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William Broderick

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Latest activity by William Broderick
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    William Broderick created an article,

    Is there a limit to how many recipients can be added into a Campaign?

    Yesware's Campaigns feature has a limit of 1000 recipients per upload (using "Add to Campaign" in Salesforce or a CSV upload) and a limit of 5000 recipients per campaign.

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    William Broderick created an article,

    What happens if my recipient is out of office?

    If we detect an out of office reply from a recipient in a campaign, you'll be alerted and presented with a new task to reschedule the next touch on the campaign for that recipient. Yesware will ale...

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    William Broderick created an article,

    What happens when I connect with a recipient on a Campaign?

    When creating a new Campaign, you can select whether to 'Remove recipients after connection', which means that we'll automatically remove a recipient once they connect. You'll be able to do so unde...

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    William Broderick created an article,

    When are new Tasks loaded into Campaigns?

    When you complete a Task in Campaigns, it will queue up the recipient for the next Touch. New Tasks are loaded in at 6AM every business day and as long as a task is completed by 10PM EST/ 7PM PST, ...

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    William Broderick created an article,

    How can I remove a recipient from a Campaign?

    To remove a recipient from a Campaign, first use the Search at the top right of the Campaign overview page to search by name, email, or domain across all of your campaigns. Click on the Campaign a...

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    William Broderick created an article,

    What touches can I add to a Campaign?

    There are four types of touches: 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:...

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    William Broderick created an article,

    How can I add recipients to a Campaign?

    Reps and Managers can add recipients to their campaigns directly from within Salesforce using the “Add to Campaign” button on a list view, individual Contact or Lead page within Salesforce.com, or ...

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    William Broderick created an article,

    How can I edit a Campaign?

    While you can edit the content of an already existing Campaign (e.g. email subjects/bodies and call talking points), and you can add and remove people from a Campaign, you can’t edit the number and...

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    William Broderick created an article,

    How can I access my to-do list?

    The to-do list is available on the Yesware sidebar in your Gmail inbox.  To access Campaigns, simply click on the Yesware logo from the right-hand side of your Gmail to enable the sidebar. Once ena...

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    William Broderick created an article,

    Can I share my Campaigns?

    Yes! You can share your Campaigns with other members of a team you are on, similar to template sharing. You can share a Campaign by clicking "More" next to the campaign you want to share....