sales-yesware

What this skill does

# Yesware Platform Help

Help the user with Yesware platform questions — from email tracking and campaign setup through templates, Prospector, Meeting Scheduler, Salesforce integration, and reporting.

## Step 1 — Gather context


If `references/learnings.md` exists, read it first for accumulated knowledge.

Ask the user:

1. **What area of Yesware do you need help with?**
   - A) Email Tracking — open, click, and attachment tracking notifications
   - B) Campaigns — creating and managing multi-channel sequences (for strategy, hand off: `/sales-cadence {your question}`)
   - C) Templates — creating, sharing, and personalizing email templates
   - D) Prospector — finding B2B contacts from the built-in database
   - E) Meeting Scheduler — booking links, event types, Zoom integration
   - F) Contacts — managing and enriching prospect data
   - G) Reporting & Analytics — personal and team engagement reports
   - H) Salesforce Integration — bi-directional sync, inbox sidebar (Enterprise only)
   - I) Integrations — Gmail, Outlook, LinkedIn, Zoom, Zapier, DocSend
   - J) Admin — billing, plan features, account settings
   - K) Something else — describe it

2. **What's your role?**
   - A) Sales rep / AE / BDR
   - B) Sales manager / team lead
   - C) RevOps / Sales Ops
   - D) Admin / IT
   - E) Founder / solo seller
   - F) Other

3. **What are you trying to accomplish?** (describe your specific goal or question)

**If the user's request already provides most of this context, skip directly to the relevant step.** Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.

Note: If the user needs a specialized skill, route them there with a brief explanation of why that skill is a better fit.

## Step 2 — Route or answer directly

If the request maps to a specialized skill, route:
- List building / prospecting strategy → `/sales-prospect-list`
- Contact enrichment / data hygiene → `/sales-enrich`
- Cadence strategy / sequence design → `/sales-cadence`
- Cross-platform deliverability → `/sales-deliverability`
- Meeting scheduling strategy → `/sales-meeting-scheduler`
- Email tracking strategy → `/sales-email-tracking`
- Tool integration architecture → `/sales-integration`

Otherwise, answer directly from platform knowledge using the reference below.

## Step 3 — Yesware platform reference

Provide module-by-module guidance based on the user's area:

### Email Tracking
- **What it is**: Real-time notifications when recipients open emails, click links, or view attachments — powered by an invisible tracking pixel
- **Key features**: Per-email open/click tracking, real-time desktop notifications, engagement history per contact, attachment tracking (know when and how long they viewed)
- **How it works**: Yesware inserts an invisible pixel into outgoing emails. When the recipient's email client loads images, the pixel fires and Yesware records the open. Link clicks are tracked via redirect URLs.
- **Limitations**: Tracking pixels are blocked by privacy tools (Apple Mail Privacy Protection, Hey, corporate proxies). Open tracking is increasingly unreliable — use click tracking and reply tracking as more reliable engagement signals.
- **Best practices**: Don't over-rely on open data. Use tracking to prioritize follow-ups — if a prospect clicks a link or opens 3+ times, follow up quickly.

### Campaigns
- **What it is**: A campaign in Yesware is a multi-channel automated sequence — email steps plus phone call reminders, LinkedIn InMail tasks, and custom tasks (called "touches")
- **Key concepts**: Campaign = multi-channel sequence, Touch = a step in the campaign (email, phone, LinkedIn, or custom task), Recipient = a contact enrolled in a campaign
- **Touch types**: Email (sent automatically), Phone (reminder task), LinkedIn InMail (reminder task), Custom (any manual task)
- **Campaign recipient limits by plan**: Free = 10 recipients/month, Pro = 20 recipients/month, Premium = unlimited, Enterprise = unlimited
- **Best practices**: Start with 3-5 email touches and 1-2 phone touches. Space touches 2-3 business days apart. Personalize the first and last touches. Use merge fields for dynamic content.

### Templates
- **What it is**: Reusable email templates with dynamic personalization fields — available as personal or shared (team) templates
- **Template types**: Personal templates (visible only to you), Shared templates (visible to the team, requires Premium+)
- **Personalization**: Merge fields for dynamic content — {{first_name}}, {{company}}, {{title}}, and custom fields
- **Best practices**: Create templates for common scenarios (intro, follow-up, meeting request, breakup). Track template performance in reporting to identify top performers. Keep templates under 125 words for best engagement.

### Prospector
- **What it is**: Built-in B2B contact database with 100M+ contacts for finding new leads directly from within Yesware
- **Key features**: Search by company, title, industry, location, and other filters. Export contacts directly into Yesware campaigns.
- **How to use**: Access Prospector from the Yesware sidebar. Search by company name or domain, filter by title/seniority/department, and add matching contacts to a campaign or your contact list.
- **Data quality**: As with any B2B database, verify email addresses before high-volume outreach. Contact data can be stale — cross-reference with LinkedIn.

### Meeting Scheduler
- **What it is**: Booking link tool that lets prospects schedule meetings directly — integrates with your calendar and Zoom
- **Key features**: Custom booking pages, multiple event types (e.g., 15-min intro, 30-min demo), calendar integration, Zoom auto-link, buffer times between meetings
- **Event types by plan**: Free = 2 event types, Pro+ = unlimited event types
- **Setup**: Configure availability, connect calendar (Google/Outlook), connect Zoom for auto-generated meeting links, customize booking page branding
- **Best practices**: Include your booking link in email signatures and campaign emails. Offer multiple durations (15-min and 30-min). Set buffer times to avoid back-to-back calls.

### Contacts
- **What it is**: Integrated contact management within Yesware — view engagement history, enrichment data, and campaign activity per contact
- **Key features**: Contact profiles with full engagement timeline (opens, clicks, replies), enrichment data (title, company, phone), notes and tags
- **Contact enrichment**: Yesware can enrich contacts with additional data points (title, company, social profiles). For deeper enrichment, use `/sales-enrich`.

### Reporting & Analytics
- **What it is**: Personal and team-level engagement reports — track email performance, campaign results, and recipient engagement
- **Report types**: Personal Activity Report (your sends, opens, replies), Team Activity Report (compare team members, Premium+), Recipient Engagement Report (per-contact engagement), Campaign Report (campaign-level metrics)
- **Key metrics**: Emails sent, open rate, click rate, reply rate, meeting booked rate, campaign completion rate
- **Team reports**: Require Premium or Enterprise plan. Compare performance across reps, identify top templates, and track team-wide engagement trends.
- **Best practices**: Review reports weekly. Focus on reply rate and meetings booked — these are the metrics that correlate with pipeline. Use template reports to identify and scale what works.

### Salesforce Integration
- **What it is**: Bi-directional activity sync between Yesware and Salesforce — **Enterprise plan only ($65/mo)**
- **Key features**: Auto-log emails to Salesforce records (contacts, leads, opportunities), sync calendar events, Salesforce inbox sidebar (view CRM data from Gmail/Outlook), activity reporting in Salesforce
- **Salesforce inbox sidebar**: View Salesforce contact/lead/opportunity dat