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Using Yesware’s Reminder Feature

With Yesware’s reminder feature, you’ll never miss a follow up again! Here’s how reminders make your life easier:

    • Replace notes to yourself with scheduled email reminders to follow-up with a prospect
    • Let sales automation do the remembering for you
    • Prioritize emails that haven’t received a response

New to Yesware? Try a free trial to access reminders.

How It Works

The reminder is easily set when viewing the email or through our Event Dashboard. You can set a date and time for the reminder and can set conditions for when you would like to be reminded.

To set a reminder in the compose window, select the “Remind” button and set the date and time as well as condition for the reminder.

Gmail_settings reminders

 

You can review your current reminders in the Yesware Dashboard. The Emails section will show recent emails with any reminders currently set as well as the option to update or add a reminder.

You can view more details by clicking the drop down next to the reminder.

Gmail_Reminders in Dashboard (small view)

 

When the reminder is due, you are sent a new message right to the top of your inbox that contains the previous email thread and valuable tracking information that’ll help you determine how best to follow up.

Have a question that wasn’t covered in any of the above? Feel free to view our FAQ and submit a question through our Help Center. We’re here to help and we’d love to hear from you!