Frequently Asked Questions (FAQ)

Find answers to commonly asked questions about Uptics.

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113 articles in this collection
Written by Dan Klein
Contacts

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

Is there a way to upload activity information from a Pripedrive to Uptics?
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Written by Dan Klein
Updated over a week ago

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

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Written by Dan Klein
Updated over a week ago

Can I import contacts with no email addresses?

Addressing no email address imports...
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Written by Dan Klein
Updated over a week ago

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

Why people or company records get skipped while importing a file into Uptics and how you can add more data to existing records.
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Written by Dan Klein
Updated over a week ago

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

People & Company record association within Uptics
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Written by Dan Klein
Updated over a week ago

What is the Company section under the Contact Details Page?

What is the use of Company section under the Contact Details page?
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Written by Dan Klein
Updated over a week ago

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

How to select multiple contacts and change their status?
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Written by Dan Klein
Updated over a week ago

I need to update my company list data

How do I update my company list data?
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Written by Dan Klein
Updated over a week ago

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

Importing file with special characters within Uptics
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Written by Dan Klein
Updated over a week ago

How can I access the contacts from an imported list?

Steps to use the Import Tag to filter your recently imported leads and create a SmartList to auto-enroll in a sequence
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Written by Dan Klein
Updated over a week ago

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

Any option to update contact data properties while importing?
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Written by Dan Klein
Updated over a week ago

Is it possible to filter/sort custom fields?

Custom fields filter/sorting
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Written by Dan Klein
Updated over a week ago

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

Ways to create custom fields for Import Lists
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Written by Dan Klein
Updated over a week ago

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

Ways to add verified contacts to Uptics
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Written by Dan Klein
Updated over a week ago

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

Why is my imported valid list showing invalid email status within Uptics?
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Written by Dan Klein
Updated over a week ago
Outbound - Sequences, Templates, and Inboxes (Email Accounts)

Where do I start with creating email accounts and burner domains?

YouTube Video Links providing strategy regarding domain and email burner creation.
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Written by Dan Klein
Updated over a week ago

What is the Metered Balance?

What is 'Metered Balance' within Uptics?
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Written by Dan Klein
Updated over a week ago

Twilio Charges for services used within Uptics

Twilio charges for Phone, Calling, SMS and Call Recording services within Uptics
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Written by Dan Klein
Updated over a week ago

What does cloning a sequence do?

Cloning my sequence/campaign does not clone the statistics, enrollees, etc?
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Written by Dan Klein
Updated over a week ago

Why am I seeing lots of bounced emails, I use the ZeroBounce integration?

I am seeing a lot of Bounced emails within Uptics, although I am using the ZeroBounce integration.
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Written by Dan Klein
Updated over a week ago

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

Is there a way to download sequence analytics in CSV?
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Written by Dan Klein
Updated over a week ago

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

Is it possible to save a sequence part way through and come back it it?
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Written by Dan Klein
Updated over a week ago

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

How can I see another user's activity in my account example: sequences created, emails from sequences etc?
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Written by Dan Klein
Updated over a week ago

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

Is there a way to have same subject lines for my sequence?
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Written by Dan Klein
Updated over a week ago

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

Why do my manually unenrolled prospects keep getting the next sequence step?
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Written by Dan Klein
Updated over a week ago

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

Can phone numbers under a company account to be used/assigned to other users within the same company?
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Written by Dan Klein
Updated over a week ago

A 'Snippet Group' when referenced twice inside a template duplicates snippets instead of randomizing.

Snippet duplication/repetition occurring within Uptics
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Written by Dan Klein
Updated over a week ago

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

Can I add multiple email addresses for a single contact to send to within Uptics?
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Written by Dan Klein
Updated over a week ago

What is an uptic credit?

...and when does it count toward my usage?
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Written by Dan Klein
Updated over a week ago

'Invalid Message Public Id Error' on sending an email

Email sending error 'Invalid Message Public Id'
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Written by Dan Klein
Updated over a week ago

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

Why do I get an email connection error saying the id is already connected with different account?
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Written by Dan Klein
Updated over a week ago

Is there a possibility to embed a video?

