Campaigns requires a Premium or Enterprise level plan
Campaigns is available using our add-in within O365
One way to use Yesware's Campaigns function is to upload a CSV that contains the data that you'd like to merge into your emails. While this spreadsheet can be created manually, exporting a list from Salesforce can save you even more time!
1. Create a new Report in Salesforce. Depending on what information you're trying to pull together, this report could be based on Accounts, Leads, Contacts, or Opportunities.
2. In the report builder, select the fields that you'd like to include in the email. NOTE: Email must be the first column of your report
3. At the top of your report, click "Run Report" and then the "Export Details" button. Finally, select "Comma Delimited .csv" as the "Export File Format" and click Export.
4. Now you're ready to upload the file into Yesware's Campaigns feature! (this can also be used with Mail Merge)