how to use yesware
DESCRIPTION
See who opens your emails and clicks on your links, with email tracking analytics and templates for Gmail.Yesware takes the guesswork out of email by instantly showing you when and how often your emails are opened.EMAIL TRACKING- Know what happens after you click send with automatic email tracking right in Gmail.- Get notified when someone opens your email or clicks on your email links.- See where, when, and on what device your email was opened.TRANSCRIPT
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How to Use
Jinky_Tolentino_How to Use Yesware.pdf 1
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Enter yesware.com on your
browser
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Then the Yesware Home page opens
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Click Install to Gmail
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Then click Add to Chrome
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Then Yesware is downloaded
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Then Yesware has been added to
Chrome
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Click Activate now
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Then Yesware asks for access to
your Gmail Account
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Scroll down and click Accept
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Yesware is activated
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After you install Yesware and
refresh Gmail,
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youll see the Yesware Dashboard at
the top of your Inbox.
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After you use Yesware for a bit,
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Click Events
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And Recent Events and Tracking
activities
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Or as a Summary of Events for
Recent Emails
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Youll see Whos opened your message
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At what Time
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what that Subject Title was
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Click All Events
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To show the Device used
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and Location information
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And the Recipient
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When you Compose an email,
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Click Compose
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And this window opens
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And youll see the Yesware toolbar
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Enter the Recipients name
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Then the Subject
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Click Sans Seriff
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To change the Font
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Click on the space to close the
Font
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Click Tt to change the text size
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Click B for Bold text
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Click I to slant your text
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Click U to underline your text
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Click the A dropdown
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To select Text Color
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Or Background Color
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Click here to Align your text
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You may Align text to the right
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Or Align text to the Center
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Or Align text to the Left
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Click Number a List
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to number a list
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Click here for Bullets on List
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Put a Bullet below a number
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Click Indent to left
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Indent to Left
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Or click Indent More
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Indent more
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Use this to Qoute
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And this to
Remove Formatting
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Click Template
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and this gives you access to your
Template menu
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Click New to create New
Templates
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And this window opens
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You can search by templates, titles, subjects and bodies
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Click Ok Thanks to close the
yellow box
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Click x to close the window
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Or use the templates that you
recently used
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Or use your Favorite templates
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Or click ALL Templates
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And this window opens
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You can organize your template by
Category
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Click x to close the window
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Click Track
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Here you can change your Tracking Preferences
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Click Change Preferences
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Enable Tracking Options
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Then click Save and Reload Gmail
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Check CRM
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to enable Yesware to send this email
to CRM
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Then click Save and Reload to
Gmail
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Click Remind
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to set reminders
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Select the Time and Date to Set
Reminders
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Then click Confirm
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Click Later
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to set emails to be scheduled at a
later date
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After you have picked a time to
send the email
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Click Confirm
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Click Cancel to close the
Schedule window
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You can also Attach files
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Insert a Photo
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Insert a Link
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And Insert an Emoticon
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And more options here
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Then click x to Save and Close
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Or Delete
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Going to your account setting on Yesware.com, click Yesware
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Then click My Account
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To show you more detail on
Tracked emails, detailed Reports
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A place to Rename Template
Categories
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And features to
Manage your Team
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If youre a Salesforce.com user
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You can connect Yesware and
Salesforce
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This sets up a rich integration
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That automatically logs your email
activities
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Against your contact lead
account and opportunity records
within
Salesforce
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If youre not a Salesforce.com User
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Youll have a Prospect Sidebar
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Where you can
Add your Prospects
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And track them within Gmail
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You can set up Yesware to sinc
your emails into your CRM
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Click Yesware
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And click Preferences
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Then this window opens
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Enable the Compose Toolbar to
track your messages
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And send them to Salesforce
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and the Inbox Dashboard is this
part here
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Where you see your most
Recent Tracking Activity
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Collapse it and Expand it as you
need it
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And the 3rd option is the
Event Notification
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This is a Pop-up notification
thats youll receive
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once a Tracking Activity has
occured
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so youll see when people have Opened your messages
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Or clicked on your Links
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Then go to your compose options,
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then youll see this
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This is where ALL your Tracking
Preferences will be
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Turn On Track Opens and Track
Links
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So youll know when messages were opened and clicked
links
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Sender Events and Colleague
Events are both pop-ups
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generated by Sender and Colleague
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You have the option to Turn it Off
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if receiving too many emails
which creates too much noise
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And put your CRM email address in this field
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The BCC to CRM can also be disabled
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Because you have a full
Salesforce immigration.
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Yesware will automatically sinc
your outgoing messages into
your CRM
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But without
Full Salesforce immigration
you have no need for this
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And finally the
Salesforce section
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Click the Salesforce button to have
it authenticated
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It will ask you for some
permissions and have to
authenticate your account
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Once Salesforce is set up
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The BLUE Salesforce button
turns Green
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Enable both Salesforce Sidebar
and Send to Salesforce
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For you to get the most out of
the immigration
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Then hit Save and Reload to
refresh all your settings
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Then you should be ready to use Yesware
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Those are the Basics to get you
started.
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