Please note - this article pertains to our COM add-in for Outlook, not the O365 add-in for Outlook.
Welcome to Yesware for Outlook! To help you get the most out of all our features, we’ve pooled together links to some of our most handy tips and how-to guides.
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How to install Yesware- Learn the basics of how to install the Yesware add-in for Outlook.
Email Tracking 101- Learn how Yesware tracks emails, links and attachments, so you always know what happens after you click send.
Email Templates- Templates are messages that you’ve saved to your Yesware account that you can use for future emails. 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.
Mail Merge- Mail Merge lets you quickly send personalized emails to up to 200 people at once using your Outlook account so that you can reply directly from within Outlook. A great blog post on the functionality lives here.
Insert Availability - The Insert Availability tool in Yesware for Outlook allows you to select times to insert into you email so your recipients know when you are available. You can save yourself time by viewing your calendar right from your email and inserting proposed days/times directly into your message.
Salesforce Sync + Sidebar- Yesware’s sync to Salesforce feature automatically captures activity data on every email sent, opened, attachment download, and replies to the correct Salesforce record. The Salesforce Sidebar in your Outlook inbox shows you recent contact activity and allows you to create new Salesforce tasks, right in your inbox.