Yesware for Outlook Knowledge Base
Get answers to frequently asked product questions.
Yesware Contacts
- How do I add a Yesware Contact to a Campaign? [Outlook]
- What Contacts will show in Yesware Contacts? [Outlook]
- How do I delete a Yesware Contact? [Outlook]
- How do I edit a Yesware Contact? [Outlook]
- How do I create a new Yesware Contact? [Outlook]
Plans and Pricing
Installing Yesware
- What is Yesware for O365? [Outlook]
- How do I install Yesware? [Outlook]
- How do I install Yesware for O365? [Outlook]
- What browsers and operating systems does Yesware support? [Outlook]
- Can I Move the 'Send with Yesware' Button? [Outlook]
Getting Started - Quick Overviews
- Yesware for O365 Jumpstart Guide [Outlook]
- Send Tracked Emails and Links [Outlook]
- Gain valuable insight with Attachment Tracking in a Compose Window [Outlook]
- Create And Save Email Templates That Live In Your Inbox [Outlook]
- Send multi-channel Campaigns from your inbox [Outlook]
Tracking
- Does Yesware Work With Alias Emails?
- How is Yesware responding to recent privacy updates?
- How does Yesware email tracking work? [Outlook]
- What does Yesware tracking track? [Outlook]
- Do I have to use the Send with Yesware button to track and sync my email? [Outlook]
Templates
- What are Yesware Templates and how do I create them? [Outlook]
- How do I use Placeholders/ Merge Fields in Templates? [Outlook]
- How do dynamic templates work with Salesforce? [Outlook]
- What Salesforce information populates dynamic Templates? [Outlook]
- Can I create dynamic fields within Templates? [Outlook]
Campaigns
- What is Yesware’s Campaigns feature? [Outlook]
- How can I add recipients to a Campaign? [Outlook]
- How do I map fields to be merged from my CSV into my emails? [Outlook]
- How do I export a CSV from Salesforce to use with Campaigns? [Outlook]
- How do I create a list in Salesforce for Campaigns? [Outlook]
Meeting Scheduler
- Can I set up different 'working hours' for my meeting types? [Outlook]
- How to Add a Personalized Meeting Title in Meeting Scheduler [Outlook]
- What Logic Is Used To Determine Who Gets The Meeting When Using Round Robin?
- When Do I need To Remove Users From Round Robin?
- How Many Team Members Can I Add To Our Round Robin?
Salesforce Sync (Enterprise Plan)
- How do I enable Salesforce Sync with O365? [Outlook]
- What happens if I have duplicate records with the same email address? [Outlook]
- How do I automatically associate my email activities with Opportunities in Salesforce? [Outlook]
- In Salesforce, where can I see the activities that Yesware has created? [Outlook]
- Does Yesware's Salesforce Sync write activities to Salesforce for every email event? [Outlook]
Salesforce Sidebar (Enterprise Plan)
Calendar Sync (Enterprise Plan)
BETA Features
Teams
My Account
Telephony
- How to view call information in Salesforce? [Outlook]
- How to start a call in Campaigns using Yesware Enterprise + Telephony? [Outlook]
- How to start a call in the Salesforce Sidebar using Yesware Enterprise + Telephony? [Outlook]
- What do I need to start using Yesware Enterprise + Telephony? [Outlook]
- How do I enable Telephony within O365? [Outlook]