Using Yesware Templates in Gmail

How to insert a template

1. Open a new compose window and add the recipient's address to the To field.
2. Click the Templates button at the bottom of the compose window.
3. Browse Recent, Favorites, or your full library to find the template you want.
4. Hover over the template and choose:
   • Fill In: Opens the template so you can complete any merge fields before inserting.
   • Insert: Inserts the template as-is. Use this only for templates without merge fields.

Favorite templates

Click the star next to any template name to favorite it. Favorites appear under the Favorites tab in the compose window for quick access.

Template reporting

Track which templates are performing best in the Templates Report.