The Exchange
Connect. Convince. Create Value. Insights for Salespeople by Yesware

Attachment Tracking: Know What Happens After You Click Send

March 11, 2014 by in News

Ever wish you could tell if your prospect actually reviewed that proposal you sent over? We got you covered. Introducing Yesware Attachment Tracking: Instantly know when, where, and on what device your email attachments are opened.

Not a Yesware user yet? Try a free trial.

Greater Insight Into Interest

Attachment Tracking, available for Pro, Team, and Enterprise users, provides a whole new way to use Yesware to gauge your performance and iterate as needed. Now you can tell who is most interested in your shared attachments, so you know where your time will be best spent.

Set yourself up for email success: The Ultimate Guide to Sales Email (Backed By Data)

You can track attachments uploaded from your computer or Google Drive files inserted into your emails. Check it out:

How To Track Attachments Uploaded From Your Computer

First, click on the green paperclip icon at the bottom of the compose window.

Choose the file you’d like to track, insert it into the message, and then click send.

When the recipient opens your attachment, you will receive a notification in your dashboard.  All “Attachment Opened” events will be indicated by a green paperclip icon.

How To Track Attachments Using Google Drive

First, hover over the “Track” box to make sure Link Tracking is enabled.  If it isn’t, enable it by clicking the “Change Preferences” link.

When you’re ready to send a GDrive document, click the Drive icon on the compose window (hidden behind the + icon).


Upload or insert an existing GDrive document. That’s it! Send it out and start tracking those opens.

There’s More Where That Came From

Attachments Tracking is just one of several new updates we plan to share in coming months, all designed to help you accelerate your sales process. Why? Because we know salespeople deserve better tools to get the job done.

If the definition of insanity is doing the same thing over and over and expecting a different result, then our inboxes show just how crazy email has become. Send an email. Follow-up. Circle back. Without meaningful feedback, all you can do is wait and hope for a reply.

The alternative is to understand what really happens after you click “send.” Since rolling out Yesware’s one-to-one email tracking and analytics, we’ve heard so many awesome success stories that show how data-driven sales processes are enabling teams to win by making smarter decisions, faster. With the addition of Attachment Tracking insights and other updates set to roll out this year, we’re excited to continue driving the evolution of sales from art into science. Stay tuned.