https://docs.yesware.com/assets/js/2b096d97.a351db5c.js

1"use strict";(self.webpackChunkdocusaurus=self.webpackChunkdocusaurus||[]).push([["9625"],{4286:function(e,n,i){i.r(n),i.d(n,{frontMatter:()=>r,default:()=>h,toc:()=>c,metadata:()=>s,assets:()=>l,contentTitle:()=>o});var s=JSON.parse('{"id":"getting-started-with-yesware","title":"Getting Started with Yesware","description":"Install Yesware, authenticate your account, enable tracking, and explore templates, campaigns, and Salesforce integration.","source":"@site/docs/getting-started-with-yesware.mdx","sourceDirName":".","slug":"/getting-started-with-yesware","permalink":"/docs/getting-started-with-yesware","draft":false,"unlisted":false,"tags":[],"version":"current","sidebarPosition":1,"frontMatter":{"title":"Getting Started with Yesware","description":"Install Yesware, authenticate your account, enable tracking, and explore templates, campaigns, and Salesforce integration.","sidebar_position":1},"sidebar":"tutorialSidebar","previous":{"title":"Yesware","permalink":"/docs/"},"next":{"title":"Yesware Overview","permalink":"/docs/overview/"}}'),t=i(5893),a=i(65);let r={title:"Getting Started with Yesware",description:"Install Yesware, authenticate your account, enable tracking, and explore templates, campaigns, and Salesforce integration.",sidebar_position:1},o=void 0,l={},c=[{value:"Getting started checklist",id:"getting-started-checklist",level:2},{value:"Step 1: Install Yesware for Gmail or Outlook",id:"step-1-install-yesware-for-gmail-or-outlook",level:2},{value:"How to install",id:"how-to-install",level:3},{value:"Step 2: Authenticate and open the Sidebar",id:"step-2-authenticate-and-open-the-sidebar",level:2},{value:"How to open the Sidebar",id:"how-to-open-the-sidebar",level:3},{value:"Step 3: Send your first tracked email",id:"step-3-send-your-first-tracked-email",level:2},{value:"How to send a tracked email",id:"how-to-send-a-tracked-email",level:3},{value:"Step 4: Create a template or campaign (optional)",id:"step-4-create-a-template-or-campaign-optional",level:2},{value:"How to create a template",id:"how-to-create-a-template",level:3},{value:"How to create a campaign",id:"how-to-create-a-campaign",level:3},{value:"Step 5: Connect Salesforce (optional)",id:"step-5-connect-salesforce-optional",level:2},{value:"How to connect Salesforce",id:"how-to-connect-salesforce",level:3},{value:"Frequently asked questions",id:"frequently-asked-questions",level:2},{value:"Need help?",id:"need-help",level:2},{value:"Training resources",id:"training-resources",level:2}];function d(e){let n={a:"a",admonition:"admonition",code:"code",h2:"h2",h3:"h3",hr:"hr",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,a.a)(),...e.components},{Details:i}=n;return i||function(e,n){throw Error("Expected "+(n?"component":"object")+" `"+e+"` to be defined: you likely forgot to import, pass, or provide it.")}("Details",!0),(0,t.jsxs)(t.Fragment,{children:[(0,t.jsx)(n.p,{children:"Yesware is a sales engagement platform that works in your Gmail or Outlook inbox. This guide walks you through installing Yesware, authenticating your account, enabling tracking, and exploring templates, campaigns, and Salesforce integration."}),"\n",(0,t.jsx)(n.h2,{id:"getting-started-checklist",children:"Getting started checklist"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.a,{href:"#step-1-install-yesware-for-gmail-or-outlook",children:"Install Yesware for Gmail or Outlook"}),": Add the extension or add-in to your email client"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.a,{href:"#step-2-authenticate-and-open-the-sidebar",children:"Authenticate and open the Sidebar"}),": Sign in and access Yesware features"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.a,{href:"#step-3-send-your-first-tracked-email",children:"Send your first tracked email"}),": Enable tracking to see opens and clicks"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.a,{href:"#step-4-create-a-template-or-campaign-optional",children:"Create