Steps to embed a video
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Written by Dan Klein
Updated over a week ago

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

Difference between scheduling an email on a contact popout vs scheduling/pausing an email step within Uptics
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Written by Dan Klein
Updated over a week ago

The 'Send Test' feature is not sending emails.

I am not receiving emails in my Inbox on using the 'Send Test' feature
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Written by Dan Klein
Updated over a week ago

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

Where do I check if my emails are going out or not?
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Written by Dan Klein
Updated over a week ago

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

Steps to use Snippets, Snippet Groups & Spintax Feature
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Written by Dan Klein
Updated over a week ago

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

Is there a way for a sequence to send based on conditions?
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Written by Dan Klein
Updated over a week ago

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?

How to get unenrolled contacts from an existing sequence into a new step within Uptics?
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Written by Dan Klein
Updated over a week ago

When will my sequence emails start to send out?

When will my Uptics sequence emails start to send out?
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Written by Dan Klein
Updated over a week ago

I am not able to see all email replies within Uptics?

What am I not able to see all email replies from conacts within Uptics?
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Written by Dan Klein
Updated over a week ago

Will sequences continue to send if a user is deactivated?

How will sequences be affected if users are deactivated within Uptics?
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Written by Dan Klein
Updated over a week ago

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

How to manage subject lines and email threads in a sequence within Uptics?
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Written by Dan Klein
Updated over a week ago

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

I am looking for pre-built templates within Uptics
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Written by Dan Klein
Updated over a week ago

How many email accounts can I connect to within Uptics?

Connected 'Email Accounts' on a trial, free vs paid plan within Uptics.
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Written by Dan Klein
Updated over a week ago

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

Are link clicks, opens, etc tracked if an email is sent from my google workspace or any other email client?
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Written by Dan Klein
Updated over a week ago

Snippet formatting Issues

I am having issues formatting my snippets
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Written by Dan Klein
Updated over a week ago

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

What happens if I change an 'email to send from' mid sequence within Uptics?
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Written by Dan Klein
Updated over a week ago

Is there an option to have emails with a new subject line/thread and replies to them within an existing sequence?

Do we have the ability to start a new email subject line thread and have follow up replies under them within an existing sequence in Uptics?
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Written by Dan Klein
Updated over a week ago

My sequence steps with set delay are sending out emails back to back

Sequence with set delay is sending out emails back to back within Uptics
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Written by Dan Klein
Updated over a week ago

Are there any recommendations to warmup domains for Uptics usage?

Suggestions to warmup domains
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Written by Dan Klein
Updated over a week ago

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

What to set my Daily Send, Enrollment limit and Delay between Emails to?
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Written by Dan Klein
Updated over a week ago

What is the use of Fallback Tokens

.....do Fallback Tokens work in subject lines?
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Written by Dan Klein
Updated over a week ago

Are you getting an error message when trying to send an email?

Steps to reauthenticate you email address that you have connected for sending and receiving emails in Uptics
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Written by Dan Klein
Updated over a week ago

Email Sending Distribution

What is the purpose of 'Email Sending Distribution' & how to use it?
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Written by Dan Klein
Updated over a week ago

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

Reason for emails not being sent out from the multiple email addresses selected when using the 'Email Sending Distribution' feature.
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Written by Dan Klein
Updated over a week ago

Link clicks/opens not showing for certain contact records

Why can't I see link clicks/opens for certain contact records?
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Written by Dan Klein
Updated over a week ago

What is LinkedIn Chrome Extension?

Uses of LinkedIn Chrome Extension
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Written by Dan Klein
Updated over a week ago

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

How do I select a phone number while sending Bulk SMS in a sequence?
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Written by Dan Klein
Updated over a week ago
WarmUp

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

Is there anything else to do after turning on WarmUp for emails to send?
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Written by Dan Klein
Updated over a week ago

Can I buy more than 100 inboxes?

Would you like to purchase more than 100 inboxes?
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Written by Dan Klein
Updated over a week ago

Can I reuse my seat after I WarmUp an inbox?

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Written by Dan Klein
Updated over a week ago

Can I use my WarmUp inboxes to send live emails using Uptics?

Can WarmUp inboxes be used for sending as well?
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Written by Dan Klein
Updated over a week ago

How long should I warm up an inbox?

