[ Upland ... Reviews ](https://www.g2.com/products/upland-second-street/reviews) [ Upland ... Reviews ](https://www.g2.com/products/upland-second-street/reviews) # Upland Second Street 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 ##### ## Campaign Creation (3) Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Builder Interface for custom design of contests. Promotion Variety Diversity of available contest types (e.g. raffles, photo contests, etc.). Show More ##### ## Distribution (7) Efficiency Overall smoothness of distribution and response collection. Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Email Distribution through email. Landing Pages Distribution on landing pages or pop-ups. Text Distribution through text (SMS). Embedding Distribution through embedding on existing sites or apps. Email Reminders Reminders sent via email Show More ##### ## Data Collection (6) Landing Pages/Web Forms Create landing pages or online forms designed to capture new leads and prospects Real-Time Analytics Analyze and gain insights into data in real-time Leads Ability to repurpose entrant information as leads. User-Generated Content Ability to repurpose entries as user-generated content (UGC) for brand marketing. Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Customizable Forms Customize contracts and forms to collect specific information Show More ##### ## Lead Monitoring (4) Features Provides features to create and manage lists of potential customers Performance Monitors form’s performance and contribution to the sales pipeline Identification Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page Lead Capture Automatically identify and save contact information of potential customers Show More ##### ## Data Capture (3) Websites Captures form submissions from existing forms on websites or landing pages Social Media Captures leads across social media channels Data Captures measurable, real customer data gathered directly from a website Show More ##### ## Analytics (1) Reporting Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc. Show More ##### ## Customization (5) Web Forms Web form that allows users to enter data that is sent and processed for different reasons Personalization Changes colors, calls to action, or form length to personalize lead capture Templates Provides pre-configured templates that can be customized by users Integration Integrates with sales and marketing software solutions to transfer lead data between them Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Show More ##### ## Generative AI (3) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Lead Capture (2) Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting 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 ##### ## Additional Functionality (143) Lead Segmentation Divide leads into buckets based on predefined criteria and routing rules Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Multi-Campaign Manage multiple campaigns in one system Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Customizable Fields Customize data fields to support various needs and use cases Lead Distribution Route and distribute your leads to third party buyers Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Generative AI Use AI to generate content in the form of text, images, videos, etc. Chat/Messaging Communicate using direct chat or messages within the system CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Email Marketing Create and send email blasts/campaigns Template Management Create, save, and re-purpose templates for emails, forms, etc. Lead Nurturing Engage with a lead throughout the sales process by actively providing information Customizable Branding Add customized logos and colors to align with company branding Contact Management Manage, organize, and store contact information Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Email Management Manage, store and organize emails within the system or via third-party apps Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Customer Segmentation Process of dividing customers into groups based on common characteristics Surveys & Feedback Gauge satisfaction and receive information for improvement and success Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Extraction Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Lead Notifications Real-time alerts or notifications that inform teams about new leads or prospects Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Business Card/Badge Scanning Capture contact information by scanning a physical item and having the system automatically extract data from the scan Lead Generation Manage the process of attracting and converting business prospects into leads Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Autoresponders Create and automatically send premade copy in response to customer messages Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors API Application programming interface that allows for integration with other systems/databases Forms Management Store, manage and track all forms in a centralized location Visitor Tracking Track visitors and purpose of visits Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Campaign Analytics Track and interpret campaign performance metrics Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Campaign Planning Plan and strategize marketing campaigns Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Email Tracking Track delivered, received, and opened emails Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Campaign Segmentation Group campaigns by project, client, or campaign for better management. Lead Verification/Validation Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc. Source Tracking Calendar Management Track and manage schedules and meetings via an integrated calendar Reminders Timed notification for any upcoming task, deadline, appointment, or activity Interaction Tracking Track interaction history by documenting conversations for contacts Opportunity Management Track all opportunities for potential sales and convert them into recurring revenue Sales Reports Reports specific to sales analysis for trends and strategies Document Storage Store and organize documents in a centralized system Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user For Sales Teams/Organizations Caters to sales teams Sales Forecasting Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Workflow Management Create, design and manage workflows for repetitive tasks Task Management Create, manage and track all task activities and progression Promotions Management Design, communicate, and distribute incentives to perform a specific action Awards Management Distribute awards to winners via prizes, coupons, giveaways, items, redemption codes, etc. Access Controls/Permissions Define levels of authorization for access to specific files or systems Electronic Submission Blind Judging Skills Contests (Photo, Essay, Design, etc) Contact Management Manage, organize, and store contact information Customizable Fields Customize data fields to support various needs and use cases Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Judging Management Choose winners for contests, promotional events, games, or sweepstakes via voting, polls, random selection, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Entry Fee Processing Lead Generation Manage the process of attracting and converting business prospects into leads For Marketers For the intention to be used by marketing teams Fraud Detection Identify and prevent suspicious activity Forms Management Store, manage and track all forms in a centralized location CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Progress Tracking Reporting on how each user, task or process has advanced since its initiation Data Import/Export Import and export data to and from software applications API Application programming interface that allows for integration with other systems/databases Single Sign On Allow users to access multiple services after entering their login credentials once Customizable Questions Tailored or customizable questions for more targeted and relevant data collection Customizable Branding Add customized logos and colors to align with company branding Entrant Management Scoring Automatically calculate score after the assessment Commenting/Notes Leave comments and notes on documents for others to view Workflow Management Create, design and manage workflows for repetitive tasks Document Review Review and analyze existing information across documents Entry Management Manage entry processes via custom forms Real-Time Data Receive data and information in real time Polls/Voting Enable custom polls/voting to facilitate decision-making or increase engagement Generative AI Use AI to generate content in the form of text, images, videos, etc. Sweepstakes Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Activity Tracking Track and document all activities across devices, networks, and other systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Categorization/Grouping Organize and group data or items based on various criteria Electronic Payments Electronically collect payments for goods or services SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access 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 ## Top-Rated Alternatives [ 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