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Using Campaigns

Campaigns is a prospecting tool that sets up multi-touch email campaigns, right from your inbox. Campaigns organizes tasks that require your attention into an inbox sidebar, bubbling them up when it’s time for you to take action. Unlike sales development tools that require reps to switch between platforms and disrupt your team’s workflow, Campaigns works with Gmail and to create personalized, multi-channel campaign sequences, quickly transforming sales development teams into focused and hyper-productive revenue machines.

If you string together a series of emails and phone calls for each person on your list, Campaigns can help you manage that list of follow-ups so nobody slips through the cracks.


Campaigns is currently available on Gmail and Outlook on our Premium and Enterprise plans.

Creating and Adding Prospects to Campaigns

Campaigns can be customized by channel, touch frequency, type, and degree of automation. For example, you might set up a campaign that involves call, social, and automated email touches with each touch spaced 2 days apart.


By launching Campaigns at the top of your inbox, you can view your existing Campaigns and create a new Campaign.

When creating a new Campaign, you can set up an unlimited number of touches.  These touches can be for a manual email, a call, an automated email, or a custom task (such as sending a tweet or a Facebook message).


Reps or managers can add users to their campaigns directly from within using the “Add to Campaign” button.


You can then choose a campaign to add the prospects by clicking Use Campaign.


From there, you’ll have the option to edit the content for each touch or preview & customize for each recipient.(add tasks FAQ link). Campaigns can also be shared across teams, similar to how Template sharing works within teams currently.


Please note that while you can edit the content of an already existing Campaign (e.g. email subjects/bodies and call talking points) and you can add and remove people from a Campaign. Once a Campaign has been created, you can not edit the number of touches in that Campaign.

In order to remove a prospect from a Campaign, select the Manage People option on the Campaign overview page.


Once your campaign is active, a real-time to-do list shows you tasks that need action.

Using Yesware’s To-Do List

The todo list is available on the Yesware sidebar in your Google and Outlook inboxes.

By default, Campaigns will show prospects in the order they are retrieved based on date the prospect was created. You’ll also be able to see the total number of tasks listed at the top of the Touchpoints To-Do list.

With the exception of an automated email, you’ll be able to take certain actions on the Todo card:

  • Action: Takes the appropriate action such as launching an email, a call, or completing a custom task.
  • Snooze: Lets you save the task for later, removing it from the list until the appropriate time.
  • Dismiss: Skips this step for this prospect and moves the prospect to the next activity in the Campaign.
  • Remove: Removes this prospect from the campaign.

Reporting and Performance Metrics

Bidirectional Salesforce sync pulls your contacts into campaigns and engagement into sidebar tasks. It also pushes back activities like emails, calls, replies, and meetings.

You can also view the performance metrics of each Campaign.


By clicking into a specific Campaign, you can see a list of all prospects on a campaign and their status.


For more information regarding Campaigns, check out our blog post and FAQ. If you have additional questions, submit a request at and we’ll get right back to you.