[ Upland ... Reviews ](https://www.g2.com/products/upland-adestra/reviews) [ Upland ... Reviews ](https://www.g2.com/products/upland-adestra/reviews) # Upland Adestra Features ##### ## Integration (7) Data Import & Export Tools Tools for importing/exporting data to/from the platform to support campaign setup and reporting. Integration APIs Supports extensibility through APIs to build and manage integrations with third-party tools. Breadth of Partner Applications "Offers a wide range of plug-and-play integrations with third-party applications. " CRM Integration Integrates with CRM software, which can help provide context to your mailing lists. Social Media Integration Integrates with Social Media platforms, which can help expand your reach. E-Commerce Integration Integrates with e-commerce platforms, which can link directly to your online store. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Email Marketing (9) Email and Mobile Preview Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues. Manage Email Lists List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. High-Volume Sending Ability to send thousands of unique, personalized emails per second. Building and Personalizing Emails Tools for designing, editing, and personalizing email content for recipients. Sending Outbound Emails Supports the ability to send outbound email campaigns to external recipients. Manage Email Deliverability Maximizes inbox placement by managing spam compliance and sender reputation. Automated Email Responses Automatically respond to user actions or triggers with predefined email messages. Multi-user Account Enables multiple users to login to the same account to maintain a single account for your entire marketing team. Surveys Ability to send secure and personalized survey invites to your contact list. Show More ##### ## Reporting & Analytics (2) A/B Testing Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates. Basic Reporting Basic campaign performance reporting such as delivery, open, click, and unsubscribe rates. Show More ##### ## Diagnosis (4) IP Address IP address quality analysis. Domains Sending domain quality analysis. Content Email content analysis. Policy Compliance Determing email and domain compliance with policies such as DMARC. Show More ##### ## Tracking (5) Processing Time Measuring of delivery latency/processing time. Placement Tracking which folder email appears in. Open Rate Tracking open rate across recipients. Time to Open Tracking time between delivery and open. Alerts Notifications related to placement and opening. Show More ##### ## Reporting (4) Campaign Performance Measuring overall campaign performance across recipients. Domain Reputation Measuring overall reputation related to specific sending domains. Brand Reputation Measuring overall reputation of brand based on all email activity. Blacklist and Whitelist Tracking recipient tagging of domains for blacklists and whitelists. Show More ##### ## Templates (4) Text and Themes Allow users to edit text and themes on email templates Stock Images Provide a library of stock images to use for emails Proofing Offer email proofing capabilities Mobile Responsive Provide mobile responsive email templates Show More ##### ## Edit (3) Pre-Made Offer pre-made email templates Build Allow users to create their own email templates HTML Use drag-and-drop HTML editing to create email templates Show More ##### ## Logistics (4) Analytics Provide analytics reporting so that users can see how their campaigns perform Issues Allow for users to identify potential issues that would stop their emails from sending Integrations Integrate with email software or email marketing and marketing automation platforms Shareable Link Ability to share email templates via a link to collect feedback on the created emails easily Show More ##### ## Platform Basics (12) Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Exporting Ability to export customer journey maps in a variety of formats to present and analyze. Multi-user Access and Collaboration Allow team members to invite others to collaborate on journey maps and make direct changes. Multiple Personas Provide the ability to compare the experiences of multiple personas in one journey map. Data Analytics Ability to integrate with cross-channel, real-time data analytics to power customer journey map creation. Predictive Analytics Predict future data based on historical data sets Behavioral Analytics Track and analyse user behavior within a system or network Campaign Analytics Track and interpret campaign performance metrics Website Analytics Track and analyze information regarding website visitors Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Dynamic Segmentation Provides users the ability to dynamically segment their users based on varying criteria (i.e. email opens, product features, etc.). Journey Optimization Automates the testing and optimization of customer-facing messaging and campaigns. Show More ##### ## Platform Data (4) Journey Reporting Ability to uncover and visualize how users move through your website, marketing campaigns, and product(s). Trends Reporting Ability to measure product usage by feature, campaign performance by source, and other trending metrics. Dashboards Provides dashboards to combine and visualize quantitative and qualitive customer journey data. Advanced Data Filtering Provides advanced data filtering capabilities to help users drill down, sort, filter, aggregate, and group customer journey data. Show More ##### ## Platform Additional Functionality (3) Journey Mapping Ability to create visualizations or maps of past, current, or future customer journeys based on behavioral data. Integrations Integrates with additional marketing analytics and other marketing, sales, and e-commerce-related software to provide one source of truth for customer journey analytics. Automated Alerts Provides the ability to setup automated alerts to drive targeted actions and customer experience improvements. Show More ##### ## Generative AI (3) AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Agentic