New year, new Yesware features!

This year, we are all about being more efficient, more authentic, and learning through insights and suggestions. To that end, Yesware is resolving to give you the tools to facilitate truly authentic conversations at scale.

With these brand new Yesware features at your fingertips, there’s no stopping you in 2019.

​​​​​​P.S. If you’re hungry for more, don’t forget to sign up to receive a recording of our 2019 Product Roadmap Webinar.

Download Yesware Activity and Template Reporting for Greater Insights

Soup up your superpowers with downloadable Yesware reporting.
All Yesware users can now access downloadable Personal Activity and Template Reporting by going to app.yesware.com > Report Downloads.

You’ll be able to Select Date Range, with the options ranging from the last 7 Days to the last 180 Days.

With the Email Activity report, you’ll get data on your team’s Yesware usage, overall email engagement and see how many emails have been synced to your CRM. You can use these insights to better coach your team to drive success.

The Templates Report gives you visibility to see which templates are best performing and how each team member is using templates. You can then understand how successful your Templates messaging is and iterate on your messaging to make it more authentic and impactful.

If you’re on a Premium or Enterprise Plan and you’re a Team Leader, you’ll be able to download these reports per Team.

Updated Weekly Reporting Email Gives Managers More Visibility

Are you a manager? Stay up to date on your team’s activity with Yesware’s improved weekly email report.

We’ve updated the weekly email report to coincide with the reporting downloads. As a Team Leader, you’ll have visibility to your Team’s overall activity as well as Templates activity. These insights can be used to help you better manage and coach your teams.

Add Recipients to Campaigns from Salesforce Lightning

Here’s to working lightning fast with our Salesforce Lightning integration with Campaigns.

Now, you can not only add Contacts/Leads to a Campaign from Salesforce’s Classic UI, but also from Salesforce Lightning. You just need to be on Yesware’s Enterprise Plan.

Just click Add to Campaign from a Contact/Lead record to add to a Campaign.

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We’ve updated the weekly email report to coincide with the reporting downloads. As a Team Leader, you’ll have visibility to your Team’s overall activity as well as Templates activity. These insights can be used to help you better manage and coach your teams.

Track Email Performance with Personal and Team Campaign Stats

Sent a Campaign but wondering how it’s doing? Look no further!

Now you can see Campaign stats right within Campaigns. Along with Team and Personal Stats, this is the intel you need to improve your Campaign performance.

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Revamped Campaigns To-Do List Helps You Work Smarter, Not Harder

Campaigns allows you to create a smart to-do list, so that you can automate your workflow. This way, you can focus on authentic conversations instead of spending time creating a workflow process manually.

All you need to do is Create a Campaign (with at least one manual touch), then add Recipients to the Campaign. You’ll then be able to access your to-do list for each manual touch from the Sidebar.

With our redesigned Campaigns To-Do Cards, you can instantly see relevant Campaigns info, making you more authentic-at-scale than ever before.

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We’ve made it easier for you to identify the information you need at a glance (like Campaign name, Touch number, and Task type), while also including new value-adds, like Due Date and the recipient’s Engagement Score. The Engagement Score helps you focus on following up with recipients that are most engaged.

Just click on the To-Do Card for everything you need to reach out authentically.

Help Shape the Future of Yesware

Click the button below to join our Yesware User Feedback Panel and share your thoughts about the product. Bonus: we send out some amazing prizes to our participants!

Want a Sneak Peak of Yesware’s 2019 Product Roadmap?

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Interested in what Yesware is cooking up? Click below to check out the exciting things that our team has in store for 2019.