What is the Upnify campaign email account and how do you use it?

CRM supports two different email tasks: writing to one person from a work account and sending a campaign to a group of contacts. For campaigns, the system may show a managed account named E-mail Blast with the provider SalesUp! - Upnify. It belongs to the campaign service; each user does not connect it with a personal mailbox password.

What it is used for

Use an email campaign when you need to share the same invitation, update, or content with a defined group—for example, an announcement for prospects with a particular tag. The managed account keeps that bulk send separate from an individual user’s email.

If E-mail Blast appears under Personal adjustments > E-mail Accounts, its provider is shown as SalesUp! - Upnify. CRM identifies it as a campaign account: you cannot edit or delete it from that list, and it is not offered as the sender for an individual email.

Create and prepare a campaign

1. Open CRM > Tools > Campaigns and select New campaign > E-mail Blast.
2. Enter a campaign name and, when needed, set its send date and time.
3. Choose whether the sender is each contact’s owner or a specific executive. This determines the displayed sender; it does not change who manages the bulk delivery service.
4. Add a subject and prepare the message with a template or in the editor. Review the preview and links before sending.
5. Open the campaign contact list and add the intended audience: prospects, opportunities, customers, or records matching your filters. Check the count and segmentation before scheduling or activating it.

If you cannot see the campaign option, ask your administrator to check whether your user has access to Communications. Before activating a send, verify the audience, tags, and content; changes to these criteria can affect many recipients.