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Yesware Platform Help

Yesware平台使用帮助

Help the user with Yesware platform questions — from email tracking and campaign setup through templates, Prospector, Meeting Scheduler, Salesforce integration, and reporting.
为用户解答Yesware平台相关问题——从邮件追踪、营销活动设置，到模板、Prospector、会议调度器、Salesforce集成及报表功能的全流程问题。

Step 1 — Gather context

步骤1：收集上下文

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 (route to 
      /sales-cadence
      for strategy)
    • 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.
向用户询问以下问题：
  1. 你需要Yesware哪方面的帮助？
    • A) 邮件追踪——打开、点击及附件追踪通知
    • B) 营销活动——创建和管理多渠道序列（策略相关请跳转至
      /sales-cadence
      ）
    • C) 模板——创建、共享及个性化邮件模板
    • D) Prospector——从内置数据库中查找B2B联系人
    • E) 会议调度器——预约链接、活动类型、Zoom集成
    • F) 联系人——管理和丰富潜在客户数据
    • G) 报表与分析——个人及团队互动报表
    • H) Salesforce集成——双向同步、收件箱侧边栏（仅企业版）
    • I) 第三方集成——Gmail、Outlook、LinkedIn、Zoom、Zapier、DocSend
    • J) 管理员功能——账单、套餐功能、账户设置
    • K) 其他——请描述具体需求
  2. 你的角色是什么？
    • A) 销售代表/AE/BDR
    • B) 销售经理/团队主管
    • C) 营收运营/销售运营
    • D) 管理员/IT人员
    • E) 创始人/独立销售
    • F) 其他
  3. 你想要实现什么目标？（描述具体目标或问题）
如果用户的请求已提供大部分上述上下文，可直接跳至对应步骤。 先基于合理假设给出初步解答（需明确说明假设），最后仅询问最关键的1-2个澄清问题——不要要求用户提供完整上下文后才给出回复。
注意：若用户需要专业策略支持，需引导至对应技能模块并简要说明原因。

Step 2 — Route or answer directly

步骤2：引导至对应模块或直接解答

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.
若用户请求属于专业策略范畴，引导至对应模块：
  • 列表构建/潜在客户挖掘策略 → 
    /sales-prospect-list
  • 联系人信息丰富/数据清洁 → 
    /sales-enrich
  • 客户跟进策略/序列设计 → 
    /sales-cadence
  • 跨平台邮件送达率 → 
    /sales-deliverability
  • 会议调度策略 → 
    /sales-meeting-scheduler
  • 邮件追踪策略 → 
    /sales-email-tracking
  • 工具集成架构 → 
    /sales-integration
否则，直接基于平台知识库为用户解答。

Step 3 — Yesware platform reference

步骤3：Yesware平台参考指南

Provide module-by-module guidance based on the user's area:
根据用户需求的领域提供分模块指导：

Email Tracking

邮件追踪

  • 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.
  • 功能介绍：当收件人打开邮件、点击链接或查看附件时，提供实时通知——由隐形追踪像素实现
  • 核心功能：单封邮件的打开/点击追踪、桌面实时通知、联系人互动历史、附件追踪（查看收件人查看附件的时间及时长）
  • 工作原理：Yesware会在发出的邮件中插入隐形像素。当收件人的邮件客户端加载图片时，像素触发，Yesware记录打开行为。链接点击通过重定向URL追踪。
  • 局限性：追踪像素会被隐私工具（Apple邮件隐私保护、Hey、企业代理服务器）拦截。打开追踪的可靠性正逐渐降低——建议使用点击追踪和回复追踪作为更可靠的互动信号。
  • 最佳实践：不要过度依赖打开数据。利用追踪结果优先跟进潜在客户——若潜在客户点击链接或打开邮件3次以上，请立即跟进。

Campaigns

营销活动

  • 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.
  • 功能介绍：Yesware中的营销活动是多渠道自动化跟进序列——包含邮件步骤、电话提醒任务、LinkedIn InMail任务及自定义任务（称为「触点」）
  • 核心概念：营销活动=多渠道序列，触点=营销活动中的一个步骤（邮件、电话、LinkedIn、自定义任务），收件人=加入营销活动的联系人
  • 触点类型：邮件（自动发送）、电话（提醒任务）、LinkedIn InMail（提醒任务）、自定义（任意手动任务）
  • 各套餐的营销活动收件人上限：免费版=每月10个收件人，专业版=每月20个收件人，高级版=无上限，企业版=无上限
  • 最佳实践：初始设置3-5个邮件触点和1-2个电话触点。触点间隔为2-3个工作日。个性化设置第一个和最后一个触点。使用合并字段实现动态内容。

