Yesware for Outlook Knowledge Base
Get answers to frequently asked product questions.
Plans and Pricing
Installing Yesware
- What is Yesware?
- What is Yesware for O365?
- How do I install Yesware?
- How do I install Yesware for O365?
- What browsers and operating systems does Yesware support?
Getting Started - Quick Overviews
- Yesware for O365 Jumpstart Guide
- Send Tracked Emails and Links
- Create And Save Email Templates That Live In Your Inbox
- Send automated email Campaigns from your inbox
- Eliminate back and forth emails with Meeting Scheduler
Tracking
- How does Yesware email tracking work?
- What does Yesware tracking track?
- Track & Sync Emails without the Send with Yesware Button
- Track & Sync Emails Without the Send with Yesware Button Using "Direct Install"
- How do I test tracking?
Templates
- What are Yesware Templates and how do I create them?
- How do I use Placeholders/ Merge Fields in Templates?
- How do dynamic templates work with Salesforce?
- What Salesforce information populates dynamic Templates?
- Can I use dynamic templates with Salesforce data on my plan?
Campaigns
- What is Yesware’s Campaigns feature?
- How can I add recipients to a Campaign?
- How do I map fields to be merged from my CSV into my emails?
- How do I export a CSV from Salesforce to use with Campaigns?
- How do I create a list in Salesforce for Campaigns?
Meeting Scheduler
- What is Meeting Scheduler?
- How Do I Set Up Meeting Scheduler?
- How Do I Use Meeting Scheduler?
- How Do I Create a Custom Meeting Type in Meeting Scheduler?
- How to Use Zoom Details in Meeting Scheduler
Salesforce Sync (Enterprise Plan)
- How do I enable Salesforce Sync with O365?
- What happens if I have duplicate records with the same email address?
- How do I automatically associate my email activities with Opportunities in Salesforce?
- In Salesforce, where can I see the activities that Yesware has created?
- Does Yesware's Salesforce Sync write activities to Salesforce for every email event?