AI - Customer Journey Analytics (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Customer Journey Mapping (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Email Marketing (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Email Deliverability (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Email Template Builder (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Show More ##### ## Additional Functionality (85) Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Map Creation Create custom maps Email Marketing Create and send email blasts/campaigns Single Sign On Allow users to access multiple services after entering their login credentials once Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. API Application programming interface that allows for integration with other systems/databases Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Data Linking Collating information from different sources in order to create a more valuable and helpful data set. Whiteboard Allows multiple users to simultaneously annotate on a digital whiteboard Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Data Visualization Graphical representation of data Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Brainstorming Group collaboration to solve ideas in a productive and concentrated manner. Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Workflow Management Create, design and manage workflows for repetitive tasks Activity Tracking Track and document all activities across devices, networks, and other systems Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Personalization Adjust communications based on previous interactions or personal preferences Customizable Reports Alter the layout and content of reports Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Customer Profiles Record customer information, purchase history, and other notes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Third-Party Integrations Set up connections to third-party platforms to improve business processes Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Surveys & Feedback Gauge satisfaction and receive information for improvement and success Data Import/Export Import and export data to and from software applications Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Attribution Modeling Analyzes the amount of credit that should be assigned to sales and conversion touchpoints. Action Management Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal Map Sharing Share maps with internal and external stakeholders Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Customizable Branding Add customized logos and colors to align with company branding Generative AI Use AI to generate content in the form of text, images, videos, etc. Customer Touchpoints Identify specific interactions between customers and brands Customer Experience Management Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Diagramming Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Storyboarding Dictate the order and pace of an eLearning course, including the logic for how different learners progress Customer Segmentation Process of dividing customers into groups based on common characteristics Personalization Adjust communications based on previous interactions or personal preferences Autoresponders Create and automatically send premade copy in response to customer messages Customer Segmentation Process of dividing customers into groups based on common characteristics Newsletter Management Create and update newsletter content to increase engagement AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users WYSIWYG Editor What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Preview Functionality Preview materials before finalizing projects Email Tracking Track delivered, received, and opened emails Email Campaign Management Plan, execute, and analyze email marketing campaigns Landing Pages/Web Forms Create landing pages or online forms designed to capture new leads and prospects Customizable Branding Add customized logos and colors to align with company branding Lead Capture Automatically identify and save contact information of potential customers Mobile Optimization Optimize content to ensure it is easily accessible for mobile users Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels ROI Tracking Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customizable Fields Customize data fields to support various needs and use cases Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Click Tracking Track the amount of clicks on individual products to measure campaign results List Management Manage contacts across multiple mailing lists GDPR Compliance Ensure compliance with the General Data Protection Regulation protocols Subscriber Management Add or remove subscribers from mailing lists Email Sequences Set up automated email sequences to streamline outreach and engage leads/contacts Campaign Scheduling Set campaign schedules by selecting start, pause, and end dates Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Multi-Language Manage and support multiple languages Template Management Create, save, and re-purpose templates for emails, forms, etc. Customizable CTAs Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) Real-Time Analytics Analyze and gain insights into data in real-time Dynamic Content Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience CAN-SPAM Compliance Ensure all emails are compliant with anti-spam guidelines, as required by the CAN-SPAM Act Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) HTML Editor Add, edit, and manipulate HTML code directly Contact Management Manage, organize, and store contact information Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Campaign Analytics Track and interpret campaign performance metrics Product Recommendations Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history Image Library Store and manage images Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Show More ## 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