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Advanced Features

This guide covers advanced Yesware features and functionality that can enhance your email productivity and sales engagement workflows.

Using the Send With Yesware Button​

The "Send with Yesware" button is a feature in Outlook that allows you to send tracked and synced emails. Depending on your Outlook version and platform, you may or may not need to use this button.

When You Need to Use the Send With Yesware Button​

You will have to use the "Send with Yesware" button to track your emails if:

If you use Outlook's Mac Desktop App:

  • We will keep you posted on when you can switch to using the Outlook send button, but at this time, it is TBD.
  • Don't want to wait? Use the Outlook Web Access or reach out to support@yesware.com and ask for Direct Install.

If you are not yet on Outlook's Version 2008 (Build 13127.21064) or above:

  • Don't want to wait? Ask your IT team to update your Outlook version, use Outlook Web Access, or reach out to support@yesware.com and ask for Direct Install.

When You Can Use the Regular Outlook Send Button​

If you use Outlook Web Access or are a PC user on Outlook Version 2008 (Build 13127.21064) or above, you can use the regular Outlook send button. However, you must:

  1. Open the Yesware sidebar by clicking the "Open Sidebar" button in your compose window
  2. Keep the sidebar open at the time of the message compose/send for us to insert the tracking pixel
  3. Pin the sidebar so it's always open - just select the pushpin icon in the upper right-hand corner of the Yesware sidebar

You will not be able to track and sync emails if you do not have the sidebar open in your compose window.

How to Test​

A good way to test is to use the "Send with Yesware" button and see if you get a message that says to use the native send button within Outlook. If you are on a version where you use the native send button, you will want to pin the Yesware sidebar within the compose message.

Mail Merge in Outlook​

Sending a mail merge in Outlook is easy with Yesware Campaigns feature, just one part of Yesware's sales productivity add-on for O365. Click here to learn more.

Campaigns allows users to create personalized emails that can be sent to up to 900 recipients at a time.

How to Set Up a Mail Merge​

To start a Mail Merge:

1. Click the blue "Open Campaigns" icon in your Outlook ribbon.

2. Select the "New Campaign" button in the upper right.

3. Upload your recipients via CSV or import recipient list from Salesforce.

4. Add/Create the content of your stages.

You have the ability to draft a new message in the Compose area or select one of your templates.

When creating your email content, use the column names as your merge fields, using the {!columnname} format.

Use the "Preview & Personalize" button to see how each email will read for your recipients.

5. Once you are all set, finalize the mail merge by clicking "Start Campaign."

For more detailed instructions, please view this article.

Mail Merge Best Practices​

  • Personalize content: Use merge fields for first name, company, and other relevant details
  • Preview before sending: Always use the "Preview & Personalize" feature to check how emails will look
  • Test with a small group first: Send to yourself or a small test group before sending to your entire list
  • Check your CSV formatting: Ensure all columns are properly formatted and there are no blank email rows
  • Use appropriate timing: Consider when your recipients are most likely to engage with your emails

Templates​

Yesware templates allow you to save and reuse email content, making it easy to send consistent messages while still personalizing for each recipient.

Creating Templates​

  1. Compose an email with the content you want to save
  2. Click the Templates button in the Yesware sidebar
  3. Click "Save as Template"
  4. Name your template and optionally add it to a folder
  5. Click Save

Using Templates​

  1. Open a new email
  2. Click the Templates button in the Yesware sidebar
  3. Select the template you want to use
  4. The template content will populate into your email
  5. Personalize as needed before sending

Sharing Templates with Teams​

Account Managers can share templates with team members, ensuring consistent messaging across your organization.

Response Insights​

Response Insights analyzes your email conversations and provides suggestions for improving response rates and engagement. This feature uses AI to help you craft more effective emails.

Integration with Sales Navigator​

For Gmail users with LinkedIn Sales Navigator Team or Enterprise licenses, Yesware integrates directly to help you:

  • Send connection requests as part of campaigns
  • Send InMail messages as campaign touches
  • Track LinkedIn engagement alongside email activity

Frequently Asked Questions​

Do I have to use the Send with Yesware button to track and sync my Outlook email?​

You may be on a version of Outlook that requires you to use the "Send with Yesware" button in the upper right side of your compose window to track an email.

A good way to test is to use the "Send with Yesware" button and see if you get a message that says to use the native send button within Outlook. If you are on a version where you use the native send button, you will want to pin the Yesware sidebar within the compose message. This sidebar will need to be open at the time of the message compose/send for us to insert the tracking pixel.

You will have to use the "Send with Yesware" button to track your emails if:

  • You use Outlook's Mac Desktop App
  • You are not yet on Outlook's Version 2008 (Build 13127.21064) or above

Don't want to wait? Use Outlook Web Access or reach out to support@yesware.com and ask for Direct Install.

How do I set up a mail merge in Outlook?​

Sending a mail merge in Outlook is easy with Yesware Campaigns feature. To start a Mail Merge:

  1. Click the blue "Open Campaigns" icon in your Outlook ribbon.
  2. Select the "New Campaign" button in the upper right.
  3. Upload your recipients via CSV or import recipient list from Salesforce.
  4. Add/Create the content of your stages using merge fields.
  5. Preview your emails using the "Preview & Personalize" button.
  6. Click "Start Campaign" to send.

For more detailed instructions, please view this article.

Can I use templates with mail merge?​

Yes! When creating a campaign (mail merge), you can select from your saved templates rather than drafting new content. Templates can include merge fields that will be automatically populated with recipient data from your CSV or Salesforce list.

What's the difference between a campaign and a mail merge?​

In Yesware, campaigns and mail merge are essentially the same thing. A campaign with a single automated email touch functions as a traditional mail merge, allowing you to send personalized emails to multiple recipients at once. Campaigns can also include multiple touches over time, making them more powerful than traditional mail merge.

How many recipients can I include in a mail merge?​

The number of recipients you can add to a campaign (mail merge) depends on your subscription plan. Please refer to our pricing table for specific limits.

Note that your email provider (Google or Microsoft) also has daily sending limits that may affect how quickly your campaign sends.