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What’s New: May 2016 Product Updates

This month, we’re rolling out a hefty list of product updates guaranteed to improve your user experience and help you prospect more effectively. Announcing Mail Merge Team Templates, a new and improved Outlook events feed, and more.

1. New! Mail Merge Team Templates

You’ve been hearing a lot about building relationships using drip campaigns. We’re making it easier and faster to set up multi-stage drip campaigns and share with your entire sales team with new Yesware Mail Merge Templates!

Team Managers can now create multi-stage mail merge templates to share with your entire team. Create a brand new Mail Merge template from scratch, or edit a previous Mail Merge and save as a template.

Follow along below to create a new Mail Merge template and share with your team, or check out our Mail Merge guide:


Plus, add any Salesforce contact to a Mail Merge! To add any contact in Salesforce to an individual Mail Merge, simply:

  1. Select the “Add to Mail Merge Template” option at the top of the Contact or Lead page in Salesforce.

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  1. Select the Mail Merge template you’d like to use.

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2. New! Salesforce Sync Selector

When composing an email to a contact that has multiple records in Salesforce.com, the new Yesware Sync Selector flags the duplicate records, and lets you select which Lead/Contact and Account/Opportunity to sync to. Once selected, Yesware will automatically remember your preference for all future events.

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3. New and Improved Outlook Events Feed

We’ve redesigned our Outlook events feed to make it easier to see and understand your Yesware tracking events at-a-glance. Colorful icons make it easier to scan your feed for email opens, links clicked, attachments downloaded, and more!

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4. Non-Sticky Tracking Preferences

Yesware tracking preferences are no longer “sticky.”

What this means for you: Each time you presses compose, the tracking checkbox will automatically reflect your pre-set preferences.

To adjust your preferences in Gmail:

  1. Click the “Yesware” button above the compose button
  2. Select Preferences
  3. Click “Compose Options,” and turn your preferences on/off in the drop-down menu.

 

 

Other Updates

We’re constantly working to improve your experience as a Yesware user, which spans from fixing minor bugs to building new features. Take a look at all the little things we’ve shipped this month to keep you selling smarter and faster.

May 2016 Release Notes — Gmail

  • Our new Gmail Navigation is here to stay. We removed an preference allowing users to toggle the outdated Inbox dashboard.
  • We fixed a bug that caused another window overlap with the Gmail Launchpad.
  • We’ve made our Click-to-Call feature easier to spot when a user rolls over a phone number.
  • Fixed a bug allowing customers to add/remove paid seats on their accounts.

May 2016 Release Notes — Outlook

  • We made adding dynamic fields into template subject lines more reliable
  • Fixed a bug in which the sidebar was showing strange code.

That’s all for now! Until next month…