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Yesware Jumpstart Guide

Welcome to Yesware! To help you get the most out our features, we’ve pooled together links to our most handy tips and how-to guides.

Email Tracking and Analytics 

Email Tracking 101 – Learn how Yesware tracks emails, links and attachments, so you always know what happens after you click send.

Email Templates – Templates are messages that you’ve saved to your Yesware account that you can use for future emails. Learn how to use templates so you can send rich, complete emails in a fraction of the time it would take to draft that message each time you needed it.

Analytics And Reports – A complete guide to the information you’ll find in your Yesware Tracking Report, Activity Report, and Template Reply Report.

P.S. Download our ebook for email strategies that get replies, backed by data.

Time Saving Tools

Send Later – How to schedule emails for when they will be most effective.

Reminders – Set it and don’t forget it. How to schedule Reminders to follow up on both important emails that are waiting on a reply, or that you want to deal with later.

Presentation Tracking – Gain valuable insight into how engaged your audience is with your presentation.

Click to Call – Place calls from your inbox with just one click.

Mail Merge with Automated Follow-Ups – Mail Merge lets you quickly send personalized emails to up to 200 people at once using your Gmail account so that you can reply directly from within Gmail. Enable Automated Follow-Ups within Mail Merge to set up a series of follow-up emails sent at timed intervals (like a marketing drip campaign — but better).

Team Features

Yesware for Teams Gain transparency into the sales cycle by viewing team activity and email success rates. Share best performing templates across the entire team. 

Salesforce Integration

Salesforce Sync + Sidebar – Yesware’s sync to Salesforce feature automatically captures activity data on every email sent, opened, link click, attachment download, replies, and scheduled calendar events to the correct Salesforce record. The Salesforce Sidebar in your gmail inbox shows you recent contact activity and allows you to create new Salesforce tasks, right in your inbox.

Salesforce Reports and Dashboards – A brief overview of how you can use Yesware data in Salesforce create more accurate forecasts.

Yesware Data for Salesforce Admins and Sales Operations Managers – A more in-depth guide that shares several examples of insights you can gather using Yesware’s Salesforce sync in conjunction with workflow rules in Salesforce.

Touchpoints

Using Touchpoints – Touchpoints works with Gmail and Salesforce.com to create personalized, multi-channel campaign sequences, quickly transforming sales development teams into focused and hyper-productive revenue machines.

CRM Sync

Using Yesware with your CRM system – Instructions for using Yesware to sync your outbound messages to common CRMs, including Pipedrive, Batchbook, RelentaNutshell,  ZohoCapsuleSugarCRMBase, Nimble, and Netsuite.

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!