How to Use Yesware

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How to Use

©Jinky_Tolentino_How to Use Yesware.pdf

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Enter yesware.com on your
browser

©Jinky_Tolentino_How to Use Yesware.pdf

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Then the Yesware Home page opens

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Click Install to Gmail

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Then click Add to Chrome

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Then Yesware is downloaded

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Then Yesware has been added to
Chrome

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Click Activate now

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Then Yesware asks for access to
your Gmail Account

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Scroll down and click Accept

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Yesware is activated

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After you install Yesware and
refresh Gmail,

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you’ll see the Yesware Dashboard at
the top of your Inbox.

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After you use Yesware for a bit,

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Click Events

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And Recent Events and Tracking
activities

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Or as a Summary of Events for
Recent Emails

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You’ll see Who’s opened your
message

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At what Time

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what that Subject Title was

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Click All Events

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To show the Device used

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and Location information

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And the Recipient

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When you Compose an email,

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Click Compose

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And this window opens

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And you’ll see the Yesware toolbar

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Enter the Recipient’s name

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Then the Subject

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Click Sans Seriff

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To change the Font

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Click on the space to close the
Font

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Click Tt to change the text size

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Click B for Bold text

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Click I to slant your text

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Click U to underline your text

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Click the A dropdown

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To select Text Color

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Or Background Color

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Click here to Align your text

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You may Align text to the right

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Or Align text to the Center

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Or Align text to the Left

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Click Number a List

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to number a list

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Click here for Bullets on List

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Put a Bullet below a number

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Click Indent to left

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Indent to Left

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Or click Indent More

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Indent more

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Use this “ to Qoute

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And this to
Remove Formatting

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Click Template

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and this gives you access to your
Template menu

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Click New to create New
Templates

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And this window opens

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You can search by templates, titles,
subjects and bodies

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Click Ok Thanks to close the
yellow box

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Click x to close the window

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Or use the templates that you
recently used

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Or use your Favorite templates

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Or click ALL Templates

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And this window opens

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You can organize your template by
Category

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Click x to close the window

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Click Track

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Here you can change your
Tracking Preferences

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Click Change Preferences

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Enable Tracking Options

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Then click Save and Reload Gmail

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Check CRM

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to enable Yesware to send this email
to CRM

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Then click Save and Reload to
Gmail

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Click Remind

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to set reminders

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Select the Time and Date to Set
Reminders

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Then click Confirm

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Click Later

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to set emails to be scheduled at a
later date

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After you have picked a time to
send the email

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Click Confirm

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Click Cancel to close the
Schedule window

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You can also Attach files

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Insert a Photo

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Insert a Link

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And Insert an Emoticon

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And more options here

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Then click x to Save and Close

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Or Delete

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

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Then click My Account

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To show you more detail on
Tracked emails, detailed Reports

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A place to Rename Template
Categories

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And features to
Manage your Team

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If you’re a Salesforce.com user

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You can connect Yesware and
Salesforce

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This sets up a rich integration

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That automatically logs your email
activities

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Against your contact lead
account and opportunity records
within
Salesforce

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If you’re not a Salesforce.com
User

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You’ll have a Prospect Sidebar

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Where you can
Add your Prospects

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And track them within Gmail

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You can set up Yesware to sinc
your emails into your CRM

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Click Yesware

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And click Preferences

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Then this window opens

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Enable the Compose Toolbar to
track your messages

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And send them to Salesforce

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and the Inbox Dashboard is this
part here

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Where you see your most
Recent Tracking Activity

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Collapse it and Expand it as you
need it

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And the 3rd option is the
Event Notification

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This is a Pop-up notification
that’s you’ll receive

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once a Tracking Activity has
occured

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so you’ll see when people have
Opened your messages

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Or clicked on your Links

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Then go to your compose options,

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then you’ll see this

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This is where ALL your Tracking
Preferences will be

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Turn On Track Opens and Track
Links

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So you’ll know when messages
were opened and clicked
links

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Sender Events and Colleague
Events are both pop-ups

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generated by Sender and
Colleague

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You have the option to
Turn it Off

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if receiving too many emails
which creates too much noise

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And put your CRM email
address in this field

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The BCC to CRM can also be

disabled

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Because you have a full
Salesforce immigration.

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Yesware will automatically sinc
your outgoing messages into
your CRM

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But without
Full Salesforce immigration
you have no need for this

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And finally the
Salesforce section

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Click the Salesforce button to have
it authenticated

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It will ask you for some
permissions and have to
authenticate your account

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Once Salesforce is set up

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The BLUE Salesforce button
turns Green

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Enable both Salesforce Sidebar
and Send to Salesforce

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For you to get the most out of
the immigration

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Then hit Save and Reload to
refresh all your settings

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Then you should be ready to
use Yesware

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Those are the Basics to get you
started.

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