All Yesware users, get excited! This month, you’ll notice a brand new interface to the Templates tab on our app site.
Gmail users: that’s not all. We’ve simplified your scheduling needs with a new feature that does your meeting-booking for you (it’s called Book A Time).
Enterprise users, we also have new organization capabilities for Touchpoints campaigns.
1. Introducing: Book A Time For Gmail
Scheduling meetings is stressful. We know how it is.
So, we eliminated the steps.
Introducing our latest feature: Book A Time. This evolved version of Find A Time allows your email recipient to book meetings (in real-time) without any additional steps. It also allows you to send your coworkers’ availability instead of your own (if you’re an SDR booking meetings for an AE).
Here’s how it works. In “Compose” view, click the calendar icon:
You’ll be brought to a view of your calendar where you can select your available times or a coworker’s calendar. Here’s what to do:
- Choose your meeting length (15, 30, 45, 60 minutes)
- Add a Meeting Title (this is required)
- Select blocks of availability right from your calendar or view another calendar you have access to
Once you’ve selected the times you want to send, click “Insert Times” and we’ll drop them into your email as a link for your recipient to book through:
When your recipient clicks the link, they’ll see your times and will be able to select one to book:
Note: Book A Time monitors availability on your calendar in real-time to avoid conflicts like double-booking. Booked times won’t be shown in the “Select a Meeting Time” window.
Here’s the confirmation message your recipient receives when the booking goes through:
From there, your recipient (and everyone on your original email) will automatically receive a calendar invite for the meeting:
To make any necessary changes to the meeting, scroll down in your confirmation email and find “Click here to edit your meeting.”
It’s that easy. 🙌
2. New Templates Interface For Our App Site
Our new Templates interface helps you manage your personal and team templates with ease.
You’ll see two tabs to choose from: “Personal” or “Team.” The “Team” tab lets you create and share templates across your team. (Note: you must be on the Team or Enterprise plans for the “Team” features.)
The interface shows your “Personal” template library by default:
Add New Templates or New Categories
In the “Personal” or “Team” tab, you can quickly add new templates or new categories:
To add new templates, click into “New Template” to view our new edit screen with more options for formatting.
If you’re copying and pasting from an outside source (think: blog post, word document, or email) we added a “Remove Formatting” button so that templates remain consistent across the board.
You can use the formatting controls to add HTML after removing formatting:
How to Organize Template Categories
In the category screen, click the “Actions” dropdown to move categories (to the top or bottom) or delete:
Reorder templates within each category by clicking a category then “Reorder”:
Then simply drag-and-drop your templates into the order you prefer:
How to Organize Your Templates
Click into any of the categories and you’ll see a list of template cards, each with a set of actions to take on each template:
“View” lets you see what your template looks like before inserting it into an email (notice that the custom fields are empty):
Click into “Edit” to edit the template using the editing toolbar.
Note: The “Remove Formatting” button is also available here:
Salesforce fields can be added to templates by using the “Text Field” button and typing in the correct field:
Pro tip: Text fields are case and space sensitive. Here’s a list of commonly used Salesforce fields for quick reference to make sure they are an exact match:
First Name: FirstName
Last Name: LastName
Account name: Account.Name
To relocate your template (without duplicating), click the “Move” button and select the new location (by Personal or Team). If you choose Team, the template is shared to everyone on that team:
Once you move a template to a new team, it will be removed from the current team, which might limit access to team members.
To prevent limiting across to your template, you can simply press “Duplicate” to copy and save the template to multiple “Personal” or “Team” categories:
We’re excited about our new Template interface. If you have suggestions or feedback, please send it to us here.
3. Touchpoints Users: Campaign Organization Made Easy
These next updates apply to Enterprise-level Gmail users.
We’ve hear your feedback that you need more options to organize your campaigns and we’ve delivered some great options for you. Our latest update gives you the ability to sort, filter, and star categories. You also have quick access to your shared campaigns and can skip touches when necessary.
1. New Campaign “Sort By” Dropdown
Previously, we sorted campaigns by how recently they were created, but we’ve since added two new options:
- Best Performing
- Most Prospects In Flight
This way, you’ll have the most efficient way to access your campaigns to keep track of what’s working.
2. The “Created By Me” Filter
This one’s straightforward: to quickly access campaigns that you created, click the “Created By Me” tab:
3. New Options For Filtering Shared Campaigns
We know it’s a challenge to organize when you have lots of different campaigns. The new filter options in the top lift allow you to quickly find your Touchpoints campaigns. The “All Shared” allows you to keep track of your and your team’s campaigns. You will see the different teams that have shared templates with you.
First, hover over the “All Shared” tab in the Touchpoints window.
Here you have a few options:
- Click on “All Shared” to view every campaign you’ve shared
- Choose an individual team
Either view will give you quick reporting insight, prospects in flight, and the campaign steps:
4. Bookmark Your Favorite Campaigns With Starring
We all have our favorites. Starring allows you to create a folder of favorites.
You can “Star” multiple campaigns and access them in the “Starred” tab:
5. The “Skip Next Touch” Option
Sometimes within campaigns, you need to skip a touch last minute. For instance, the context of an email may no longer make sense if the status of the account you’re emailing has changed.
To “Skip Next Touch” from your Touchpoints window, click “Manage Prospects”
Within the Manage Prospects interface, you can choose one or more prospects to either remove them from the campaign or skip the next touch activity:
This gives you the flexibility you need to personalize touches to each prospect.
We hope you enjoyed this month’s updates! Stay tuned for more in July.