UpMail Onboarding Overview
Whether you prefer an accelerated two-day onboarding process or a more thorough two-month approach, your dedicated UpMail Customer Success Representative will tailor an onboarding plan to perfectly align with your goals.
Onboarding Includes:
- Access to your UpMail account within 24 hours of Kickoff Call
- Initial brand implementation and content upload
- Four custom Starter Templates based on requirements such as existing templates, target markets and objectives
- Access to a Template Gallery of pre-built templates
- Dedicated Customer Success Account Representative
UpMail’s onboarding typically adheres to a 4-week timeline, however the duration is flexible, tailored to meet specific deadlines and goals.


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See how UpMail enable your sales team to optimise their enquiry handling process.
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