Vendasta Partners can manage their email outreach more efficiently by launching Yesware Campaigns directly from the Contacts table within the Vendasta platform. This integration makes it easier to target leads, send personalized campaigns, and automate follow-ups without leaving the CRM.
What You Can Do
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Start Yesware Campaigns directly from Vendasta’s CRM using your existing contact lists.
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Automate outreach workflows by combining Yesware Campaigns with Vendasta Automations.
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Track recipient replies and log follow-up activities directly in your CRM.
How to Add Contacts to a Yesware Campaign
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Navigate to CRM > Contacts.
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Click the Actions dropdown and select Add to Yesware Campaign.
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Choose the campaign from the dropdown list. This list displays campaigns you’ve already created in your Yesware account.
You can also add individual contacts by clicking the three-dot menu next to the contact and selecting Add to Yesware Campaign.
Tip: Make sure your Yesware Campaigns are created in the Yesware platform first—they’ll automatically appear in Vendasta when ready.
Using Yesware Campaigns with Automations
Vendasta’s Automation Builder lets you incorporate Yesware Campaigns into your broader marketing or sales workflows.
Automate Campaign Sends
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Create an automation that sends a specific Yesware Campaign to a contact when a defined event occurs (e.g. a contact is added to a list, assigned a tag, or completes a form).
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This helps you deliver timely outreach with minimal manual effort.
Automate Follow-Ups
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Trigger additional actions when a recipient replies to a Yesware Campaign—such as:
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Creating a Note in the contact record.
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Assigning a Task to a team member for follow-up.
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Notifying your sales team in real time.
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These automations help ensure that no opportunity slips through the cracks, and your team can follow up quickly with engaged leads.
(Vendasta Automation for when a recipient replies to a Yesware Campaign)
(Yesware Campaign has been replied to in the Yesware Campaign Dashboard)
Campaign Activity Visibility
When a contact replies to a Yesware Campaign, that activity is automatically logged in the Vendasta CRM. You’ll see it alongside other customer interactions, giving you a centralized view of engagement history.
This ensures your team has full context when following up and helps prioritize leads based on real-time interaction.
(The reply activity and the corresponding note are both logged within the Vendasta CRM)
Notes
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Yesware Campaigns are sent through your Gmail or Outlook account, so they follow your email provider’s daily sending limits.
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Each contact can participate in one Yesware Campaign at a time. To add a contact to a new campaign, ensure they’ve completed or been removed from their current campaign in Yesware.
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You can add up to 100 contacts at once from the Vendasta CRM to a campaign. For bulk outreach, consider segmenting your contacts into smaller batches.
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Campaigns must be created in Yesware first—only existing campaigns will appear for selection in Vendasta.
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Only the email steps of a campaign are supported in Vendasta workflows. Manual tasks, calls, or custom steps should still be managed directly in Yesware.
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For shared campaign access, all users must be on the same Team in Yesware.
FAQs
Q: Where do I create my Yesware Campaigns?
Campaigns must be created in the Yesware platform. Once created, they’ll appear in Vendasta under the “Add to Yesware Campaign” dropdown and in the Automation builder.
Q: Can I use this in both Partner Center and Business App?
Yes, this feature is available in both environments.
Q: Will I see all replies to my campaigns in Vendasta?
Yes, replies to your Yesware Campaigns are logged in the Vendasta CRM and can trigger automated actions.
Q: Which email address sends Yesware Campaigns when triggered by an automation?
A: The user's Gmail or Outlook email address will be used to send the emails.