Please note - this article pertains to our COM add-in for Outlook, not the O365 add-in for Outlook.
Templates are at the core of Yesware – they let you create personal, customized messages for every stage of your outreach process. At their most basic, templates are messages that you’ve saved to your Yesware account that you can use for future emails.
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This article contains the following topics:
- Creating a Template
- Sharing a Template
- Template reporting
Creating a Template
Using templates, you can send rich, complete emails to prospects in a fraction of the time it would take to draft that message each time you needed it.
To create a Template, go to Yesware > Menu > Manage Templates.
If you're a Yesware Enterprise user, you can + Salesforce Fields that will populate dynamically based on the matching Contact/Lead record in Salesforce.
Go to compose an email and add an email address. Then, click on Add Template. Once you select a Template, any Salesforce Fields (if there is a matching Salesforce record) will fill in automatically! Make any tweaks, then Insert the Template.
To add an image to a template, you'll need to host your images in a public-facing place like imgur.com. You can read our guide on using images in templates here.
Team Template Sharing
Yesware helps teams streamline their email communications with Team Template Sharing.
Our Team and Enterprise plans include a centralized team template library where you can collaborate and share the most effective templates with your team. To move your personal templates to the team categories, go to Yesware > Menu > Manage Templates.
Alternatively, you can head to your Yesware account to Manage Templates.
The more insight you have into your emails, the easier it is to improve them to see better results.
We built Template Reporting to help you understand 1.) how you’re using templates and 2.) how your recipients are interacting with them.
You can access reporting by clicking on the Report Downloads section of Yesware. From here, you can view your Template Activity Report.
Reporting can help you identify which messaging works with recipients so that you can send smarter emails.