Yesware FAQs

If you are already a Yesware user, simply go to app.yesware.com/account/plan to see your current plan and to choose a new one.

Yesware offers three plans: Pro, Premium, and Enterprise. You can find costs and feature descriptions on your plan page as well as online here.

Installing Yesware is extremely simple and takes no more than about a minute.You can install Yesware for Gmail or Yesware for Outlook directly from our website. We offer a trial to all new users that can be accessed here. Once you visit that link, click on your inbox type and then you'll need to sign into your email and grant Yesware access. It's as easy as that! If you're on our Enterprise plan, you will also need to authenticate to Salesforce (essentially sign in and grant access), and you will be prompted to do so.

If you already have an existing account, you can use our direct install links for Gmail and Outlook. It won't overwrite your existing account; it will just ensure you go through the entire installation flow.

In order to use Yesware, confirm that your browser and operating system are supported here.

Here are the steps to enable a disabled plugin on Outlook 2016:

While in Outlook:

Click File > Options > Add-ins

Next to "Manage: Disabled Items" click "Go"

If Yesware appears in this list, please select it and click "Enable"

You can remove the other user by visiting your Yesware Account.

From there, choose Admin > Manage Users > Account Users. Check the box next to the other user's email address and select "Remove Users" from the options right above the list of email addresses. Once you refresh the page, you should be able to upgrade the account for only one license.

To remove colleagues from your account, you must be a Yesware admin/account manager. To access the self service portal, select the Yesware drop down in Gmail or go to the Menu section of the Yesware Sidebar in O365 and select "My Account." From there, navigate to the "Users" section of the left hand menu. Then select the user(s) you would like to remove and click the "Remove" button in the upper left corner of the modal.

To add colleagues to your account, you must be a Yesware admin/account manager. To access the self service portal, select the Yesware drop down in Gmail or go to the Menu section of the Yesware Sidebar in O365 and select "My Account." From there, navigate to the "Users" section of the left hand menu. In the upper right, there is an "Add Users" button. This button will allow you to fill empty licenses and/or purchase new licenses.

Please note that Yesware's subscriptions are per email address. If you are adding a new email address to your account, you'll be charged for an additional license. We'll confirm any additional charges prior to adding the new license.

If you'd like to add someone to your account without sending them a notification, they must be on a verified domain. By default, verified domains will be the same domains associated with the Account Managers on your account. If you'd like to add a new verified domain, please use the "Send us a question" option in the top right section of this page to contact Support.

Our Global Policies page, added to the My Account section for Yesware Administrators, allows Admins to set Account-widepolicies for some of our most popular features.Checking a box and hitting "Save" will enable these features by default for all account members, ensuring settings continuity across the entire user base. Please note, you need to make these changes one at a time.

Campaigns requires aPremiumorEnterpriselevel plan

Campaigns are available in eitherGmail or O365

Yes,when you create multi-touch campaigns, your prior messages will be quoted within the text you send. In addition, the messages should be threaded or shown in "conversation view" if they contain the same subject line and if "conversation view/threading" is turned on in your email client.

You can learn more about the Campaign feature here.

Problem

I am running into an error when downloading or attempting to install Yesware for O365 on either Mac and PC.

Solution

The first things to always double check are:

You have an active O365 license

Your Microsoft Office suite, particularly Outlook, is up to date

Many Microsoft issues are fixed with either re-downloading Microsoft Office and running an Office Repair.

Step 1 - To reinstall Microsoft Office

Go to programs and Features and find Microsoft Office

Right-click and select 'uninstall'

Go to https://outlook.office365.com/owa/

Go to the Home page, select 'Install Office Apps; and then select 'Office 2016'

Step 2 - Repair Microsoft Office

Open theControl Paneland click onUninstall a program.

Find the version ofMicrosoft Officethat is currently installed in the list of installed programs andright clickon it, then choose theChangeoption.

Wait for the pop-up to load, then choose theRepair optionand clickContinue.

Wait for the repair installation to finish. This may take several minutes. Once it is complete, clickClose.

This should prompt you to restart. ClickYesto restart now and complete the repair process.

Images can really spice up your Template! To use an image in your Template, simply select the "insert/edit image" icon in the formatting options. From there, you can either browse your computer for a specific file, drag and drop an image, or add the source code URL for an image. Then, select "okay.Finish typing up your template and save - youre good to go!

When Salesforce sync is enabled, Yesware writes or updates Salesforce Tasks for each sent email, each reply, and every message event (open, link click, attachment download, presentation view). During synchronization, Yesware attempts to minimize writing redundant data to Salesforce. Yesware will write at most one Task per type of message event per email. Subsequent events of the same type will be appended to the initial Task. Also, subsequent events registered from the exact same device/location for a given email will not sync at all. For instance, if your recipient opens an email on their laptop at work, and then opens that same email on their laptop at work 5 minutes later, only a single Task with a single event will be logged to Salesforce.

Alternatively, Yesware can be configured to further summarize all events on an email down to a single Task in Salesforce. This summary task can contain event counts and timestamps for event activity. Contact your Yesware representative or [email protected] to enable Summary Task Logging.

You can see the tasks that Yesware logs in the activity history of contacts or leads in your Salesforce account. There are different activities that will generate tasks within Salesforce. These different activities can be identified by the Task subjects that Yesware logs.

Message Sent: [subject of the email]- generated when you send an email with Send to Salesforce turned on.

Message Opened: [subject of the email] - generated when your recipient opens an email that you originally sent with Send to Salesforce enabled.

Link Clicked in Message: [subject of the email] - generated when your recipient clicks on a tracked link within an email that you originally sent with Send to Salesforce enabled.

Presentation Viewed: [subject of the email] - generated when your recipient opens a tracked presentation with Send to Salesforce enabled.

Reply: [subject of the email] - generated when your recipient replies to an email that you originally sent with Send to Salesforce enabled.

At the bottom of the "Comments" section of each task in Salesforce, you should see that it says, "Data provided by Yesware," which will confirm that it was synced by Yesware and not some other method.

Yesware'scalendar sync eliminates the need for manual data entry and increases collaboration for appointment setting by allowing you to sync your Google Calendar events directly to Salesforce and associate them with a Contact or Lead.

You can enable Yesware's calendar sync by visiting your Salesforce configuration page in your Yesware account. To set this up, click to enable Yesware Calendar Sync.You can easily disable this feature by visiting this page at any time and clicking Disable.

To sync events from your Google calendar to Salesforce, you must have the latest version of the Yesware extension installed, with all permissions enabled.

Once it is set-up, Yesware will automatically sync the meeting with the Contact or Lead in Salesforce associated with the first email address added as a guest to the calendar invite. You can also manually select a contact, lead, account, or opportunity.

The meeting can be found in the "Open Events" for the corresponding record in Salesforce until the date/time of the meeting has come and gone, and then it will show up in the "Activity History."If no match is found and youdon'tmanually enter a record, then it will sync the event to Salesforce with no associated Contact/Lead and Account/Opportunity.

You can sync events in the past 30 days or future events.

