How to Use Yesware

How to Use

©Jinky_Tolentino_How to Use Yesware.pdf 1

Enter yesware.com on your

browser


Then the Yesware Home page opens


Click Install to Gmail


Then click Add to Chrome


Then Yesware is downloaded


Then Yesware has been added to

Chrome


Click Activate now


Then Yesware asks for access to

your Gmail Account


Scroll down and click Accept


Yesware is activated



After you install Yesware and

refresh Gmail,

you’ll see the Yesware Dashboard at

the top of your Inbox.


After you use Yesware for a bit,


Click Events


And Recent Events and Tracking

activities


Or as a Summary of Events for

Recent Emails


You’ll see Who’s opened your

message


At what Time


what that Subject Title was


Click All Events


To show the Device used


and Location information


And the Recipient



When you Compose an email,

Click Compose


And this window opens


And you’ll see the Yesware toolbar


Enter the Recipient’s name


Then the Subject


Click Sans Seriff


To change the Font


Click on the space to close the

Font


Click Tt to change the text size


Click B for Bold text


Click I to slant your text


Click U to underline your text


Click the A dropdown


To select Text Color


Or Background Color


Click here to Align your text


You may Align text to the right


Or Align text to the Center


Or Align text to the Left


Click Number a List


to number a list


Click here for Bullets on List


Put a Bullet below a number


Click Indent to left


Indent to Left


Or click Indent More


Indent more


Use this “ to Qoute


And this to

Remove Formatting


Click Template


and this gives you access to your

Template menu


Click New to create New

Templates




You can search by templates, titles, subjects and bodies


Click Ok Thanks to close the

yellow box


Click x to close the window


Or use the templates that you

recently used


Or use your Favorite templates


Or click ALL Templates




You can organize your template by

Category


Click x to close the window


Click Track


Here you can change your Tracking Preferences


Click Change Preferences


Enable Tracking Options


Then click Save and Reload Gmail


Check CRM


to enable Yesware to send this email

to CRM


Then click Save and Reload to

Gmail


Click Remind



to set reminders

Select the Time and Date to Set

Reminders


Then click Confirm


Click Later


to set emails to be scheduled at a

later date


After you have picked a time to

send the email


Click Confirm


Click Cancel to close the

Schedule window


You can also Attach files


Insert a Photo


Insert a Link


And Insert an Emoticon


And more options here


Then click x to Save and Close


Or Delete


Going to your account setting on Yesware.com, click Yesware


Then click My Account


To show you more detail on

Tracked emails, detailed Reports


A place to Rename Template

Categories


And features to

Manage your Team



If you’re a Salesforce.com user

You can connect Yesware and

Salesforce


This sets up a rich integration


That automatically logs your email

activities


Against your contact lead

account and opportunity records

within

Salesforce


If you’re not a Salesforce.com

User


You’ll have a Prospect Sidebar


Where you can

Add your Prospects


And track them within Gmail



You can set up Yesware to sinc

your emails into your CRM

Click Yesware


And click Preferences


Then this window opens


Enable the Compose Toolbar to

track your messages


And send them to Salesforce


and the Inbox Dashboard is this

part here


Where you see your most

Recent Tracking Activity


Collapse it and Expand it as you

need it


And the 3rd option is the

Event Notification


This is a Pop-up notification

that’s you’ll receive


once a Tracking Activity has

occured


so you’ll see when people have

Opened your messages


Or clicked on your Links


Then go to your compose options,


then you’ll see this


This is where ALL your Tracking

Preferences will be


Turn On Track Opens and Track

Links


So you’ll know when messages

were opened and clicked

links


Sender Events and Colleague

Events are both pop-ups


generated by Sender and Colleague


You have the option to Turn it Off


if receiving too many emails

which creates too much noise


And put your CRM email address in this field


The BCC to CRM can also be disabled


Because you have a full

Salesforce immigration.


Yesware will automatically sinc

your outgoing messages into

your CRM


But without

Full Salesforce immigration

you have no need for this


And finally the

Salesforce section


Click the Salesforce button to have

it authenticated


It will ask you for some

permissions and have to

authenticate your account


Once Salesforce is set up


The BLUE Salesforce button

turns Green


Enable both Salesforce Sidebar

and Send to Salesforce


For you to get the most out of

the immigration


Then hit Save and Reload to

refresh all your settings


Then you should be ready to use Yesware


Those are the Basics to get you

started.



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How to Use Yesware