Yesware Documentation

Yesware helps you get the most out of your sales engagement platform. Track emails, run campaigns, schedule meetings, and sync with Salesforce, all from your Gmail or Outlook inbox.

Getting Started

Install Yesware, enable tracking, and connect your first template or Salesforce.

General

Installation, email tracking, campaigns, account management, and troubleshooting.

Tracking

Set up tracking, view engagement data, and manage link and attachment tracking.

Templates

Create, share, and manage email templates with placeholders and merge fields.

Campaigns

Build multi-touch, multi-channel outreach sequences directly from your inbox.

Meeting Scheduler

Set up meeting types, share scheduler links, and sync with your calendar.

Contacts

Manage contacts, view activity history, and import or export contact data.

Reporting

Email performance, campaign insights, template analytics, and team reports.

Salesforce Integration

Set up Salesforce sync, activity logging, sidebar features, and custom fields.

Teams

Set up team accounts, share templates and campaigns, and manage permissions.

Prospector

Search the contact database, find leads, and convert prospects to contacts.