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 Open Sidebar and toggle ON Track Email Opens and Sync Email to Salesforce under Email Settings.
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.
Find the Send with Yesware button frustrating?
You might be eligible to use the regular Outlook Send button to send a tracked email, instead of the SwY button, depending upon your Windows update channel*. As Microsoft releases the necessary changes on their end through those update channels, we will be able to release this functionality for all O365 users. See if you qualify below.
If you use:
Outlook Web Access (OWA) on a PC or Mac
- Available now
Outlook Windows Desktop App
- Available now for users on the Current Update Channel*
- Available in February 2021 for users on the Semi-Annual Enterprise Channel*
Outlook’s Mac Desktop App
- TBD - we will keep you posted on when this will be available
- Don’t want to wait? Use OWA or reach out to firstname.lastname@example.org and ask for Direct Install
*Not sure how to check what update channel you’re on? In your inbox, click “File,” select “Office Account” in the left hand menu, and under “About Outlook,” it will display what channel you’re on.
If you are on an eligible Outlook version, you can click the regular Outlook send button to send a tracked email. But first, make sure that you’ve got your Yesware taskpane open. You will not be able to use the Send button to track emails if you do not have the taskpane open. The easiest way to do this is to pin the taskpane open - just select the pushpin icon in the upper righthand corner of the Yesware taskpane. Now, hit the send button and watch your recipient engage.