When using the Yesware Email Tracking add-in (for O365), you should use Send with Yesware when you want to:
- See email tracking engagement
- Sync your email to Salesforce
When you want to track an email and/or send it to Salesforce, click Send with Yesware instead of the Outlook Send button. This way, you can selectively track and sync relevant outgoing messages.
To track and sync an email:
- Create a new email
- Compose your message, adding Templates and Tracked Links
- Click Send with Yesware to send
Note: Open Tracking and Salesforce Sync is ON by default. To confirm your settings, go to Yesware at the top right of Compose window (Outlook for Desktop). Then, click on Email Settings and toggle ON Track Email Opens and Sync Email to Salesforce.
You will be notified when your emails are opened in the Tracking feed. To view tracking events, click on Yesware in Outlook, then click Tracking.