How to Use Yesware
description
Transcript of How to Use Yesware
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How to Use
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Enter yesware.com on your
browser
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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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youll 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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Youll see Whos 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 youll see the Yesware toolbar
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Enter the Recipients 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 youre 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 youre not a Salesforce.com User
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Youll 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
thats youll receive
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once a Tracking Activity has
occured
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so youll 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 youll 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 youll 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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