What is the timeframe you should warm a domain for?
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Written by Dan Klein
Updated over a week ago

Will new features and upgrades to WarmUp be included in my purchase?

I purchased the WarmUp offer - will I receive access to new features down the road?
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Written by Dan Klein
Updated over a week ago

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

Can non-business emails be warmed up using Uptics?
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Written by Dan Klein
Updated over a week ago

What are the uptic credits in the WarmUp offer?

Explanation of what the one-time uptic credits consist of.
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Written by Dan Klein
Updated over a week ago

Does email warming count toward the uptic credits?

Does WarmUp utilize uptic credits?
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Written by Dan Klein
Updated over a week ago

What is the Uptics discount for life?

What is the Uptics discount in the WarmUp offer?
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Written by Dan Klein
Updated over a week ago

Should I buy the WarmUp deal if I'm going to subscribe?

Should I get the WarmUp offer if going with a paid plan?
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Written by Dan Klein
Updated over a week ago

If I purchase the WarmUp deal and later upgrade to an Uptics subscription can I get a refund?

Can I get a refund if I subscribe to a monthly paid plan?
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Written by Dan Klein
Updated over a week ago

It seems like subscribing to an Uptics monthly plan might make sense. What say you?

Does it make sense to upgrade to an Uptics Subscription with the WarmUp offer?
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Written by Dan Klein
Updated over a week ago

What is an inbox?

Definition of what an inbox is inside of Uptics as it relates to WarmUp
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Written by Dan Klein
Updated over a week ago

If I have an Uptics subscription, does the WarmUp offer add to my existing Inbox threshold?

How the WarmUp offer affects existing subscriptions and their inbox thresholds.
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Written by Dan Klein
Updated over a week ago

I have an agency, if I buy the deal and subscribe to a monthly plan can I get the discount for my clients accounts as well?

Can I pass the WarmUp deal discounts to my clients?
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Written by Dan Klein
Updated over a week ago
General

Does Uptics integrate with HubSpot?

Integration with HubSpot
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Written by Dan Klein
Updated over a week ago

Do you provide Webhooks?

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Written by Dan Klein
Updated over a week ago

What are free one-time 'uptic' credits from Onboarding?

The use of free one-time 'uptic' credits
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Written by Dan Klein
Updated over a week ago

Do you plan to introduce other 'Intro Line' integrations besides Lyne, eg: Writecream and SmartWriter?

Do you integrate with any other intro line provider beside Lyne?
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Written by Dan Klein
Updated over a week ago

Does Uptics integrate with Pabbly

Integration with Pabbly
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Written by Dan Klein
Updated over a week ago

I often get logged out of Uptics

I often get logged out of Uptics while working
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Written by Dan Klein
Updated over a week ago

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

Roadmap to our upcoming Integration & Feature requests
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Written by Dan Klein
Updated over a week ago

What does upgrading or downgrading a plan mid-month within Uptics look like?

How is mid-month plan upgrade or downgrade managed within Uptics?
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Written by Dan Klein
Updated over a week ago

How to manage different clients within Uptics?

How to manage clients as agency owners within Uptics?
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Written by Dan Klein
Updated over a week ago

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

How do I see my payment history within Uptics?
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Written by Dan Klein
Updated over a week ago

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

Does Uptics have a Linked Automation feature?
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Written by Dan Klein
Updated over a week ago

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

Ways to create a Do Not Email / Do Not Contact list within Uptics to avoid re-emailing a contact accidentally.
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Written by Dan Klein
Updated over a week ago

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

Is Uptics a lead database?
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Written by Dan Klein
Updated over a week ago

Is it possible to send using an Alias?

Send email using an Alias
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Written by Dan Klein
Updated over a week ago

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

How to login to user accounts within same company in Uptics?
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Written by Dan Klein
Updated over a week ago

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

Where can I find my balance 'uptic credits'?
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Written by Dan Klein
Updated over a week ago

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

I am unable to use the Uptics LinkedIn signup for LinkedIn Chrome Extension
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Written by Dan Klein
Updated over a week ago

Do you have a free version of Uptics?

Steps to sign up for free version of Uptics
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Written by Dan Klein
Updated over a week ago