
Documentation Team
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Latest activity by Documentation Team-
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,
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,
Unable to import CSV file.
If you encounter an error while trying to import a CSV file into a campaign, as shown in the screenshot below: This issue might occur if the CSV file is saved as "CSV UTF-8 (Comma delimited)"...
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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...
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Documentation Team created an article,
Delegate Access To Another User
If you delegate access to your email account, Yesware tracking may not function as expected. Here’s an explanation of how delegation impacts tracking and best practices to ensure full functionality...
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Documentation Team created an article,
Automatically add video conferencing link when scheduling a meeting
To set up automatic video conferencing links when scheduling meetings, follow these steps: Open the Meeting Type Settings: Click the Settings icon next to the desired meeting type. Edit the Mee...
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Documentation Team created an article,
Can I Import Contacts and Leads from Salesforce Campaigns into Yesware?
No, Yesware Campaigns does not currently support importing data directly from the Salesforce Campaigns object. What Can Be Imported into Yesware Campaigns? Users can import Contact and Lead records...