a template or campaign (optional)"}),": Automate and personalize your outreach"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.a,{href:"#step-5-connect-salesforce-optional",children:"Connect Salesforce (optional)"}),": Sync emails and activities to your CRM"]}),"\n"]}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"step-1-install-yesware-for-gmail-or-outlook",children:"Step 1: Install Yesware for Gmail or Outlook"}),"\n",(0,t.jsxs)(n.p,{children:["Yesware supports ",(0,t.jsx)(n.strong,{children:"Gmail"})," (via Chrome extension) and ",(0,t.jsx)(n.strong,{children:"Outlook (Office 365)"})," (via O365 add-in). Installation takes about a minute."]}),"\n",(0,t.jsx)(n.h3,{id:"how-to-install",children:"How to install"}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"For Gmail:"})}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["Go to ",(0,t.jsx)(n.a,{href:"https://www.yesware.com/install",children:"yesware.com/install"}),"."]}),"\n",(0,t.jsx)(n.li,{children:"Choose your inbox type and sign in with your email."}),"\n",(0,t.jsx)(n.li,{children:"Grant Yesware access when prompted."}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"For Outlook (O365):"})}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["Visit ",(0,t.jsx)(n.a,{href:"https://appsource.microsoft.com/en-us

1/product/office/WA104380259",children:"Microsoft AppSource"})," and click ",(0,t.jsx)(n.code,{children:"Get it Now"}),"."]}),"\n",(0,t.jsx)(n.li,{children:"Close and re-open Outlook."}),"\n",(0,t.jsxs)(n.li,{children:["Open or compose an email. Click the blue ",(0,t.jsx)(n.code,{children:"Yesware icon"})," on the right side of the ribbon to open the Yesware Sidebar."]}),"\n"]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.strong,{children:"For Outlook on Mac:"})}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsx)(n.li,{children:"Compose a new email."}),"\n",(0,t.jsxs)(n.li,{children:["Click ",(0,t.jsx)(n.code,{children:"Apps"})," \u2192 ",(0,t.jsx)(n.code,{children:"Get Add-ins"}),"."]}),"\n",(0,t.jsxs)(n.li,{children:["Search for Yesware and click ",(0,t.jsx)(n.code,{children:"Add"}),"."]}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["See ",(0,t.jsx)(n.a,{href:"./overview/installing-yesware/",children:"Installing Yesware"})," for more details."]}),"\n",(0,t.jsx)(n.admonition,{type:"info",children:(0,t.jsxs)(n.p,{children:["Yesware for Outlook requires O365-hosted email. GoDaddy and other third-party hosted email may not work. See ",(0,t.jsx)(n.a,{href:"./overview/troubleshooting/",children:"troubleshooting"})," if installation fails."]})}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.a,{href:"#getting-started-checklist",children:"Back to checklist"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"step-2-authenticate-and-open-the-sidebar",children:"Step 2: Authenticate and open the Sidebar"}),"\n",(0,t.jsx)(n.p,{children:"After installation, sign in with your email to activate Yesware. The Sidebar is where you access tracking, templates, campaigns, and Meeting Scheduler."}),"\n",(0,t.jsx)(n.h3,{id:"how-to-open-the-sidebar",children:"How to open the Sidebar"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Gmail"}),": The Yesware panel appears when you compose or view emails. Use the Yesware icon in your inbox."]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:"Outlook"}),": Click the blue ",(0,t.jsx)(n.code,{children:"Yesware icon"})," in the ribbon, or open ",(0,t.jsx)(n.code,{children:"Get Add-ins"})," and select Yesware. Pin the Sidebar open in your compose window for easier access."]}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["If you do not see the Sidebar, see ",(0,t.jsx)(n.a,{href:"./overview/installing-yesware/",children:"Installing Yesware"})," or ",(0,t.jsx)(n.a,{href:"./overview/troubleshooting/",children:"troubleshooting"}),"."