October 2020 Product Updates
GMAIL NEWSLETTER
My Dashboard
New to Reports - ‘My Dashboard’ is a one-stop shop that answers questions like, ‘How many recipients are engaging with my emails?’, ‘Are recipients interested in my content?’, and ‘Which recipient has engaged the most?’. View your key data insights, better understand your weekly performance, and get actionable insights in an instant.
‘My Dashboard’ also allows you to track your data trends by comparing the last 7 days with the previous 7 days and provides navigation to individual reports from the Dashboard. Check it out here.
Follow Up with Your Most Promising Prospects in Campaigns
We’re making it easier than ever to follow up with interested prospects in Campaigns! On the Recipients tab, you’ll now see each an Engagement Score for each recipient. This score reflects their level of interest, at a glance. To make the most of this feature, we recommend using the Engagement Score Quick Filter and ‘Move To’ function to isolate your most interested prospects and add them to a new or existing Campaign in just a few clicks!
See Meetings Booked in Campaigns Reporting
Want to see how many meetings your Campaigns are generating? Look no further than your Campaigns by User Report, which now includes a ‘Meetings Booked’ column. You can also take a look at which team members are booking the most meetings and how they’re doing it.
Zoom + Meeting Scheduler (Coming Soon)
Spending a lot of time on Zoom lately? Save time with Meeting Scheduler by using our Zoom integration! Connect your Yesware account with your Zoom account, and automatically add a Zoom link to your meeting invites.
OUTLOOK NEWSLETTER
My Dashboard
New to Reports - ‘My Dashboard’ is a one-stop shop that answers questions like, ‘How many recipients are engaging with my emails?’, ‘Are recipients interested in my content?’, and ‘Which recipient has engaged the most?’. View your key data insights, better understand your weekly performance, and get actionable insights in an instant.
‘My Dashboard’ also allows you to track your data trends by comparing the last 7 days with the previous 7 days and provides navigation to individual reports from the Dashboard. Check it out here.
Invite a Colleague
We’re making it easier than ever to invite your colleagues to join you on Yesware!
You can add colleagues in any of three simple ways:
- Use our pre-populated list of your most relevant colleagues and invite them to start a trial with a single click
- Copy our shareable link and paste it into emails, Slack, Microsoft Teams, etc.. (great for inviting large groups!)
- Enter their email address, click send and we’ll handle the rest!
Call Touches in Campaigns
You’re reaching out to your prospects in many different ways, so we hope you’ll enjoy the addition of Calls as a new touch type in Campaigns. When the time comes to make your call, we’ll prompt you in our new Campaigns sidebar and include your talking points. Once you complete the call, you can either keep your prospect in your campaign or remove them. Need help getting started with Campaigns? Join our weekly webinar!
Follow Up with Your Most Promising Prospects
We’re making it easier than ever to follow up with interested prospects in Campaigns! On the Recipients tab, you’ll now see each an Engagement Score for each recipient. This score reflects their level of interest, at a glance. To make the most of this feature, we recommend using the Engagement Score Quick Filter and ‘Move To’ function to isolate your most interested prospects and add them to a new or existing Campaign in just a few clicks!
Meetings Booked Column in Campaigns Reporting
Want to see how many meetings your Campaigns are generating? Look no further than your Campaigns by User Report, which now includes a ‘Meetings Booked’ column. You can also take a look at which team members are booking the most meetings and how they’re doing it.
Native Tracking (Rolling Out)
We’ve been hard at work with Microsoft on developing Native Tracking, which lets you send tracked emails using Outlook’s native send button. Just open a new email window, pin your Yesware sidebar open, and click send! This feature will be rolling out in waves based on the Microsoft App’s release schedule; if you’d like early access, reach out to support@yesware.com.
Zoom + Meeting Scheduler (Coming Soon)
Spending a lot of time on Zoom lately? Save time with Meeting Scheduler by using our Zoom integration! Connect your Yesware account with your Zoom account, and automatically add a Zoom link to your meeting invites.