To synchronize events in the other direction from Salesforce to Google calendar, your Salesforce administrator must install the latest version of the Yesware Salesforce package. If you would like to sync events from Salesforce to Google calendar, please use the "Submit a request" option in the top-right corner of this page to request the package from our Support team.

Our calendar sync feature is only available to customers on our Enterprise plan.

You can enable Yesware's calendar sync by visiting your Salesforce configuration page in your Yesware account. To set this up, click to enable Yesware Calendar Sync.You can easily disable this feature by visiting this page at any time and clicking Disable.

To sync events from your Google calendar to Salesforce, you must have the latest version of the Yesware extension installed, with all permissions enabled.

Once it is set-up, Yesware will automatically sync the meeting with the Contact or Lead in Salesforce associated with the first email address added as a guest to the calendar invite. You can also manually select a contact, lead, account, or opportunity.

Enterprise plan

The meeting can be found in the "Open Events" for the corresponding record in Salesforce until the date/time of the meeting has come and gone, and then it will show up in the "Activity History."If no match is found and youdon'tmanually enter a record, then it will sync the event to Salesforce with no associated Contact/Lead and Account/Opportunity.

You can sync events in the past 30 days or future events.

To synchronize events in the other direction from Salesforce to Google calendar, your Salesforce administrator must install the latest version of the Yesware Salesforce package. If you would like to sync events from Salesforce to Google calendar, please use the "Submit a request" option in the top-right corner of this page to request the package from our Support team.

Our calendar sync feature is only available to customers on our .

Yesware'scalendar sync eliminates the need for manual data entry and increases collaboration for appointment setting by allowing you to sync your Google Calendar events directly to Salesforce and associate them with the Contact/Lead youre meeting with.

You can enable Yesware's calendar sync by visiting your Salesforce configuration page in your Yesware account. To set this up, simply enable Yesware Calendar Sync.You can easily disable this feature by visiting this page at any time and clicking Disable.

To sync events from your Google calendar to Salesforce, you must have the latest version of the Yesware extension installed, with all permissions enabled.

Once it is set-up, Yesware will automatically sync the meeting with the Contact or Lead in Salesforce associated with the first email address added as a guest to the calendar invite. You can also manually select a contact, lead, account, or opportunity. Enterprise plan

To create a new event in Google Calendar to be synced in Salesforce:

Go to your Google calendar and create an event.

Make sure you toggle on the "Sync Calendar Event to Salesforce" so that the the event is synced (Note: this is a sticky preference, so it will remain toggled on unless you switch it off.)

You can add guests by search from Salesforce or add guests by using Google's search-bar.

Using the Contact/Lead and Account/Opportunity drop-downs, you can see who and what the event will sync to. By default, we will choose the first Contact/Lead you add in the guest list, but you can also manually select who and what you'd like to sync to or simply relate the event to an appropriate Contact/Lead instead of adding guests.

If you have Shared Activities enabled in Salesforce and are using Contacts, you can sync the meeting to more than one Contact. For more information on Shared Activities, please check out this article.

To save the event, hit the blue "Save" button on the top-right corner.

To edit an existing Google Calendar event that hasn't yet been synced, access the calendar event and make any necessary edits. From there, hit the "Save" button.Anytime youre editing an event that youd like to sync to Salesforce, youll need to click save, but youdon'thave to click send in order for the changes to be reflected.Any edits made to an already synced Calendar event will automatically reflect in Salesforce as well.

To sync an inbound event, simply open the event, make sure that Calendar sync is toggled on and that its logging to the appropriate Contact/Lead. From there, hit "Save."

The meeting can be found in the "Open Events" for the corresponding record in Salesforce until the date/time of the meeting has come and gone, and then it will show up in the "Activity History."If no match is found and youdon'tmanually enter a record, then it will sync the event to Salesforce with no associated Contact/Lead and Account/Opportunity.

You can sync events in the past 30 days or future events.

To synchronize events in the other directionfromSalesforcetoGoogle calendar, your Salesforce administrator must install the latest version of the Yesware Salesforce package. If you would like to sync events from Salesforce to Google calendar, please use the "Submit a request" option in the top-right corner of this page to request the package from our Support team.

Our calendar sync feature is only available to customers on our.

Yesware will automatically sync the meeting with the Contact or Lead in Salesforce associated with the first email address added as a guest to the calendar invite.You can also manually select a Contact or Lead and Account or Opportunity using the sync selector.

It will sync it to Salesforce as an Event in the Open Events until the date and time has passed, and it will then live under the Activity History.

If no match is found and youdon'tmanually enter a record, then it will sync the event to Salesforce with no associated Contact/Lead and Account/Opportunity.

All Events that Yesware logs into Salesforce using Google Calendar Sync will have "[event synced]" added to the Description field of the event in Salesforce. This notation is only added to the Salesforce event and is not included in your Google Calendar event.

To synchronize events from Salesforce to Google calendar, your Salesforce administrator must install the latest version of the Yesware Salesforce package. If you would like to sync events from Salesforce to Google calendar, please use the "Send us a question" option in the top-right corner of this page to request the package from our Support team.

Shared Activities is a Salesforce setting which allows users to relate up to 50 Contacts (but only 1 Lead) to an event or a task.

If you have Shared Activities enabled in Salesforce and are using Contacts, you can add sync the Google Calendar meeting to more than one Contact in Salesforce.

Shared activities would need to be enabled by your Salesforce administrator in Salesforce. Once enabled, please reach out to our Support team using the "Send us a question" option in the top-right of this page to turn on Shared Activities for your account's Calendar Sync.

Yesware supports syncing recurring events.

When syncing repeated events from Google Calendar to Salesforce, you should be aware that Salesforce (as of the Spring '15 release) imposes limits on the number of times an Event may repeat. Google Calendar, on the other hand, imposes no such limit and allows an Event to repeat indefinitely. The Salesforce limits are based on number of recurrences (not calendar date) and vary depending on the recurrence frequency. For example, if you have a daily event, we will sync up to a year's worth of events into Salesforce.

This article is for users on PCs with the O365 extension

Yes - you are able to move the location of the 'Send with Yesware' button on Outlook for PC. You can do this by:

Make sure you have the O365 extension installed already - you can do that HERE

Open a new Compose Window, right click in the ribbon. and select "Customize the Ribbon"

Click and drag the word 'Yesware' up the list, to your desired position in the ribbon

Click 'OK' to close the window. Yesware will now appear further to the left

Watch this video to learn how to maintain your Campaigns once they have started. This includes removing recipients, adding new ones, editing, deleting, sharing, and determining success.

Users on Premium and Enterprise plans can create teams. You can create and manage your team through your Yesware account.

Gmail:

1. Using the Yesware drop-down menu in the top left corner of Gmail, select "My Teams"2. On the new page, click "Add Team"3. Name your Team4. From here, select the "Add User to Team" drop-down5. Once the user has been added, designate her/his role

Outlook:

1. In the Yesware Sidebar, select the "Menu" tab2. Click "Account"3. On the page that opens, select the Teams icon in the left-hand menu4. From there, click "Add Team"3. Name your Team5. Next, select the "Add User to Team" drop-down6. Once the user has been added, designate her/his role

Team Roles:

If you're a Team Leader on the Premium and Enterprise plans, you can share your templates with your Team Members. Through the Template Manager pages in Gmail or Outlook, you can "move" or "duplicate" the templates to your team folders.

