Getting Started with Yesware in the Vendasta Marketplace

What is Yesware? Which Yesware plans are available for Vendasta Partners?

Yesware is an email tracking and sales productivity solution that works within Gmail or Outlook. It enables real-time prospect tracking, personalized sales campaigns, and detailed engagement insights.

Vendasta partners have access to Yesware Premium, available for internal use or resale to clients. This plan offers full access to Yesware’s features, with integration into the Vendasta CRM for partners and Business App CRM for SMB clients.

Yesware Premium Key Features:

• Unlimited Email Open, Link, and Attachment Tracking

• Unlimited Campaigns and Teams

• Shared Templates & Campaigns

• Vendasta CRM Contact & Activity Sync

• Personal and Team Reporting

• Centralized Team Billing

• On-Demand Customer Success Support

How do I activate Yesware for myself as a Vendasta Partner?

Activating Yesware is quick and easy:

1. In Partner Center, go to CRM > Yesware from the left-hand navigation.

2. Log into Yesware using your Vendasta Partner Center Single Sign-On (SSO).

3. Click Allow to grant Yesware access to your Gmail or Outlook contact and email activity.

4. Download the Yesware extension for Gmail or Outlook.

5. You’re ready to use Yesware!

Note: Yesware is available to partners on Essential, Professional, or Premium Vendasta plans (starting from 2022). If it's not included in your current plan, contact your Account Representative. 

How can I integrate my Vendasta CRM with Yesware?

Integrating your Vendasta CRM account with Yesware is simple.

If you're a Vendasta Partner:

1. Log into Yesware via your Partner Center SSO.

2. Click Allow to connect your email and contact data.

Once connected, your Yesware contacts and sales activity will automatically sync to the Vendasta CRM.

How does contact sync between Yesware and the Vendasta CRM work?

Yesware syncs email recipients and tracked interactions to your CRM.

To sync Yesware contacts and activities to the CRM:

1. Send a tracked email using Yesware, ensuring the ‘Track’ and ‘CRM’ checkboxes are selected.

2. The contact will appear in your Vendasta Partner Center CRM or in your client’s Business App.

3. Any tracked activity (opens, link clicks, etc.) will sync to the CRM in real time.

Can I add contacts to Yesware from the Vendasta CRM or Business App?

Currently, Yesware only supports one-way sync from Yesware to the Vendasta CRM. Vendasta acts as the source of truth for contact and sales information.

If you'd like to use contacts from Vendasta CRM in Yesware, you can add them manually or via CSV:

To add an individual contact:

1. Open the Yesware extension or app.

2. Go to Contacts > Create Contact and enter the details.

To upload contacts in bulk:

1. In Partner Center or Business App, go to CRM > Contacts.

2. Filter and select the contacts you want.

3. Click Actions > Export to download a CSV file.

4. In Yesware, go to Campaigns > New Campaign, name your campaign.

5. Click Upload .CSV file under Add Recipients.

6. Map the CSV fields to Yesware, then configure your campaign or click Save & Exit.

How can I start selling Yesware to my clients?

1. In Partner Center, go to Marketplace > Discover Products.

2. Search for “Yesware.”

3. On the Yesware product page, click Start Selling.

4. Add Yesware to your Markets to make it available in your Store.

How do I order Yesware for my clients?

Once a client is ready to move forward with Yesware:

1. Go to Accounts > Manage Accounts and select your client’s account.

   Note: Make sure the client account includes the contact you want to assign as the Yesware admin. 

2. Click Order Products from the client account page.

3. Search for “Yesware” and select the Yesware checkbox.

4. If ordering more than one seat, also select Yesware Additional Seats.

5. Under Quantity, choose how many additional seats your client needs.

   • Example: For 5 total seats, order 1 Yesware product + 4 Yesware Additional Seats.

6. Assign the Yesware admin by entering the contact who should receive the activation invite.

   Note: This admin can assign/remove users and manage seat access. 

   

7. Configure pricing and payment terms.

8. Click Purchase to complete the order.

The assigned admin will receive an email invitation to activate their account. Once activated, all tracked contacts and activity will sync directly with their Business App CRM.