Yesware users can add recipients to their Campaigns in several ways, depending on their plan level:

• Uploading a CSV file

• Manually typing recipients into the recipient table

• Importing from Salesforce (Enterprise plans only)

• (Gmail only) Using the “Add to Campaigns” option from an email thread

Uploading a CSV

You can upload a spreadsheet of recipients directly into a Campaign.

Best practice:
Ensure that the "email" column is first in your CSV. All other column headers can be used for merge fields and personalization.

Manually Typing into the Recipient Table

You can also add recipients one by one directly in the recipient table:

• All column headers are editable

• You can add rows or columns to include more data manually

Gmail Only: "Add to Campaigns" from an Email Thread

1. In Gmail, hover over the Yesware "Y" icon next to an email address in a thread.

2. Select “Add to Campaigns.”

3. The Campaigns dashboard will open.

4. Choose the Campaign you'd like to add the recipient to.

Salesforce Imports (Enterprise Plans)

Enterprise users can import recipients in multiple ways:

• Import a Contact or Lead List
  Any list created in Salesforce will be available to import into Campaigns.

• Search Salesforce to Add an Individual
  Use the search box to locate and add a single Contact or Lead.

• From a List View in Salesforce
  Select the list view, then click “Add to Campaign.”
  Hover over the desired Campaign and click the blue “Add Recipients” button.

• From an Individual Contact/Lead Record
  Open the record in Salesforce and click “Add to Campaign.”
  Then select the Campaign and use the “Add Recipients” button.

Note: Fields from your Salesforce list will appear as column headers and can be used for merge field personalization.

Personalization Options

Once recipients are added, you can personalize their emails:

• At the time of adding recipients:
  Click the “Preview & Personalize” button.

• After the Campaign starts:
  Go to “Manage Recipients”, select the recipient’s row, choose the desired Touch, and click “Personalize Touch.”

Campaign Size Limits

• Max 900 recipients per upload

• Max 5,000 recipients per Campaign

• Pro Plan: 20 recipients/month

• Free Plan: 10 recipients/month

For more information:

• Check out our How-to Guide for Gmail

• Check out our How-to Guide for Outlook (O365)