Templates

模板

  • 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.
  • 功能介绍：带有动态个性化字段的可复用邮件模板——分为个人模板和共享（团队）模板
  • 模板类型：个人模板（仅自己可见）、共享模板（团队可见，需高级版及以上）
  • 个性化设置：用于动态内容的合并字段——
    {{first_name}}
    、
    {{company}}
    、
    {{title}}
    及自定义字段
  • 最佳实践：为常见场景创建模板（介绍、跟进、会议请求、终止跟进）。在报表中追踪模板性能，找出效果最佳的模板。模板字数控制在125字以内以获得最佳互动效果。

Prospector

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.
  • 功能介绍：内置B2B联系人数据库，包含1亿+联系人，可直接在Yesware内查找新线索
  • 核心功能：按公司、职位、行业、地点及其他条件筛选。可直接将联系人导出至Yesware营销活动。
  • 使用方法：从Yesware侧边栏访问Prospector。按公司名称或域名搜索，按职位/职级/部门筛选，将匹配的联系人添加至营销活动或联系人列表。
  • 数据质量：与所有B2B数据库一样，在大规模触达前请验证邮箱地址。联系人数据可能过时——建议与LinkedIn交叉验证。

Meeting Scheduler

会议调度器

  • 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.
  • 功能介绍：预约链接工具，允许潜在客户直接预约会议——与你的日历和Zoom集成
  • 核心功能：自定义预约页面、多种活动类型（如15分钟介绍、30分钟演示）、日历集成、Zoom自动链接、会议间缓冲时间
  • 各套餐的活动类型数量：免费版=2种活动类型，专业版及以上=无限制活动类型
  • 设置步骤：配置可用时间、连接日历（Google/Outlook）、连接Zoom以自动生成会议链接、自定义预约页面品牌
  • 最佳实践：在邮件签名和营销活动邮件中包含你的预约链接。提供多种时长选项（15分钟和30分钟）。设置缓冲时间以避免连续会议。

Contacts

联系人管理

  • 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
    .
  • 功能介绍：Yesware内置的联系人管理功能——可查看每个联系人的互动历史、丰富数据及营销活动参与情况
  • 核心功能：包含完整互动时间线（打开、点击、回复）的联系人资料、丰富数据（职位、公司、电话）、备注和标签
  • 联系人信息丰富：Yesware可为联系人补充更多数据点（职位、公司、社交资料）。如需更深度的信息丰富，请使用
    /sales-enrich
    。

Reporting & Analytics

报表与分析

  • 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.
  • 功能介绍：个人及团队级别的互动报表——追踪邮件性能、营销活动结果及收件人互动情况
  • 报表类型：个人活动报表（你的发送、打开、回复数据）、团队活动报表（对比团队成员数据，需高级版及以上）、收件人互动报表（单联系人互动数据）、营销活动报表（营销活动级别的指标）
  • 核心指标：发送邮件数、打开率、点击率、回复率、会议预约率、营销活动完成率
  • 团队报表：需高级版或企业版套餐。可对比销售代表的业绩、找出最佳模板、追踪团队整体互动趋势。
  • 最佳实践：每周查看报表。重点关注回复率和会议预约率——这些指标与销售管道直接相关。利用模板报表找出有效模板并规模化应用。

Salesforce Integration

Salesforce集成

  • 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 data directly in your inbox without switching tabs. Update fields, log notes, and create tasks from the sidebar.
  • Sync behavior: Bi-directional — emails sent from Yesware log to Salesforce, and Salesforce data surfaces in Yesware's inbox sidebar
  • Setup: Requires Enterprise plan. Connect via Settings > Integrations > Salesforce. Admin must authorize the Salesforce OAuth connection. Map Yesware fields to Salesforce fields.
  • 功能介绍：Yesware与Salesforce之间的双向活动同步——仅企业版套餐（每月65美元）
  • 核心功能：自动将邮件记录至Salesforce记录（联系人、线索、商机）、同步日历事件、Salesforce收件箱侧边栏（在Gmail/Outlook中查看CRM数据）、Salesforce中的活动报表
  • Salesforce收件箱侧边栏：无需切换标签，直接在收件箱中查看Salesforce联系人/线索/商机数据。可从侧边栏更新字段、记录备注、创建任务。
  • 同步机制：双向同步——从Yesware发送的邮件会记录至Salesforce，Salesforce数据会显示在Yesware的收件箱侧边栏中
  • 设置步骤：需企业版套餐。通过「设置>集成>Salesforce」进行连接。管理员必须授权Salesforce OAuth连接。将Yesware字段映射至Salesforce字段。

