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Documentation Team

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Latest activity by Documentation Team
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    Documentation Team created an article,

    How to delete a campaign

    To delete a Yesware campaign, first go to the Campaigns > select the specific campaign > click the Delete button in the bottom right corner. A confirmation window will appear and then click Delete ...

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    Documentation Team created an article,

    How to Download Campaign Insights

    How to Download Campaign Insights While direct downloads from the Campaigns section are not available, you can still access detailed performance insights through the Reports section. By selecting C...

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    Documentation Team created an article,

    Missing Zoom Links in Scheduled Meetings

    If your Zoom links are missing from Meeting Scheduler events, try re-establishing the connection by following these steps: 1. Unlink Zoom from your calendar settings: Go to My Calendar Link Setti...

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    Documentation Team created an article,

    Is it possible to export Yesware templates?

    Unfortunately, it is not possible to export your Yesware templates. The most efficient course of action would be to manually copy and paste the template content from Yesware.

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    Documentation Team created an article,

    Can I remove a touch in a campaign?

    To remove or add touches to a campaign with active recipients, you will first need to make the campaign inactive. The workaround is to manually remove all recipients from the campaign, allowing you...

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    Documentation Team created an article,

    Can I edit a name after uploading a CSV to a Campaign?

    Yes, you can easily edit the name by clicking directly into the box and making changes. If you'd like to add more recipients after uploading a CSV, simply click "Add row" as shown in Screenshot 2. ...

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    Documentation Team created an article,

    Why can't I import a CSV file?

    If you encounter an error while trying to import a CSV file into a campaign, follow these steps to troubleshoot the issue.  This issue might occur if the CSV file is saved as "CSV UTF-8 (Comma de...

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    Documentation Team created an article,

    Can I limit the number of recipients receiving campaign emails for larger recipient lists?

    Currently, Yesware does not provide a way to limit the number of recipients for campaign emails when dealing with larger recipient lists. There is no throttle or toggle feature to send emails in sm...

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    Documentation Team created an article,

    How to turn off GeoIP locations

    GeoIP locations are collected by a third-party service that we utilize. However, we do not control whether users’ GeoIP locations are shared with others. Users can configure these settings through ...

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    Documentation Team created an article,

    How to Add a Team Member to Use Yesware’s "Unlimited Team" Feature

    Admins can add team members to the "Unlimited Team" feature in Yesware by ensuring all members are on the same payment account. Follow these steps: Add Members to the Payment Account Log in to t...