You can access the Template Manager in Gmail through the "Templates" option in the Yesware dashboard at the top of Gmail. In Outlook, you can access this page by selecting the "Menu" section of the Yesware Sidebar and then clicking "Manage Templates."

You can also create and manage templates through your Yesware account on app.yesware.com. Simply select the Templates icon in the left hand menu once you're there. From there, you can create new folders or templates for personal use or to share with your team. On this page, Team Leaders can create, share, or move templates into their Teams' folders.

To share an existing template:

Navigate to the template

Select More in the bottom right

Choose "Move Template"

In the dialog box, switch from Personal to Team

Then, select the team and the folder you want to move the template to

The template will be shared with those team members

To create a Template and share it with a Team at that time:

Click "New Template"

As you are setting it up, in the "Save in Folder" section, select "Edit"

Click "Team"

Then, select the team and folder you want to save the template to

Once you create and save the Template, it will be shared with those team members

Once a template has been shared, individual team members must refresh their Gmail or Outlook inbox to have access to the template.Reordering templates is accomplished by navigating to the folder and selecting the "Custom Sort" button in the upper left. This will let you drag and drop templates to get the desired order you would like.

Only Team Leaders can create or move templates into their Teams.

The timezone dropdown next to the Date in the Find a Time interface lets you adjust your calendar to someone elses timezone. This lets you insert times that you are available in a customer-friendly format in the case your customer is in another timezone.

If you are scheduling a meeting from California with someone who lives in New York, simply search for New York and select that time zone. Note that the inserted text will also contain the current abbreviation for that timezone.

NOTE: The timezone picker will remember your last selected timezone to aid in scheduling multiple meetings in that timezone.

Problem

Email tracking is not working

Solution

Step 1 - Send a test message

If you are unsure if the tracking is working properly, we recommend to send a test message to [email protected]. This should prompt an open event in your Yesware activity feed.

You can also check https://app.yesware.com/reports/tracking to see if there is recent activity.

If recent events ARE in the tracking report then

Clear the cache/local storage (steps below)

Check the list of extensions to see if there is a conflict

Check their console logs for any specific errors

If recent events are NOT in the tracking report

Check for extension conflicts

Clear the cache and local storage while also reinstalling Yesware (uninstall before you clear the cache/local storage and reinstall afterwards)

Gather console logs for any specific errors or for escalation

Step 2 - Clear cache and local storage

For Chrome:

Clear Cache:

Open a new tab in Chrome and enterinto the address bar.

Set the drop-down to "the beginning of time" and only check off the "cached images + files, and hosted app data" options.

Refresh Gmail.

Clear Local Storage:

In Chrome, click the 3-horizontal-line button in the top-right of your window, next to the address bar.

Go to More Tools > Developer Tools.

Make sure you're on the "console" tab of the pane that appears.

At the bottom, next to the ">" symbol, type in the followingexactly as I have it formatted here: localStorage.clear()

Press enter/return. That should give you "undefined".

Close the pane and refresh Gmail

For Firefox:

Clear cache:

Click the menu button and choose Preferences.

Select the Advanced panel

Click on the Network tab

In the Cached Web Content section, click Clear Now.

Refresh Gmail after it clears

Clear local storage:

In Firefox, go to Tools > Web Developer > Web Console

Make sure you're on the "console" tab of the pane that appears

At the bottom, next to the ">>" symbol, type in the followingexactly as formatted here: localStorage.clear()

Press enter/return. That should give you "undefined".

Close the pane and refresh Gmail

Step 3 - Gather console logs and send themto [email protected] with details of the issue

Browser Console Logs:

In the top right of Chrome, click on the menu button (3 horizontal lines or 3 vertical dots)

Click on More Tools

Developer Tools

Click on Console

Copy the errors or take a screenshot.

Background Console Logs:

In a new tab, Visit.

Enable developer mode.

Click on the linkofyour background page (at "Inspect views").

The developer console opensforthis page.

Copy the errors or take a screenshot.

The LinkedIn Sales Navigation Integration requires a PremiumorEnterpriselevel plan from Yesware, and a 'Sales Navigator' Team or Enterprise Account on LinkedIn. Find your Yesware plan level HERE.

LinkedIn Sales Navigator only integrates withGmail.

Here at Yesware, we believe in inbox productivity. Thats why we create features that save you hours per week and minimize manual work.

We have an integration with LinkedIn Sales Navigator thats going to save you and your team some serious time. How? We pulled in some of the key functionality within Sales Navigator to make you more productive in your inbox.

Lets walk through the major benefits of plugging LinkedIn Sales Navigator and how to quickly get started.

New to Yesware? Sign up for a free trial!

Well go over:

Accessing LinkedIn Sales Navigator from your inbox

Connecting and sending LinkedIn messages from the Yesware Sidebar

Finding matching LinkedIn profiles using email addresses from Gmail

Incorporating LinkedIn Sales Navigator touches in your Yesware Campaigns

Setting your Preferences

This integration is available on Gmail (or Google Business Apps) on our Premium and Enterprise plans, for LinkedIn Sales Navigator users (Team or higher).

Check out this video for a full overview of the LinkedIn Sales Navigator integration:

app.yesware.com

Access LinkedIn Sales Navigator from Yeswares Sidebar

Theres a new tab in the Yesware Sidebar - LinkedIn Sales Navigator! Youll have quick access to even more relevant information as youre sending or reading an email.

Click on the Yesware icon on the right side of your inbox to access the Yesware Sidebar. Go to the LinkedIn Sales Navigator tab.

As you compose a new email, the LinkedIn Sales Navigator Sidebar will automatically populate a record based on the last email address you add in the To field.

If a matching record is found, youll be able to see high-level profile information, and modules for Related Leads, Highlights, Recent Activity, and Get Introduced. Use this information to craft authentic emails with confidence!

You can also Save (leads) in Sales Navigator.

If Sales Navigator doesnt find a matching profile for an email address, you can still search for the right person.

Connect on LinkedIn via Sales Navigator and send LinkedIn messages

Youll also be able to Connect on LinkedIn and send LinkedIn messages without leaving your Inbox.

Click on Message to send a message via LinkedIn to a first degree connection, or click on InMail to send an InMail to someone whos not a connection yet.

Not connected on LinkedIn? Send a Connection Request right from the Sidebar.

Use any email address in your inbox to quickly access LinkedIn profile

When youre composing an email or in an existing thread, youll see a LinkedIn icon next to any email addresses.

Click on the LinkedIn icon to open the LinkedIn tab and see the matching profile. If theres no match, youll be able to search for one.

Handy tip: You can use this feature to validate that you have the right email address.

Add LinkedIn Sales Navigator touches to your Campaigns

Add LinkedIn Sales Navigator touch types to your Campaigns and take actions directly from the Campaigns To-do list!

