Yesware for Gmail Knowledge Base
Get answers to frequently asked product questions.
Plans and Pricing
Installing Yesware
Getting Started - Quick Overviews
- Yesware for Gmail Jumpstart Guide [Gmail]
- How Email Tracking Works [Gmail]
- Gain valuable insight with Attachment Tracking in a Compose Window [Gmail]
- Using Yesware Templates in Gmail [Gmail]
- Using Images in Templates [Gmail]
Tracking
- How does Yesware email tracking work? [Gmail]
- What does Yesware tracking track? [Gmail]
- How do I test tracking? [Gmail]
- What is a tracking event? [Gmail]
- How do I enable link tracking? [Gmail]
Templates
- What are Yesware Templates and how do I create them? [Gmail]
- How do I use Placeholders/ Merge Fields in Templates? [Gmail]
- How do dynamic Templates work with Salesforce? [Gmail]
- What Salesforce information populates dynamic Templates? [Gmail]
- Can I use dynamic Templates with Salesforce data on my plan? [Gmail]
Campaigns
- What is Yesware’s Campaigns feature? [Gmail]
- How can I add recipients to a Campaign? [Gmail]
- Best Practices for Uploading .CSV's to Campaigns [Gmail]
- How do I map fields to be merged from my CSV into my emails? [Gmail]
- How do I create a list in Salesforce for Campaigns? [Gmail]
Meeting Scheduler
- 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?
- How Do I Use Round Robin In Meeting Scheduler?
- What is Meeting Scheduler? [Gmail]
Salesforce Sync (Enterprise Plan)
- How do I enable my emails, replies, and tracking events to automatically get sent to Salesforce? [Gmail]
- What happens if I have duplicate records with the same email address? [Gmail]
- How do I automatically associate my email activities with Opportunities in Salesforce? [Gmail]
- In Salesforce, where can I see the activities that Yesware has created? [Gmail]
- Does Yesware's Salesforce Sync write activities to Salesforce for every email event? [Gmail]
Salesforce Sidebar (Enterprise Plan)
- Where can I find the Salesforce Sidebar in Gmail? [Gmail]
- How do I look someone up in the Yesware Sidebar? [Gmail]
- How do I create a new Contact or Lead from the Sidebar? [Gmail]
- How do I create a Salesforce Contact/Lead or Task from within the Salesforce Sidebar? [Gmail]
- How do I edit existing Salesforce data from the Sidebar? [Gmail]
Calendar Sync (Enterprise Plan)
- What is Yesware Calendar Sync? [Gmail]
- How do I set-up Yesware Calendar Sync? [Gmail]
- How do I use Yesware Calendar Sync? [Gmail]
- How do I identify an Event in Salesforce that was created through Calendar Sync? [Gmail]
- Can I sync recurring events? [Gmail]
Reminders
- What are Yesware Reminders? [Gmail]
- How do I use Yesware Reminders? [Gmail]
- Can I edit existing Reminders? [Gmail]
- Can I set a Reminder retroactively or on an incoming message? [Gmail]
- Where can I view my upcoming Reminders? [Gmail]
Send Later
BETA Features
Teams
My Account
- How do I add colleagues to my account? [Gmail]
- How do I remove colleagues from my account? [Gmail]
- What are Global Policies? [Gmail]
- How do I make sure I'm on the latest version of Yesware? [Gmail]
- Which CRMs do you support? [Gmail]