Yesware users can add recipients to their Campaigns by Uploading a CSV file of recipient information, manually typing information into the recipient table (you can add columns and rows to include more data), or clicking the "Add to Campaigns" button in the email icon menu in an email thread (Gmail users only). 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 or individual Contact/Lead record.

Yesware's Campaigns feature has a limit of 900 recipients per upload and a limit of 5000 recipients per campaign. Our Pro Plan allows 20 recipients/month and our Free plan allows 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.

Clicking the "Add to Campaigns" button in the email icon menu in an email thread within Gmail

Hovering over the Yesware "Y" email icon that shows next to an email address in an email thread, exposes a larger menu. Select the "Add to Campaigns" option, which will open up the Campaigns dashboard.  Here, you can select which Campaign you'd like to add this individual recipient to.  

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 into 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 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 Gmail.