As youre creating a Campaign, you can add touches where you Connect on Sales Navigator or send an InMail on Sales Navigator.

Onceyou'veadded recipients to your Campaign, any LinkedIn Sales Navigator touches will appear within your to-do list within the Campaigns tab of the Yesware Sidebar.

We automatically detect whenyou'vecompleted a LinkedIn Sales Navigator touch, advancing your recipient to the next touch of your Campaign and syncing the completed task to Salesforce.

Enable or Disable the LinkedIn Sales Navigator Integration from Preferences

Th LinkedIn Sales Navigator tab is defaulted as ON.

The LinkedIn Sales Navigator integration is defaulted to ON. This means that: (1) the LinkedIn Sales Navigator Sidebar is enabled and (2) LinkedIn Sales Navigator touch types are available when creating a Campaign.

To change your preferences, go to Yesware (at the top left of your inbox). Then click on Preferences. Toggle LinkedIn Sales Navigator ON/OFF under the Integrations section.

Are you a Yesware account admin? You can also turn ON/OFF the Linkedin Sales Navigator integration for your account under Global Policies at .

You can also manage per-user policies from Users and Teams.

Response Insights offers data-backed suggestions to improve the predicted reply rates of your messages. You can learn all about the algorithm here. Please note, this BETA feature is only available on Gmail.

You can remove the Insights widget from the compose window by turning it off in your preferences.To do so, go to the Yesware menu at the top left of your Gmail inbox and select "Preferences." Navigate to the Inbox section, scroll down to the Response Insights -- Composer Widget, and toggle it to the "Off" position.

Please note, removing the widget from your compose window will not remove the Response Insights tab from your Yesware Sidebar. You will still be able to manually click the tab to view your email grade.

Mail Merge allows Team and Enterprise users to create personalized emails that can be sent out to up to 200 recipients at a time.

To start a Mail Merge:

1. Click the green Mail Merge icon in your Outlook ribbon.

2. Select the Start New Mail Merge option. A new window will open, in which you can name the campaign and start uploading the CSV.

3. Upload your recipients or import recipient list from Salesforce.

Yeswares Mail Merge uses CSV files to populate your emails with data. You can create a CSV file in Excel.

Please ensure that the first column in your CSV file is Email.Whatever you title each column will determine the name of the field when creating your Mail Merge.

Once you have uploaded the CSV file, the recipient list will be shown in Outlook. If you need to make any changes, you can double click on the spreadsheet cell to edit the information.

4. Add/Create the content of your stages.

You have the ability to draft a new message in the Compose window or select one of your templates.

When creating your email from the Mail Merge screen, use the column names as your merge fields, using the {!columnname} format.NOTE: this is case and space sensitive. If you are using anexistingtemplate, make sure that the columns in your CSV match the {!columnname} in the template.

Use the Preview button to see how each email will read for your recipients.

5. Once you are all set, finalize the mail merge by clicking "Send".

To measure the success of individual campaigns, click the Mail Merge button in your Outlook Ribbon and choose the All Mail Merges option.

Please Note:

Your email provider may have daily message limits and, as Mail Merge is sent directly from Outlook, it will contribute to these limits.

In order for us to process your Mail Merge, you must keep your Outlook open (except for office 365 and Gmail backend users). If you lose Internet connection during this process, Mail Merge will resume next time you are online.

Multi-Stage Mail Merge is available for Gmail and Office 365 backend users only.

If we detect a bounce message when emailing a recipient, we will not count that as a reply.

We will record that a bounce was received on the Tracking Report in your Yesware account. Just click on the subject line of the email message and you'll be brought to more detailed reporting.

If you are on the Enterprise plan with Salesforce Sync enabled, we will sync the bounce notice into Salesforce.

Understanding whats effectiveisn'talways easy. Closed deals and tangible results are good for measuring success, but theydon'tanswer the question of how you got there. Having clear insight into the sales process as well as individual and team performance speeds up and fine-tunes your selling. Thats why weve built a suite of reports to give our users the insight you need to thrive.

New to Yesware? Sign up for a free trial!

This article contains the following topics:

Email Activity Report

Templates Report (by User and by Template)

Recipient Engagement Report (Beta)

Personal Tracking Report

Reports Downloads

Campaigns Dashboard

Salesforce Reportingand Dashboards

Email Activity Report

With the Email Activity Report, we put the data in your hands to help you make real connections even faster.

The activity report provides an overview of howyou'vebeen using Yesware to communicate with your prospects. All team members are able to view team performance stats to learn from one another and improve together. Not only does it give team leaders an easy-to-read view of team tracking performance, but it also allows all team members to view the email activity (including Sends, Open %, and Reply %) of the other members of their team(s). This information can be easily sorted and reporting periods can be specified to provide critical, granular insights.

Templates Report by User

Sales is a team sport, and where one salesperson succeeds - everyone succeeds. That's why we think youll love this Report. The Templates Report by User provides a quick overview of the usage and performance for personal and team templates. The report breaks down template usage by individual user, so sales leaders can guide their team strategy and individual team members can see how their colleagues work - and how their own performance stacks up.

Templates Report by Template

The Templates Report by Template provides a quick overview of the usage and performance of specific, individual personal and team templates. The report breaks down template usage by each template, so sales leaders can determine which templates are performing well and which could use a little work, and individual team members can see which templates their colleagues are using successfully and follow suit.

Recipient Engagement Report

The Recipient Engagement Report is a Beta report outlining how engaged each of your recipients has been with your emails to help you determine where to spend your valuable time. This report summarizes for each recipient how much they have interacted with the content you are sending to them. You no longer have to rely on individual email tracking to try and build the bigger picture for each individual recipient.

Personal Tracking Report

The Tracking Report details your outbound prospecting performance in an easy-to-read graph with details including emails sent, emails tracked, and open / reply statistics. The personal version of the tracking report allows you to filter, sort, and search your full email tracking history while also giving you a quick-view of your past 30 days. Using the filtering, you can see a full history of your communications with specific prospects as well as their history of how they interact with your messages. By clicking on the subject line of the message, you can find more detailed report, including the location and IP address associated with the event.

Report Downloads

The Report Downloads lets you download CSV reports for email activity and Templates of both you and your team.

Campaigns Dashboard

Users on the Premium and Enterprise plans have access to our Campaigns Dashboard. In the Campaigns dashboard, you can easily find the Open, Click, and Connect rates for each Campaign at the overall Campaign level. By clicking into each Campaign, you can see these stats for the individual touches that make up the entire Campaign.

Salesforce Reporting & Dashboards

Users on our Enterprise plan have access to our full integration with Salesforce. Well automatically capture all of your Yesware activity, associate it with the correct contact or lead, and store that information in your Salesforce account.

Since we standardize the way that we log our data, it becomes quick and easy to use the Salesforce reporting tools to see exactly how each individual prospect has progressed over time from initial contact to closed deal using Yesware data. We package a few sample reports, but there are no limitations to what you can use this data to discover.

