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What is Yesware?
How do I install Yesware?
What browsers and operating systems does Yesware support?
Plans and Pricing
Free User FAQs
Does Yesware offer a free plan?
Why do I receive trial activation prompts for multiple email accounts?
How do I add colleagues to my account?
What is the Activity vs. Engagement report?
Where can I find my BCC address in Salesforce?
How can I search for emails in the dashboard?
What is the Yesware Dashboard?
Where can I find all of my reminders in one place?
How does Yesware email tracking work?
What is a "tracking event"?
What does my recipient see when I send an email using Yesware?
What are Yesware templates and how do I create them?
How do I edit or delete existing templates?
How do I use placeholders in templates?
Can multiple people on my team share templates?
How do I set up a team in Yesware?
What is the manager 1-on-1 report?
What are Yesware Reminders?
How do I use Yesware Reminders?
Can I edit existing reminders?
Yesware's Send Later
How do I use Send Later?
What is Send Later?
Can I edit my scheduled email after scheduling it?
How can I track a presentation?
Which tiers/plans include presentation tracking?
How can I view a recipient's engagement?
How do I add stages to my Mail Merge?
How can I view mail merge reports?
How do I create a CSV in Excel to use with Mail Merge?
How does the Yesware Sync Selector work?
What versions of Salesforce are compatible to sync with Yesware?
How do I create a Salesforce contact or task from within the Salesforce Sidebar?
How do I enable the Salesforce Sidebar?
Which Yesware tiers include the Salesforce Sidebar?
How do I create a new Contact or Lead from the sidebar?
What is Yesware calendar sync?
How do I use Yesware calendar sync?
Can Yesware sync Recurring Events?
Click to Call Feature
What is Click to Call?
How do I turn on Click to Call in Salesforce?
How does Yesware get the phone numbers?
Yesware for Outlook
What features are available in Yesware for Outlook?
What versions of Outlook does Yesware support?
What type of mail server can I use with Yesware for Outlook?
Yesware for iOS
Does Yesware mobile work with Salesforce Sync?
What features are available on the mobile app?
How do I sync my contacts to the iOS app?