Welcome to Ubico!
Ubico provides an AI-powered customer engagement platform for business owners. We help you find your next best customer, launch personalized multi-channel outreach and generate new sales opportunities. Ubico makes it easy—no need to start from scratch, piece together multiple tools, or rely on third-party contractors.
Our AI-powered solution enables you to:
- Create hyper-specific segments using our segmentation engine
- Launch multi-channel campaigns through our visual workflow builder
- Generate new sales opportunities for you, by doing less with AI + automation
How Ubico works
Our platform consists of two main parts:
- Segmentation Engine -- which enables you to create hyper-specific segments using your first-party data, or our third-party data enrichment.
- Visual Workflow Builder -- which empowers you to build your most creative outreach campaigns that combine multi-step workflows, conditional logic and productivity tasks.
Ubico Product FAQ
Q1: What are credits, and how can they be used?
A: Credits are the currency within Ubico that allow you to access valuable features such as data sourcing, validation, and enrichment. If you have a monthly subscription, unused credits will not roll over to the next month. However, if you buy an annual plan, you get all your credits upfront—to use as and when you’d like. If you need more credits than what is included in your plan, you can purchase credit add-ons.
Q2: Can we sync alias email accounts to Ubico?
A: No, Ubico currently supports only individual mailboxes. It doesn't support alias accounts, shared mailboxes, distribution groups, or Microsoft 365 group lists.
Q3: Why aren't my segments populating with contacts?
A: Segments take 3-5 business days before the sourcing kicks in. If your segments aren’t populating past this timeline, it might be due to incomplete/conflicting criteria, or they require more information. Double-check that your segment settings are accurate and if the issue persists, our support team is here to help troubleshoot.
Q4: What's the difference between an Email and a Draft email step in the workflow sequence?
A: An email workflow step is an automated outreach step that triggers sending when the campaign goes live, while a draft email has to be triggered manually before sending. Draft emails are ideal for personalizing and refining messages before they go live, while Email steps allow you to fully automate your outreach.
Q5: How many steps should an ideal workflow have?
A: The ideal workflow length depends on your campaign goals, but a typical workflow ranges from 5-7 steps. This often includes introductory outreach, follow-ups, and final touches to maximize engagement.
Q6: Can I export my Ubico contacts?
A: Absolutely! You can export your contacts from Ubico at any time. This gives you the flexibility to analyze or move data into other systems as needed. You can export contacts from an individual segment, or your entire Ubico workspace by going to People -> Select -> Export.