All users can view reporting for all the members of teams that they belong to and their own personal reporting.Reports are particularly valuable for:

Team Leaders, who need an easy-to-read summary of their teams performance

Team Members, who want to see howthey'reperforming relative to their peers and learn from their colleagues.

Having clear insight into the sales process as well as individual and team performance speeds up and fine-tunes your selling. If you have any questions or concerns regarding the visibility of reports, please reach out to our Customer Support team by using the "Submit a Request" form.

Yesware offers the ability to download email activity for up to 365 days.The activity report provides a quick overview of howyou'vebeen using Yesware to communicate with your prospects and you can pull the report for you or for your teams. The exported report will show the number of emails sent, open and reply rates, and CRM sync data.

The CSV report will show the data range, including when the data was last refreshed, as well as the following metrics:

Number of Emails Sent - The total number of messages sent from my Yesware email account. This includes emails sent as part of a Campaign, Mail Merge or using the Send Later feature.

Number of Emails Tracked - The total number of messages sent with Open Tracking or Attachment tracking turned on. If a message tracking option is turned off in the future, it will still be included in this metric.

Open Percentage Rate - Of all tracked messages sent, the fraction of messages that received at least one open, or link click, or presentation/attachment view, or reply.

Reply Percentage Rate -Of all tracked messages sent within a given thread, the fraction of messages that got at least one reply back. A reply is defined as an inbound message with a corresponding outbound tracked message on the same thread.

Number of Emails Sent to CRM Enabled - The total number of messages sent with the CRM box checked or Sync to Salesforce box checked.

Percent of Emails Sent to CRM Enabled -The fraction of messages that are sent with CRM enabled out of the total numbers of emails sent. This includes messages that are sent tracked or untracked.

Yesware offers the ability to download Template activity for up to 365 days.The Templates report shows you the template performance of all members of you and your team(s). It shows the number of unique templates sent, the number of tracked emails sent with at least one template inserted, the percentage of those tracked emails that are opened and the percentage that receive a reply. This information can be easily sorted and reporting periods can be specified for more deliberate searching.

The CSV report will show the data range, including when the data was last refreshed, as well as the following metrics:

Templates used - The number of unique templates inserted into emails that were sent with tracking.

Number of Emails Tracked with a template - The total number of tracked emails sent that included at least one template.

Open Percentage Rate - Of all tracked emails that included at least one template, the percent of messages that received at least one open.

Reply Percentage Rate - Of all tracked emails that included at least one template, the percent of messages that received at least one reply.

Email Activity Report

When looking at your email activity data in the Email Activity Report, you have the option to manipulate the data tosee all data pertaining to your own tracked email activity, as well as that of your teammates. View sent, open, and reply rates for both you and your teammates and sort by reporting period, team, and metric to learn as much as you can so that you and your teammates can improve together. Please note, this report includes both tracked and untracked messages.

In addition to filtering and sorting by date ("Reporting period"), group of users on a specific team ("Filter users by"), and metric ("Sort by"), we also offer Advanced filters to help you include or exclude certain data points.

By default, we include your own data in the reporting, however, some managers find it helpful to exclude their own data. To do so, click the "Advanced filters" button and select the check box to exclude "My Data."You will not see your name in the table or in the summary in the top. In addition, your stats will not be included in the all teams average.

Want to exclude users without any email activity? Simply select the "Advanced filters" option and check the box to exclude "Users Without Activity."You will not see in the table the name(s) of users who haven't sent any emails in the period selected.

By default, we excludeemails sent to colleagues (colleague emails refers to emails sent to people with the same domain as you) from the data, however, if you'd like to include those emails and events, select the check box to include "Colleague Emails."The emails sent and emails tracked will then include emails sent to only colleagues, increasing the numbers in the table. In addition, the open percent and reply percent will include colleague opens and replies.

Template Reports

Templates Reports (By User and By Template)

The give you the ability to view all data pertaining to your and your teammate's Templates use, including sent, open, and reply rates. Sort by reporting period, team, and metric to learn as much as you can about template use so that you and your teammates can improve together. Like the Email Activity Report, in the Templates Report by User, you will see your overall performance stats and those of your teammates at the top of the report, giving you quick and profound insight into how your templates are performing and where theres room for improvement. In the Templates Report by Template, you will be able to determine which Templates are most successful and which could use a little work.Please note,these reports include both Personal and Team templates, but only those sent in tracked messages.

In addition to filtering and sorting by date ("Reporting period"), group of users on a specific team ("Filter users and data by"), and metric ("Sort by"), we also offer Advanced filters to help you include or exclude certain data points.

By default, we include your own data in the reporting, however, some managers find it helpful to exclude their own data.To do so, click the "Advanced filters" button and select the check box to exclude "My Data."

On the Templates Report by User, want to exclude users without any Template activity? Simply select the "Advanced filters" option and check the box to exclude "Users Without Activity."

On the Templates Report by Template, prefer to exclude Templates that haven't been used?Select the "Advanced filters" option and check the box to exclude "Templates Without Activity."

By default, we are including in the reports all the templates you have in your Personal folders and all the templates that your teammates have in their Personal folders, as well as Team Templates. If you'd prefer only to look at the data for shared Team Templates, you may exclude any Personal Templates usage by clicking the box to exclude "Personal Templates Usage."

By default, we excludeTemplates sent to colleagues(colleague emails refers to emails sent to people with the same domain as you) from the data, however, if you'd like to include those numbers, select the check box to include "Colleague Emails."

When looking at the Email Activity and Templates Reports, you have the option to view the data during various pre-determined time periods, for example, the last 7 days, or during a custom date range of your choosing. To view custom date ranges from the "Reporting period" filter, you can either directly click on the calendar and select the date range you'd like to see, type the date range into the date boxes, orclick the "Custom" option and select on the calendar the date range you'd like to see. After making your selection, either click "Done" or click outside of the drop-down for the date range to update in the table.Please note, for custom ranges, we are only able to display data beginning January 1st, 2018.

There are a number of ways you can access Yesware's Reporting. For both Gmail and O365 users, you can go directly to our app site and navigate to the "Reports" section of the left hand menu.

For Gmail users, reporting can be found right within your inbox. Simply select the "My Reports" button at the top of Gmail.

Gmail users can also access reporting by clicking on the Yesware drop down menu at the top of Gmail and selecting the "My Reports" option.

If you are using O365, click the "Menu" tab of the Yesware Sidebar. From there, select "Reports."

The Templates Report byTemplate provides anoverview of the usage and performance of specific, individual personal and team templates. The report breaks down template usage by each template, so sales leaders can guide their team strategy and individual team members can see which templates their colleagues might be using successfully.It shows the name of the unique templates sent, the number of tracked emails sent with that template inserted, the percentage of those tracked emails that are opened, and the percentage that receive a reply. This information can be easily sorted and reporting periods can be specified for more deliberate searching.

The report includes when the data was last refreshed, as well as the following metrics:

Template- The name of each unique template.

Users - The total number of users who sent tracked emails that included that individual template.

Open Percentage Rate - Of all tracked emails that included that individual template, the percent of messages that received at least one open.

