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Create a new campaign

Let's start our campaign by creating a new one from the top-left dropdown Create new:

In this page you will be required to insert a few data: 

Campaign name

Type: email


Start and end dates


You should not insert any information in the MailUp section, these will be compiled by the tool itself with the statistics of the sent item. 

Add members to your campaign

You will then be required to add members to your campaign by clicking on the Manage Members button:

You will be able to select your campaign members through Salesforce filters. 


You can also add campaign members from other reports you might be running in Salesforce, at any time

After identifying the contacts you want to add to the campaign, simply click on Add with status and set it to Sent, you will see these contacts at the bottom of your campaign page in the section Campaign Members:

Import campaign members into MailUp

You can now start importing your campaign members into MailUp by clicking on the MailUp button on the top of your page.

You will find here further buttons enabling you to perform the following actions:




Creates a group in MailUp

Export members in MailUp


Sincronizzare le statistiche

Import statistics in Salesforce


Accedere direttamente alla piattaforma

Go to MailUp


Creare nuovi messaggi partendo dai modelli di MailUp

Create message from template


Creare un messaggio partendo da un’email vuota

Create empty message


Vedere il messaggio completo e pronto da inviare ai destinatari

Refresh message preview


Vedere un report riassuntivo degli invii effettuati (appare solo dopo aver fatto un primo invio)

View report


After clicking on Export members in MailUp you can access your console (by clicking on Go to MailUp) and notice that you will have a new Group of recipients with the name of the campaign

Create a new message from a template

Ready to create a new message? Choose if you want to use a MailUp design or prefer an empty message e click on Create message.

You will be able to find your message in your console in the Saved messages with the name of the campaign and all the details of the campaign in the notes.

Modify your message and see the changes in Salesforce

Whenever you change the message in your MailUp console you will be able to see them in Salesforce by clicking Refresh message preview, or simply by refreshing your browser.

This ensure that you are always one click away from seeing exactly the content that has been sent (or will be sent) to your campaign members.

Send your message from MailUp

If you are ready, just send the message from MailUp and select your previously created Group in the Select recipients page.


Remember to always change your message's subject. Keep your notes as they, you will be able to always reference your message back to your Salesforce campaign.

Check your results

After sending your email you will notice a new button on the Salesforce page: View report. The pop up is the copy of your MailUp Summary report.

Synch your statistics

A couple of days after sending the message you should easily import your statistic in Salesforce with the button Import statistics in Salesforce and you will be able to see the data in the campaign page: 

And in the campaign members:

Use your data

The data thet you imported are visible in each campaign member field and can be used to run a report in Salesforce and can be used to create further campaigns.


Some example of campaigns:

  • Re-engage your user by running a report on those campaign members that did not open a specific message and try to engage them with different contents.
  • Send specific offers to those members that opened a previous campaign related to a product or service


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