Yesware for Gmail Knowledge Base
Get answers to frequently asked product questions.
Plans and Pricing
Installing Yesware
- What is Yesware?
- How do I install Yesware?
- What browsers does Yesware support?
- How can I reinstall Yesware for Gmail?
- What doesn't Yesware for Gmail work with?
Getting Started - Quick Overviews
- Yesware for Gmail Jumpstart Guide
- How Email Tracking Works
- Gain valuable insight with Presentation Tracking
- Using Yesware Templates in Gmail
- Using Images in Templates
Tracking
- How does Yesware email tracking work?
- What does Yesware tracking track?
- How do I test tracking?
- What is a tracking event?
- How do I enable link 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?
- Best Practices for Uploading .CSV's to Campaigns
- How do I map fields to be merged from my CSV into my emails?
- How do I create a list in Salesforce for Campaigns?
Salesforce Sync (Enterprise Plan)
- How do I enable my emails, replies, and tracking events to automatically get sent to Salesforce?
- 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?
Salesforce Sidebar (Enterprise Plan)
- Where can I find the Salesforce Sidebar in Gmail?
- How do I look someone up in the Yesware sidebar?
- How do I create a new Contact or Lead from the Sidebar?
- How do I create a Salesforce Contact/Lead or Task from within the Salesforce Sidebar?
- How do I edit existing Salesforce data from the Sidebar?
Calendar Sync (Enterprise Plan)
- What is Yesware calendar sync?
- How do I set-up Yesware calendar sync?
- How do I use Yesware calendar sync?
- How do I identify an Event in Salesforce that was created through Calendar Sync?
- Can I sync recurring events?
Meeting Scheduler
- What is Meeting Scheduler?
- How Do I Set Up Meeting Scheduler?
- How Do I Use Meeting Scheduler?
- What Does My Recipient See When I Send a Meeting Scheduler Link?
- How Do I Create a Custom Meeting Type in Meeting Scheduler?
Reminders
- What are Yesware Reminders?
- How do I use Yesware Reminders?
- Can I edit existing reminders?
- Can I set a reminder without sending a new message?
- Where can I find all of my reminders in one place?
Send Later
BETA Features
Teams
My Account
- How do I add colleagues to my account?
- How do I remove colleagues from my account?
- What are Global Policies?
- How do I make sure I'm on the latest version of Yesware?
- Which CRMs do you support?
Mail Merge (Legacy Feature)
- Save Time, Scale Your Email Productivity with Mail Merge for Gmail
- Using Mail Merge Templates
- How do I add stages to my Mail Merge?
- Can I schedule a mail merge?
- How do I map fields to be merged from my CSV into my emails for Mail Merges?