General
The General section covers Yesware setup, core features, and troubleshooting. New to Yesware? Start with Getting Started with Yesware to install and configure your account.
What is Yesware?
Yesware is a sales engagement platform that integrates with your Gmail or Outlook inbox to help you:
- Track emails when recipients open and click your messages
- Create multi-touch campaigns to automate and personalize outreach
- Schedule meetings with Meeting Scheduler
- Track presentations to see engagement on shared documents
- Sync with Salesforce (Enterprise plans) for CRM integration
Platform compatibility
Yesware supports Gmail (via Chrome extension) and Outlook (Office 365) (via O365 add-in). See How do I install Yesware? for installation steps.
What's included
- Email Tracking: Track opens, clicks, and engagement on your emails
- Multi-Channel Campaigns: Automate multi-touch outreach sequences
- Campaign Actions & Tasks: Manage your campaign to-dos
- Meeting Scheduler: Eliminate back-and-forth when scheduling meetings
- Account Management: Manage your subscription and team
- Salesforce Integration: Connect your CRM (Enterprise plans)
- Email Deliverability: Best practices for avoiding spam filters
- Advanced Features: Learn about additional capabilities
- Troubleshooting: Common issues and solutions
Frequently asked questions
Can I use Yesware with a personal Gmail account?
Yes. Yesware works with both G Suite (Google Workspace) and personal Gmail accounts (@gmail.com).
Can I use Yesware with GoDaddy email addresses?
No. Yesware only supports Gmail and Outlook. The Outlook add-in requires a direct, Microsoft O365-hosted email address.
Can I use Yesware for more than one email address?
Yesware is licensed by email address. Each email needs its own license. You can add licenses at app.yesware.com/account/manage. Yesware does not work with Alias or "Send As" addresses.
Can I install Yesware on a shared mailbox?
No. Yesware works only with the primary email address linked to your account.