To help you get the most out of our features, we've pooled together links to our most handy tips and how-to guides.
Email Tracking and Analytics
Email Tracking 101 - Click here to learn how Yesware tracks emails, links, and attachments, so you always know what happens after you click send.
Email Templates - Templates are messages that you’ve saved to your Yesware account that you can use for future emails. Click here to learn how to use Templates so you can send rich, complete emails in a fraction of the time it would take to draft that message each time you need it.
Analytics And Reports - Click here to find a guide to the information you'll find in your Yesware Tracking Reports
P.S. Download our ebook for email strategies that get replies, backed by data
Time Saving Tools
Send Later - Click here to learn how to schedule emails for when they will be most effective.
Reminders- Set it and don't forget it. Click here to learn how to schedule Reminders to follow up on both important emails that are waiting on a reply, or that you want to deal with later.
Meeting Scheduler- Yesware’s Meeting Scheduler eliminates the back-and-forth emails to book a meeting and provides customers with a list of meeting types and available times on their Calendar. Click here to find out how to set this up.
Presentation Tracking- Click here to learn how to gain valuable insight into how engaged your audience is with your presentation.
Campaigns - Campaigns allow you to stay on task and maximize your outreach through multi-touch campaigns that you can manage right from your inbox.
Team Features
Yesware for Teams - Gain transparency into the sales cycle by viewing team activity and email success rates. Share best-performing Templates across the entire team.
Salesforce Integration
Salesforce Sync + Sidebar - Yesware's sync to Salesforce feature automatically captures activity data on every email sent, opened, link click, attachment download, replies, and scheduled calendar events to the correct Salesforce record. The Salesforce Sidebar in your Gmail inbox shows you recent contact activity and allows you to create new Salesforce tasks, right in your inbox.
Salesforce Calendar Sync in Gmail- Yesware’s Salesforce integration goes deeper than your emails –- we let you sync your Google calendar events (and event updates) directly into Salesforce eliminating the need for manual data entry! You can also sync your Salesforce events into Google.
Salesforce Reports and Dashboards - A brief overview of how you can use Yesware data in Salesforce to create more accurate forecasts.
Yesware Data for Salesforce Admins and Sales Operations Managers - A more in-depth guide that shares several examples of insights you can gather using Yesware's Salesforce sync in conjunction with workflow rules in Salesforce.