March Product Updates 2019

March 31, 2019 | 
march-product-updates-20190 reads

March Product Updates

We’re lucky to have you as a customer and we want to show you how much we appreciate you…

This month is all about saving you time so you can focus on having authentic conversations and closing deals.


Now Live: Template Attachments

Adding attachments to Templates is now a reality.

To send attachments at scale, head to the Yesware App Site and create a New Template, then add an attachment by clicking on the paperclip icon.

Add these Templates to your next email or Campaign to send your sales collateral to all of your prospects at once.

Now Live: Campaign Personalization

While Templates are massively useful in scaling your messaging, some Campaign touches require additional personalization. With Yesware, you can easily change the subject or copy of a Campaign Touch to customize messaging for individual recipients.

To help you see how much you’re personalizing your messaging (and how effective this is), you can leverage the Custom Content column under the Recipients tab for any Campaign.

You’ll see an asterisk next to any recipient for whom you’ve personalized messaging (using Preview and Customize). Hover over the asterisk to see which touch you personalized.

Coming Soon: Sync all Contact/Lead Activity on any device with Background Sync

Life as a salesperson is fast-paced… You’re sending emails on weekends, during your commute, and on your way to client visits – all away from your desk.

With Background Sync, you’ll be able to send a message (from your email address linked to Yesware) to any contact or lead in Salesforce, and we’ll make sure the message gets synced, whether you’re on your phone/tablet, at home or on the go.

With Yesware, you can focus your time on having authentic conversations with your customers, instead of spending time on administrative tasks.

To, enable, please reach out to your Customer Success Manager who will activate the feature under your Global Policies.

Updated Preferences make it easy to customize Yesware to your needs

We want to make Yesware work for YOU.

With the redesigned Preferences, you can easily customize Yesware to fit your needs, and to give you the control. We want to make setting up Yesware as Seamless as Possible.

Using Preferences, you can configure:

  1. Notifications
  2. Tracking
  3. Inbox
  4. Integrations

More robust reporting empowers you to work smarter

Knowledge is power…

So we’re empowering you with the insights you need to work smarter and better.

With Report Downloads, you’ll now be able to see Attachment Tracking stats (e.g. for PDFs, word documents, etc), specifically:

  • Number of Emails Sent with Tracked Attachment
  • Number of Emails with Tracked Attachment Viewed
  • Percent of Emails with Tracked Attachment Viewed

This allows you to get a better sense of which content is resonating so that you can iterate and get better.

We’re also now showing the last 365 days of data in Report Downloads. By being able to see reporting over time, you can keep your content organized and relevant.

Attend a Live Webinar

REGISTER NOW for a live webinar or check out our recorded content like our newest Yesware Overview below.

Start using the power of Yesware today

Reach more leads, book more meetings, and close more deals while doing a lot less work.

Get expert sales tips straight to your inbox and win more deals

Yesware is an all-in-one toolkit for sales professionals and sales teams. Try our Outlook or Gmail add-on for free!

You may also like

Campaigns by Campaign Report

Campaigns by Campaign Report

Need to see which Campaigns are getting the most engagement across your entire sales team? Want to see if this month’s Campaigns are booking more meetings than last month’s? The all-new ‘Campaigns by Campaign’ Report will allow you to:  Understand Campaign activity...

read more
Introducing Native Send in Outlook!

Introducing Native Send in Outlook!

In 2017, we approached Microsoft to tell them we needed to support a better selling experience for our Outlook users - one that felt seamless and fast. We knew that ‘Send with Yesware’ wasn’t cutting it for you, and that we needed Microsoft to collaborate with us to...

read more

Get expert sales tips straight to your inbox and win more deals