead list? or can I build leads from a lead database inside of Uptics?

How many email accounts can I connect to within Uptics?

Twilio Charges for services used within Uptics

Can I buy a phone number from my account and assign it to a user under my account for use?

I am unable to connect a Twilio phone number and I get an 'authenticate' error.

My 'Inbox' looks cluttered and notifications get drowned with new emails/replies, etc.

Why aren't my emails sending from the multiple email addresses I have selected in the Sequence?

How can I view my user's individual 'Call' logs i.e. call date/time, outcome, duration, recordings, etc?

Can I import contacts with no email addresses?

Why did some of my records skip during the Import Process, and how can I enrich data of existing contacts?

How do I take all enrolled as well as unenrolled contacts from a specific sequence to have them go to a new step which is a 'Sequence' itself?

Are link clicks, opens, etc tracked within my Uptics account if an email is sent from my Google Workspace?

What is the Metered Balance?

'Scheduling Email' inside of a contact details popout versus 'Scheduling/Pausing Email' inside a sequence builder.

Does the 'Sales Inbox' include messages from LinkedIn as well?

How to start a new email thread in the middle of a sequence

Does Uptics have a Multi-Number Sending (SMS Sending Distribution) Feature for SMS?

How can I 'Filter' my sales inbox 'Tasks' by 'Users' & track user task completion?

Can two people use the 'Phone Dialer' at the same time?

What are the Uptics Credits?

Is it possible to see another user's activity under my account?

Is there an option to select a phone number to send Bulk SMS via a sequence?

How are subject lines and email threads managed within Uptics for a sequence?

What emails sync within Uptics?

Is there a way to make sure I won't be sending multiple emails to the same email address within a given timeframe?

Link clicks/opens not showing for certain contact records

How can I associate or get a contact into Deals?

What do I set my sequence Daily Email Send, Enrollment limits & Delay between Emails to?

How can I set up my Email DNS Records for Increased Deliverability?

Can I create a master 'Do Not Email' list within Uptics?

Email connection error: [email protected] is already connected with different account!

What is the Company section under the Contact Details Page?

Can a teammate handle my (sales inbox) replies of our current ongoing campaign?

I need to update my company list data

Where do I find call recordings?

Can I have multiple email addresses for a contact to send to if either one is blank?

Where can I see and check my available 'uptic credits' to be used?

Why am I seeing lots of bounced emails?

Where do I find the pre-built templates within Uptics?

What does cloning a sequence do?

Is there a functionality to select multiple contacts and change their status?

I am uploading a valid list, but the system shows a lot of invalid emails?

Can I remove/change an 'Email to Send From' while a sequence is live?

Email Sending Distribution (Multi-Inbox sending)

Email & SMS Subscription Settings

Is there an option to update contact data properties during Import?

Snippet formatting Issues

Import with 'special characters' are not featuring correctly within Uptics

Can we use LinkedIn Chrome Extension with Uptics LinkedIn Sign up?

Why is my sequence sending out emails back to back with no delay?

Actions performed under the 'Deal' page do not reflect on the 'Contact' details page?

'Invalid Message Public Id Error' on sending an email

The 'Send Test' feature is not sending emails.

I often get logged out of Uptics

Do you have a free version of Uptics?

Will sequences continue to send if a user is deactivated?

Is there a way to download analytics in CSV format for ongoing or paused campaigns?

Can I log into other users' accounts within my company on Uptics?

What are "user privileges" like under the same company within Uptics?

Did Uptics get my Payment? Where can I see it under my account?

Can you upload Activity Information Ex: Title, Description etc from Pipedrive to Uptics?

What is the People & Company Contact Record Association within Uptics like?

When will my sequence emails start to send out?

What is the metered balance warning referring to?

Is there a way to create Custom Fields within my Import Lists in Uptics?

Are there any recommendations to warmup domains for Uptics usage?

Is there a possibility to embed a video?

Where can I see the sent (delivered) emails from a Sequence?

Is there a way to add verified contacts to Uptics to enroll in campaigns?

Is it possible to filter/sort custom fields?

Is there an ability to 'Save a Sequence' without launching it?

Subject Lines Required - can a sequence have the same subject line for email templates?

What are dashboards?

What are Reports?

Does Uptics integrate with Pabbly

What is LinkedIn Chrome Extension?

What is the use of Fallback Tokens

What are Signals?

What is the use of Snippets & Spintax Feature using Snippet Groups?

Is it possible to connect and send using an Email Alias?

Does Uptics integrate with HubSpot?

Do you provide Webhooks?

Do you have a roadmap/timeline for upcoming Integration & Features requests?

How to customize the properties shown in the Contact or Deal Details Popout?

How can I access the contacts from an imported list?

What is an 'uptic' credit in my LTD Account?