Templates are at the core of Yesware—they let you create personal, customized messages for every stage of your sales process. At their most basic, templates are messages that you’ve saved to your Yesware account that you can use for future emails. They allow you to send rich, complete emails to prospects in a fraction of the time it would take to draft that message each time you needed it. On the Team and Enterprise editions of Yesware, templates can be shared across entire teams. We’ve also built reporting around templates, helping you see which are your most effective.
How to Create a Template
Using Templates, you can send rich, complete emails to prospects in a fraction of the time it would take to draft that message each time you needed it.
Team Template Sharing
Yesware helps teams streamline their email communications with Team Template Sharing.
Our Team and Enterprise plans include a centralized team template library where you can collaborate and share the most effective templates with your team. To move your personal templates to the team categories, go to Yesware > Menu > Manage Templates.
Alternatively, you can head to your Yesware account to Manage Templates.
Gain Insight with Template Reporting
The more insight you have into your emails, the easier it is to improve them to see better results.
We built Template Reporting to help you understand 1.) how you’re using templates and 2.) how your recipients are interacting with them.
You can access reporting by clicking on the Report Downloads section of Yesware. From here, you can view your Template Activity Report.
Reporting can help you identify which messaging works with recipients so that you can send smarter emails.