Reply Percentage Rate - Of all tracked emails that included that individual template, the percent of messages that received at least one reply.

The Templates Report by User provides a quick overview of the usage and performance for personal and team templates. It allows all team members to view the template performance of all members of their teammates. It shows the number of unique templates sent, the number of tracked emails sent with at least one template inserted, the percentage of those tracked emails that are opened and the percentage that receive a reply. This information can be easily sorted and reporting periods can be specified for more deliberate searching.

The report includes when the data was last refreshed, as well as the following metrics:

Templates used - The number of unique templates inserted into emails that were sent with tracking.

Number of Emails Tracked with a template - The total number of tracked emails sent that included at least one template.

Open Percentage Rate - Of all tracked emails that included at least one template, the percent of messages that received at least one open.

Reply Percentage Rate - Of all tracked emails that included at least one template, the percent of messages that received at least one reply.

The Email Activity Report puts the power in your hands to see all data pertaining to your own tracked email activity, as well as that of your teammates. View sent, open, and reply rates for both you and your teammates andthis information can be easily sorted and reporting periods can be specified for more deliberate searchingso that you and your team can improve together.

The report includes when the data was last refreshed, as well as the following metrics:

Number of Emails Sent- The total number of messages sent from your Yesware email account, regardless of tracking turned on/of, from any browser or device regardless of extension installed. This includes emails sent as part of a Campaign, Mail Merge, or using the Send Later feature.

Number of Emails Tracked- The total number of messages sent with Open Tracking or Attachment tracking turned on. This includes emails sent as part of a Campaign, Mail Merge, or using the Send Later feature. Please note,if a message tracking option is turned off in the future, it will still be included in this metric.

Open Percentage Rate- Of all tracked messages sent, the fraction of messages that received at least one open.

Reply Percentage Rate-Of all tracked messages sent within a given thread, the fraction of messages that got at least one reply back. A reply is defined as an inbound message with a corresponding outbound tracked message on the same thread.

No. If we detect an Out of Office auto-reply message when emailing a recipient, we will not count that as a reply in the Email and Template Activity reports.

Welcome to Yesware! To help you get the most out our features, we've pooled together links to our most handy tips and how-to guides.

Salesforce Calendar Sync

Email Tracking

Email Tracking101 -Click here to learn how Yesware tracks emails and links, so you always know what happens after you click send.

Analytics And Reports -A guide to the information you'll find in your Yesware Tracking Reports.

Time Saving Tools

Email Templates -Templates are messages thatyou'vesaved 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 needed it.

Campaigns -Campaignsallowsyou to stay on task and maximize your outreach through multi-touch campaigns that you can manage right from your inbox. Click here to find out how.

Salesforce Integration

Salesforce Sync+ Sidebar - When using Send with Yesware, you can automatically capture activity data on every email sent, opened, link click, replies, and scheduled calendar events to the correct Salesforce record. The Salesforce Sidebar in your inbox shows you recent contact activity and allows you to create new Salesforce tasks, right in your inbox.

-Yeswares Salesforce integration goes deeper than your emails - we let you sync your calendar events (and event updates) directly into Salesforce eliminating the need for manual data entry!

The Book A Time feature provides reps with a complete automated workflow for booking meetings with customers and prospects. Yeswares Book a Time eliminates the back and forth emails in booking a meeting and provides recipients with a list of available times on your Calendar.

permissions to edit

To suggest a time for a meeting, open a new email message and click on the calendar icon at the bottom of the compose window to launch the Book A Time window.

The window will load your calendar and allow you to click and drag to indicate the times you'd like to offer your recipient. Give your meeting a title and specify a meeting length, location, and description. When a recipient books the meeting, all of these fields will populate onto the calendar invite.

By default, Book A Time will display your calendar. Using the "Book on Calendar" dropdown, you can switch to another calendar that you have . This lets you schedule meetings on those calendars.

When you have finished setting the parameters for this individual meeting, click "Insert Times." The available time slots will then be inserted into the email message you were composing and a link the recipient can click on to schedule will be included as well. When you send this message, your recipient will be able to click the link that says "Click here to schedule a meeting." They will be brought to a landing page where they can select a specific time to meet from all the times that you have offered. Only time slots that are still available (not busy) on your calendar will be displayed on this landing page.

When a recipient selects a time, they will receive a calendar invite for the meeting, and the meeting will automatically show up on your Google calendar. Thenew calendar event will invite all the people who were on the original email that you included the Book a Time link in. Anyrecipients on the cc list of the original email will beadded as optional attendees.

You will also receive an email from "Yesware Book a Time" to indicate that you have a new meeting scheduled.

If you are on our Enterprise plan, the meeting events will automatically sync to Salesforce, assuming the recipient is in your Salesforce environment.

To suggest a time for a meeting, open a new email message and click on the calendar icon at the bottom of the compose window to launch the Book A Time window.

permissions to edit

The window will load your calendar and allow you to click and drag to indicate the times you'd like to offer your recipient. Give your meeting a title and specify a meeting length (make sure your meeting duration is at least the same duration as the blocks of times you select on your calendar), location, and description. When a recipient books the meeting, all of these fields will populate onto the calendar invite.

By default, Book A Time will display your calendar. Using the "Book on Calendar" drop-down, you can switch to another calendar that you have . This lets you schedule meetings on those calendars.

When you have finished setting the parameters for this individual meeting, click "Insert Times" in the bottom left. The available time slots will then be inserted into the email message you were composing and a link the recipient can click on to schedule will be included as well. When you send this message, your recipient will be able to click the link that says "Click here to schedule a meeting." They will be brought to a landing page where they can select a specific time to meet from all the times that you have offered. Only time slots that are still available (not busy) on your calendar will be displayed on this landing page.

When a recipient selects a time, they will receive a calendar invite for the meeting, and the meeting will automatically show up on your Google calendar. Thenew calendar event will invite all the people who were on the original email that you included the Book a Time link in. Anyrecipients on the cc list of the original email will beadded as optional attendees.

You will also receive an email from "Yesware Book a Time" to indicate that you have a new meeting scheduled.

If you are on our Enterprise plan, the meeting events will automatically sync to Salesforce, assuming the recipient is in your Salesforce environment.

Uploading a .CSV to a Campaigns requires aPremiumorEnterpriselevel plan

Using the Salesforce Sync with Campaigns requires anEnterpriselevel plan

Campaigns is availableusing eitherGmailorO365

Yesware users can add recipientsto their campaigns by Uploading a CSV file of recipient information or manually typing information into the recipient table (you can add columns and rows to include more data). 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.

Recipient lists are limited to 1000.

Uploading a CSV:

Gmail

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.

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 in 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 Salesforce" 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 Salesforce" 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 for 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 O365 and.

To manually remove a recipient from a Campaign, first use the Search bar at the top right of the Campaigns dashboard to search by name, email, or domain across all of your Campaigns if you're not sure which Campaign they would be on.

Gmail

Once your recipient appears, click on the name of the Campaignthat they are on and you'll be brought to the Manage Recipients view. From there, select the check box next to the name of the recipient and click the "Remove" button in the bottom right.

