Campaigns requires a Premium or Enterprise level plan
Multi-Touch Types in Campaigns is available in Gmail
There are four types of touches in Gmail: Manual Email, Call, Automated Email, Custom Task.
- Manual Email: The manual email option will allow you to take Action, Snooze, Dismiss or Remove the email.
- Call: This allows you to log and disposition calls whether or not you use Yesware click to call; we prompt reps to tell us how the call went, and reps can create a Salesforce task to indicate a call was completed.
- Automated Email: The automated email will send at the scheduled date if there's been no connection after the determined amount of business days. You will still have the ability to take Action, Snooze, Dismiss or Remove the Automated Email.
- Custom Task: You can use this to set up social media outreaches (for example, using Twitter or Facebook) or as a task to do research on the account.
Note: If you're on Yesware for O365, only Automated Email touches are supported at this time.