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.a,{href:"#getting-started-checklist",children:"Back to checklist"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"step-3-send-your-first-tracked-email",children:"Step 3: Send your first tracked email"}),"\n",(0,t.jsx)(n.p,{children:"Yesware tracks when recipients open your emails and click links. Tracking is on by default. You will see notifications in your Activity Feed when someone engages."}),"\n",(0,t.jsx)(n.h3,{id:"how-to-send-a-tracked-email",children:"How to send a tracked email"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsx)(n.li,{children:"Compose an email as usual."}),"\n",(0,t.jsxs)(n.li,{children:["Ensure the ",(0,t.jsx)(n.code,{children:"Track"})," checkbox is checked (lower left in Gmail, or in the Yesware Sidebar in Outlook)."]}),"\n",(0,t.jsx)(n.li,{children:"Send the email."}),"\n",(0,t.jsxs)(n.li,{children:["View opens and clicks in your ",(0,t.jsx)(n.code,{children:"Activity Feed"}),"."]}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["See the ",(0,t.jsx)(n.a,{href:"./activity/",children:"Activity & Email Tracking guide"})," for link tracking, attachment tracking, and privacy settings."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.a,{href:"#getting-started-checklist",children:"Back to checklist"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"step-4-create-a-template-or-campaign-optional",children:"Step 4: Create a template or campaign (optional)"}),"\n",(0,t.jsx)(n.p,{children:"Templates save reusable email copy. Campaigns let you run multi-touch sequences (email, calls, LinkedIn tasks) to automate outreach."}),"\n",(0,t.jsx)(n.h3,{id:"how-to-create-a-template",children:"How to create a template"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsx)(n.li,{children:"Compose an email with the content you want to reuse."}),"\n",(0,t.jsx)(n.li,{children:"Save it as a template from the Yesware Sidebar or template menu."}),"\n",(0,t.jsxs)(n.li,{children:["Use placeholders like ",(0,t.jsx)(n.code,{children:"{{First Name}}"})," for personalization."]}),"\n"]}),"\n",(0,t.jsx)(n.h3,{id:"how-to-create-a-campaign",children:"How to create a campaign"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["Open ",(0,t.jsx)(n.code,{children:"Campaigns"})," in the Yesware Sidebar."]}),"\n",(0,t.jsx)(n.li,{children:"Create a new campaign and add your email touches."}),"\n",(0,t.jsx)(n.li,{children:"Add recipients and launch. Yesware will manage follow-ups and tasks."}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["See ",(0,t.jsx)(n.a,{href:"./campaigns/",children:"Campaigns"})," and ",(0,t.jsx)(n.a,{href:"./campaigns/campaign-tasks",children:"Campaign Actions & Tasks"})," for details. You can also use ",(0,t.jsx)(n.a,{href:"./meeting-scheduler/",children:"Meeting Scheduler"})," to share booking links."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.a,{href:"#getting-started-checklist",children:"Back to checklist"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"step-5-connect-salesforce-optional",children:"Step 5: Connect Salesforce (optional)"}),"\n",(0,t.jsx)(n.p,{children:"You can sync Yesware emails, opens, clicks, and activities to Salesforce. This keeps your CRM updated without manual logging."}),"\n",(0,t.jsx)(n.h3,{id:"how-to-connect-salesforce",children:"How to connect Salesforce"}),"\n",(0,t.jsxs)(n.ol,{children:["\n",(0,t.jsxs)(n.li,{children:["Go to ",(0,t.jsx)(n.code,{children:"Settings"})," \u2192 ",(0,t.jsx)(n.code,{children:"Salesforce Preferences"}),"."]}),"\n",(0,t.jsxs)(n.li,{children:["Click ",(0,t.jsx)(n.code,{children:"Authenticate with Salesforce"}),"."]}),"\n",(0,t.jsx)(n.li,{children:"Sign in to Salesforce and approve access."}),"\n",(0,t.jsxs)(n.li,{children:["Once connected, use the regular send button (or ",(0,t.jsx)(n.code,{children:"Send with Yesware"})," if required) so activities sync to the right Contact or Lead."]