Quick answers to the most common questions about Ubico.
What are credits and how do they work?
Credits are the currency used inside Ubico to run actions like data sourcing, enrichment, and email validation. On a monthly plan, unused credits expire at the end of each billing cycle. On an annual plan, all credits are given upfront to use at any point during the year. Credit add-ons can be purchased at any time if you need more.
Can I sync alias email accounts to Ubico?
No. Ubico supports individual mailboxes only. Alias accounts, shared mailboxes, distribution groups, and Microsoft 365 group lists are not supported.
Why aren't my segments populating with contacts?
Automated Segments take 3 to 5 business days before sourcing begins. If your segment is still empty after that window, check that your targeting criteria are complete and not conflicting. Contact support if the issue persists.
What is the difference between an Email step and a Draft Email step?
An Email step sends automatically when the campaign is live. A Draft Email step requires you to manually review and trigger it before it sends. Use Draft steps when you want to personalize individual messages before they go out.
How many steps should a workflow have?
A typical workflow runs 5 to 7 steps, including an intro email, follow-ups, and a final touch. The right length depends on your campaign goals and audience.
Can I export my contacts from Ubico?
Yes. Go to People, select the contacts you want, and click Export. You can export from an individual segment or your entire workspace.
How do I find my most engaged contacts for a specific month?
Use a Data-Driven Segment with date-filtered open count conditions. Set the operator between all conditions to AND to get a clean list of contacts who opened emails a certain number of times within your chosen date range.