Alternatively, if you already know which Campaign your recipient is on, find that Campaign in your dashboard and hover over it, then select the "Manage Recipients" button that appears.

This will then take you to the Manage Recipients view. You can either scroll through to find the recipient you'd like to remove or use the search bar on this page to find them. Once you do,select the check box next to the name of the recipient and click the "Remove" button in the bottom right.

To remove multiple recipients at one time, simply select multiple check boxes before clicking "Remove."

For more information regarding Campaigns, check out our How-to Guide for O365 and.

Yes! You can share your Campaigns with other members of a team you are on, similar to template sharing. Please keep in mind when you share a Campaign, your team members are able to use the content of your Campaign but will not be able to access or manage your recipients. You can share a Campaign by clicking on the Campaign you'd like to share and then select "Share" in the bottom right.

From there, you'll be able to select which team(s) you want to share your campaign with from the team picker.

Any Campaigns submitted by Team Leaders and Team Members will be added to the Campaigns dashboard for use by all team members immediately, though they may need to refresh their inbox.

Yesware's presentation tracking feature gives you valuable insight into how engaged your audience is with your content.

Youllbecome more efficient at prospecting new leads and communicating with clients.

Not a Yesware user yet? Try a free trial.

How it works

You can track a presentation by adding a.pdf, .ppt, or .pptx document through our tracked attachment (green paper clip icon) option at the bottom of the Gmail compose window. Please note, both O365 and Gmail users can track presentations with Template Attachment Tracking.

You will be presented with options for asking recipients to enter their name and allowing downloads.

The presentation will be added to the email via a stylized link. Once the recipient opens and views the presentation, you will be notified through the Yesware Activity Feed at the top of Gmail.

The tracked presentations are indicated with a iconin the Activity Feed.

You will be able to view the presentation reports by selecting the presentation name in the right section of the Activity Feed for the message. The report will include a summary of how many people were sent the presentation, how many views the presentation received, and the average time spent viewing the presentation.

We also provide engagement per page and per user. Details such as pages viewed, downloaded, and time of last viewing of the presentation are broken out by user. We show the user's name (if you selected to ask their name), the device, and IP location.

Alternatively, you can find the presentation report in the top right corner of the original email.

If you are on the Enterprise plan with Salesforce sync enabled, the presentation view report will be synced to Salesforce.

Mail Merge is getting an update! Its called Campaigns and its smarter than ever. Check out our Getting Started guide to learn more about Campaigns.

Send personalized emails to up to 200 people at a time and automate follow-ups.

Mail merge lets you extend your email efforts, allowing you to:

Send personalized messages to hundreds of prospects at once from your email account

Save hours of time by scaling outreach while maintaining one-to-one messaging

Sync with your CRM, track real-time engagement, launch multi-stage drip campaigns

New to Yesware? Sign up for a free trial!

This article contains the following topics:

How Mail Merges work

Creating a Mail Merge campaign

Adding prospects to your campaign

Adding content

Setting Up a Drip Campaign to Automate Follow-Up Emails

Sync Campaign With Your CRM

Your Mail Merge campaign report

Re-using your Mail Merge campaign

How it works

Unlike marketing automation platforms, Yesware sends each stage of the mail merge directly through your Gmail account, making a mail merge email indistinguishable from an ordinary 1:1 email.

Not just for sales reps, Mail Merge is commonly used by:

Account managers to send product update newsletters

Account executives to send event invitations

Managers to send tracked memos to groups ensuring individuals read and engage

For example, its a great tool for setting up a nurture campaign within your Gmail account to re-engage leads from a previous quarter with collateral. This feature can also track recipient actions like email opens and link clicks and automate follow-up depending on how each recipient engages.

Create a New Mail Merge

To start a Mail Merge, click the Mail Merge option at the top of your inbox:

personalized approach

You will be brought to a page that lists all your past campaigns, with statuses and metrics including emails opened, clicked, and replied to. Once you are on this page, select the blue New Mail Merge button in the top right corner.

Next, name your campaign. Note for multi-stage mail merge campaigns: By default, when sending follow-up emails Yesware will re-use the subject line of the previous stage and append RE: to thread your follow-ups as replies. Uncheck the "Send each stage as a reply" option if youd like follow-up emails to start a new thread.

Adding prospects to your Mail Merge

Next, add your recipients. You can select from a Salesforce list view or upload a CSV file to add recipients.

Salesforce List View

Click the drop-down and choose from the available lists. This will copy the contacts or leads in the list to your recipient list.

To view your current lists in Salesforce:

Log into your Salesforce account.

Select the Contacts or Leads tab.

Use the View drop down menu to select a list.

Click Go to see the contact list and fields for the selected view.

To create a new list view:

Log into your Salesforce account.

Select the Contacts or Leads tab.

Click Create New View.

From there, you can set up a new view using filters and select which fields youd like to be displayed in the list. Once saved, the new view can be retrieved in Yesware. Note: Yesware will only pull this list once at the start of the mail merge, and so follow-up stages will use the same information even if you later update these contacts in Salesforce.

Upload a Comma Separated Value (CSV) File

To create a CSV file of your recipients, you can use Excel or another spreadsheet application. Click here to access the file from the example below. Then, choose Download to edit your own copy.

Or, if you want to start from scratch:

Create a new spreadsheet.

Add columns for each piece of data that youll want to include in your mail merge. The title for each column will determine the name of the template placeholder when creating your Mail Merge.

Note: The first column of your spreadsheet must be Email

In Excel, choose File > Save As. Change the format to Comma Separated Values (.csv). After pressing Save, Excel may warn you about features not working in the selected format that is not a problem (A CSV file is just a text file with column names and field values separated by commas).Also be aware of the fact that CSV files do not support formulas in Excel spreadsheets.

Personalize Your Gmail Mail Merge to Each Recipient

Your mail merge campaign will be the most effective when you tailor each recipients content. Read our blog post to learn 6 specific techniques for email personalization.

Editing the Recipient List

Once you have uploaded the Salesforce list or CSV file, the list will be shown in Gmail. If you need to make any changes, you can double click on the spreadsheet cell to edit the information.

Note: Changes made to a Salesforce list in Mail Merge will not be synced back to Salesforce.

Add Your Content

You can draft a new message in the Compose window or use one of your templates. Remember that in Mail Merge, placeholders must match your column names from your Recipient List.

If your templates placeholders differ, then the datawon'tmatch up. For example, you might use {!Contact.FirstName} in your typical 1:1 template, but as in this example you need to use the column name from the spreadsheet mentioned earlier: {!First Name}.

Note: Placeholders are both case and space sensitive. So {!First Name} does not equal {!first Name} or {!FirstName}. Placeholders must match the column names exactly.

Note: Make sure that thereisn'ta blank space at the top of your email, as this may trigger a warning saying body text is missing.

Youll also need to include your email signature, as Yesware Mail Merge cannot pull your signature from Gmail. To do this, open Gmail in a new browser tab, choose Compose new email, and then copy your signature and paste it back into the tab with your Mail Merge.

