Yesware users can add recipients to their Campaigns by Uploading a CSV file of recipient information or manually typing information into the recipient table (you can add columns and rows to include more data). For Enterprise level plan holders, in addition to the aforementioned methods, recipients can also be added by selecting a Salesforce Contact or Lead list and importing it, searching for an individual from Salesforce and adding someone individually, or by going to Salesforce directly and using the "Add to Campaign" button on a list view.
Recipient lists are limited to 900. Our Pro plan includes 20 recipients/month. Our Free plan includes 10 recipients/month.
Uploading a CSV:
Note: When creating a .csv file to import recipients, always put the "email" column first.
Manually imputing recipients to the table:
You can manually type information into the recipient table and all of the column headers are editable. Don't forget you can add rows or columns to include more data.
Import a Contact or Lead List:
Any Contact or Lead lists you have available to you in Salesforce will show as available options to import in Yesware's Campaigns.
Note: When you are creating a list in SFDC to import, any of the fields you use will come over as column headers, which can be used for personalization.
Search Salesforce to Import an Individual Contact/Lead:
In the box that appears, search for your recipient and then click "Add."
"Add to Campaign" button on a Contact/Lead list in SFDC:
Choose the list you'd like to import in your list view. Then, select "Add to Campaign."
When the Campaigns dashboard appears, hover over the Campaign you'd like to add your recipients to and select the blue add recipients button that displays.
Note: When you are creating a list in SFDC to import, any of the fields you use will come over as column headers, which can be used for personalization.
"Add to Campaign" button on an Individual Contact/Lead Record in SFDC:
When the Campaigns dashboard appears, hover over the Campaign you'd like to add your recipients to and select the blue add recipients button that displays.
Personalization
Once you've added your recipients, you'll have the opportunity to preview & personalize for each recipient, either at the time you've added them or once the Campaign starts.
At the time you've added them:
Click the "Preview & Personalize" button.
Once the Campaign starts:
In the "Manage Recipients" view, click on the row of the recipient you'd like to preview and personalize.
From there, click on the desired Touch and select "Personalize Touch."
For more information regarding Campaigns, check out our How-to Guide for O365.