}),"\n"]}),"\n",(0,t.jsxs)(n.p,{children:["See ",(0,t.jsx)(n.a,{href:"./settings/salesforce/",children:"Salesforce Integration"})," for sync behavior, calendar sync, and the Salesforce sidebar. For best practices on deliverability, see ",(0,t.jsx)(n.a,{href:"./overview/deliverability",children:"Email Deliverability"}),"."]}),"\n",(0,t.jsx)(n.p,{children:(0,t.jsx)(n.a,{href:"#getting-started-checklist",children:"Back to checklist"})}),"\n",(0,t.jsx)(n.hr,{}),"\n",(0,t.jsx)(n.h2,{id:"frequently-asked-questions",children:"Frequently asked questions"}),"\n",(0,t.jsxs)(i,{children:[(0,t.jsx)("summary",{children:"Can I use Yesware with GoDaddy email addresses?"}),(0,t.jsx)(n.p,{children:"No. Yesware only supports Gmail and Outlook. The Outlook add-in requires a direct, Microsoft O365-hosted email address."})]}),"\n",(0,t.jsxs)(i,{children:[(0,t.jsx)("summary",{children:"Can I use Yesware for more than one email address?"}),(0,t.jsxs)(n.p,{children:["Yesware is licensed by email address. Each email needs its own license. You can add licenses at ",(0,t.jsx)(n.a,{href:"https://app.yesware.com/account/manage",children:"app.yesware.com/account/manage"}),". Yesware does not work with Alias or ",(0,t.jsx)(n.code,{children:"Send As"})," addresses."]})]}),"\n",(0,t.jsxs)(i,{children:[(0,t.jsx)("summary",{children:"Can I install Yesware on a shared mailbox?"}),(0,t.jsx)(n.p,{children:"No. Yesware works only with the primary email address linked to your account. Emails from shared mailboxes are not compatible with the Yesware add-in."})]}),"\n",(0,t.jsxs)(i,{children:[(0,t.jsx)("summary",{children:"How do I re-install Yesware if I get an add-in error in O365?"}),(0,t.jsxs)(n.p,{children:["In O365: ",(0,t.jsx)(n.code,{children:"Get Add-ins"})," \u2192 ",(0,t.jsx)(n.code,{children:"My add-ins"})," \u2192 Yesware, click the 3 dots, and select ",(0,t.jsx)(n.code,{children:"Remove"}),". Close Outlook, re-open it, then search for Yesware and add it again. Also go to ",(0,t.jsx)(n.code,{children:"File"})," \u2192 ",(0,t.jsx)(n.code,{children:"Office Account"})," \u2192 ",(0,t.jsx)(n.code,{children:"Office Updates"})," \u2192 ",(0,t.jsx)(n.code,{children:"Update Now"}),". Pin the Yesware Sidebar open in your compose window."]})]}),"\n",(0,t.jsxs)(i,{children:[(0,t.jsx)("summary",{children:"Does Yesware integrate with Zapier or Make.com?"}),(0,t.jsxs)(n.p,{children:["No. Yesware does not currently integrate with Zapier or Make.com. For supported integrations, see ",(0,t.jsx)(n.a,{href:"https://www.yesware.com/integrations",children:"yesware.com/integrations"}),"."]})]}),"\n",(0,t.jsx)(n.h2,{id:"need-help",children:"Need help?"}),"\n",(0,t.jsxs)(n.p,{children:["Contact Yesware Support at ",(0,t.jsx)(n.a,{href:"mailto:[email protected]",children:"[email protected]"}),"."]}),"\n",(0,t.jsx)(n.h2,{id:"training-resources",children:"Training resources"}),"\n",(0,t.jsxs)(n.ul,{children:["\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:(0,t.jsx)(n.a,{href:"https://www.yesware.com/yesware-u/gmail",children:"How-to videos for Gmail"})}),": Recorded product trainings for Gmail users"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:(0,t.jsx)(n.a,{href:"https://www.yesware.com/yesware-u/outlook",children:"How-to videos for Outlook"})}),": Recorded product trainings for Outlook users"]}),"\n",(0,t.jsxs)(n.li,{children:[(0,t.jsx)(n.strong,{children:(0,t.jsx)(n.a,{href:"https://www.yesware.com/product-trainings/",children:"Live product training"})}),": Register for upcoming live training sessions"]}),"\n"]})]})}function h(e={}){let{wrapper:n}={...(0,a.a)(),...e.components};return n?(0,t.jsx)(n,{...e,children:(0,t.jsx)(d,{...e})}):d(e)}},65:function(e,n,i){i.d(n,{Z:()=>o,a:()=>r});var s=i(7294);let t={},a=s.createContext(t);function r(e){let n=s.useContext(a);return s.useMemo(function(){return"function"==typeof e?e(n):{...n,...e}},[n,e])}function o(e){let n;return n=e.disableParentContext?"function"==typeof e.components?e.components(t):e.components||t:r(e.components),s.createElement(a.Provider,{value:n},e.children)}}}]);