To check that your placeholders are being filled with the right data, click Preview to see how your content will look to each recipient.

You can now personalize and edit the message for specific recipients. To do so, use the "Edit" option next to Email Body. This will be available on the "Preview" section.

Need inspiration for an effective cold email template? Here are four winning approaches.

Next, choose when to send your mail merge.

Note: The scheduled time you choose must be at least one hour into the future.

Onceyou'veselected a time, press Send and you will see a confirmation message that your mail merge has successfully been scheduled.

Set Up a Drip Campaign to Automate Follow-Up Emails

Click + Add Stage to create an automated follow-up email right from your Gmail account. You can add up to 9 follow-ups for a total of 10 stages.

You can select from the drop-down under what conditions the follow-up should be sent: the recipient hasnt replied, the recipient didnt open the previous stage, or the previous stage sent without a problem (it didnt bounce). Next, choose how many days later to send the follow-up.

Sync Campaign With Your CRM

Under Finalize Mail Merge, you can CC or BCC every email in your mail merge to specified addresses. If you are using a non-Salesforce CRM, you can enter the unique BCC address for your CRM to make sure that all outbound Gmail messages are sent to your CRM.

For Enterprise users, the mail merge emails as well as replies received can be synced to the Salesforce Activity History for matching contacts/leads. For the sync to occur, the Send to Salesforce option must be checked off prior to finalizing the mail merge.

Finally, check the box acknowledging Gmails daily message limits and hit Send!

The Mail Merge Report: View Recipient's Opens, Clicks, Replies.

Clicking Send will return you to the main screen, where you can view the status of the merge you just created as well as your past merges. Here you can view the Open, Click, Reply and Bounce rates for the mail merge.

Clicking on a row will bring up the detailed view with info on each recipient. If you need to cancel sending, click the button at the top to stop the mail merge. Click Export CSV to save a copy of this report.

Scroll to review your follow-up stages, and optionally remove specific contacts from receiving a follow-up email.

Note: In rare cases, a recipients reply may not be detected. This can happen when the recipient makes changes to the body text or subject line when replying, causing Gmail to think their reply is actually a new email thread. In this case, youll need to enter this Mail Merge Detail View to manually remove the recipient.

How to Re-Use a Mail Merge Template

You may have noticed the Save as Template button on the front page of the Mail Merge application. Click this button to save the campaign as a template. For example, a rep might use this same 3-touch campaign for the new leads they receive each Tuesday.

Click Save as Template, which will bring you to the Mail Merge Templates tab. Then, click the pencil icon to edit the name. Once you save, select Use Template to start a new mail merge using this template.

You can also create a mail merge template from scratch by using the blue New Mail Merge Template option under the Mail Merge > Mail Merge Template page. Mail Merge Templates are a Yesware Labs feature. We've recently launched the ability to share mail merge templates.

Team Managers can now share mail merge templates across the team and edit team templates. To do so, click the Mail Merge Templates section of the Mail Merge page.

From there, locate the Mail Merge Template you'd like to share and choose "Copy" and select the team you'd like to have access to the template. You can learn more about Mail Merge Templates here.

Your Turn.

Mail Merge is a great way to scale your activity. Adding a personal column to your CSV file lets you send more emails while maintaining a to communicating with each prospect.

Mail Merge is a useful tool for prospecting, nurturing leads, sending event invitations, distributing newsletters and tracking internal memos.

Lastly, Mail Merge Templates let you identify your most teams successful emails and opens up the content as templates for each of your reps to use.

Mail Merge is getting an update! Its called Campaigns and its smarter than ever. Check out our Getting Started guides to learn more about Campaigns.

You can save past mail merges as a template using the "Save as a Template" option to the right-side of the mail merge. This will allow you to easily craft a mail merge to a new group of recipient using the same content and schedule you have done in the past. You can also create a mail merge template from scratch by using the blue New Mail Merge Template option under the Mail Merge > Mail Merge Template page. Mail Merge Templates are a Yesware Labs feature.

New to Yesware? Sign up for a free trial!

This article contains the following topics:

Share Mail Merge templates with your team

Add Recipient to Mail Merge From Salesforce

Add Recipient to Mail Merge From Your Inbox

Share Mail Merge templates with your team

fields

We've recently launched the ability to share mail merge templates. Team Managers can now share mail merge templates across the team and edit team templates. To do so, click the Mail Merge Templates section of the Mail Merge page.

From there, locate the Mail Merge Template you'd like to share and choose "Copy" and select the team you'd like to have access to the template.

You may also use the "Edit" option to review and update the content. Mail Merge and Mail Merge Templates are available on ourPremium and Enterprise plans.

Add Recipient to Mail Merge From Salesforce

Customers on our Enterprise plan can use Mail Merge Templates for individual recipients.

Select the "Add to Mail Merge Template" option at the top of the Contact or Lead page in Salesforce.

Choose theMail Merge Template you'd like to use.

Review the send dates and times and message content for all stages.

When you are ready to send or schedule the mail merge, click Start.

Add Recipient to Mail Merge From Your Inbox

You can easily add a recipient to a mail merge from within your inbox. To do so, select the mail merge template you'd like to use and click the blue "Add Person" option. From there, you can search Salesforce or manually enter the email, name and any other applicable .

The Book A Time feature provides reps with a complete automated workflow for booking meetings with customers and prospects. Yeswares Book a Time eliminates the back and forth emails to book a meetingand provides recipients with a list of available times on your Calendar. The feature is availableon all plans of Yesware for Gmail.

New to Yesware? Sign up for a free trial!

This article contains the following topics:

Accessing the Book A Time feature

Selecting available times

Booking the meeting

permissions to edit

To suggest times for a specific meeting, open a new email message and click on the calendar icon at the bottom of the compose window to launch the Book A Time window.

The window will load your calendar and allow you to click and drag to indicate the times you'd like to offer your recipient for this individual meeting. Give your meeting a title and specify a meeting length, location, and description. When a recipient books the meeting, all of these fields will populate onto the calendar invite.

By default, Book A Time will display your calendar. Using the "Book on Calendar" dropdown, you can switch to another calendar that you have . This lets you schedule the meeting on those calendars.

When you have finished setting the parameters for this individual meeting, click "Insert Times." The available time slots will then be inserted into the email message you were composing and a link the recipient can click on to schedule will be included as well. When you send this message, your recipient will be able to click the link that says "Click here to schedule a meeting." They will be brought to a landing page where they can select a specific time to meet from all the times that you have offered. Only time slots that are still available (not busy) on your calendar will be displayed on this landing page.

When a recipient selects a time, they will receive a calendar invite for the meeting, and the meeting will automatically show up on your Google calendar. Thenew calendar event will invite all the people who were on the original email that you included the Book a Time link in. Anyrecipients on the cc list of the original email will beadded as optional attendees.

You will also receive an email from "Yesware Book a Time" to indicate that you have a new meeting scheduled.

If you are on our Enterprise plan, the meeting events will automatically sync to Salesforce, assuming the recipient is in your Salesforce environment.