Yesware data model

Yesware数据模型

Core entities — understand these to navigate the platform:
EntityWhat it representsKey relationships
CampaignA multi-channel automated sequenceHas Touches (steps), has Recipients
TouchA step in a campaign (email, phone, LinkedIn, custom)Belongs to a Campaign
RecipientA contact enrolled in a campaignBelongs to a Campaign, has Activity
TemplateA reusable email with merge fieldsUsed in Campaigns or standalone sends
ContactA prospect with engagement historyCan be enrolled in Campaigns
Meeting TypeA booking link configurationHas availability rules, calendar connection
ReportAn engagement analytics viewSpans Campaigns, Contacts, Team
核心实体——了解这些实体以熟练使用平台：
实体代表内容核心关联关系
Campaign多渠道自动化跟进序列包含触点（步骤）、关联收件人
Touch营销活动中的一个步骤（邮件、电话、LinkedIn、自定义）属于某个营销活动
Recipient加入营销活动的联系人属于某个营销活动、关联互动行为
Template带有合并字段的可复用邮件用于营销活动或单独发送
Contact带有互动历史的潜在客户可加入营销活动
Meeting Type预约链接配置包含可用时间规则、日历连接
Report互动分析视图覆盖营销活动、联系人、团队

Pricing

定价

PlanPrice/mo (annual)Key features
Free Forever$0Basic tracking (<24hr history), 10 campaign recipients/mo, 2 meeting types
Pro$15Unlimited tracking, 20 recipients/mo, personal reports
Premium$35Unlimited campaigns/recipients, teams, shared templates, no Yesware branding
Enterprise$65Salesforce sync, SSO, trusted IP ranges, dedicated CSM
Pricing as of 2025 — verify current pricing at yesware.com.
套餐年付价格（每月）核心功能
永久免费版$0基础追踪（<24小时历史）、每月10个营销活动收件人、2种会议类型
专业版$15无限制追踪、每月20个收件人、个人报表
高级版$35无限制营销活动/收件人、团队功能、共享模板、无Yesware品牌标识
企业版$65Salesforce同步、单点登录、可信IP范围、专属客户成功经理
定价信息截至2025年——请访问yesware.com确认当前定价。

Integrations

第三方集成

  • Gmail — Chrome extension, full inbox integration (tracking, templates, campaigns, sidebar)
  • Outlook — Add-in, same feature set as Gmail extension
  • Salesforce — Bi-directional activity sync (Enterprise plan only)
  • LinkedIn — Prospect insights, LinkedIn InMail tasks in campaigns
  • Zoom — Auto-generated meeting links for Meeting Scheduler
  • Zapier — Limited automation triggers/actions (workaround for lack of API)
  • DocSend — Attachment tracking integration
  • Clari — Revenue operations data sync
  • Gmail——Chrome扩展程序，完整收件箱集成（追踪、模板、营销活动、侧边栏）
  • Outlook——插件，功能与Gmail扩展程序一致
  • Salesforce——双向活动同步（仅企业版）
  • LinkedIn——潜在客户洞察、营销活动中的LinkedIn InMail任务
  • Zoom——为会议调度器自动生成会议链接
  • Zapier——有限的自动化触发/操作（作为无API的替代方案）
  • DocSend——附件追踪集成
  • Clari——营收运营数据同步

No Public API

无公开API

Yesware does NOT have a public API. There are no REST endpoints, no developer documentation, and no programmatic access. All functionality is accessed through:
  • Gmail Chrome extension or Outlook add-in
  • Native Salesforce connector (Enterprise plan only)
  • Zapier (limited triggers and actions)
If the user needs API-level automation, recommend evaluating platforms with public APIs (Mailshake, Apollo, Salesloft) or using Zapier as a workaround for basic automation needs.
Yesware没有公开API。不存在REST端点、开发者文档或程序化访问权限。所有功能需通过以下方式访问：
  • Gmail Chrome扩展程序或Outlook插件
  • 原生Salesforce连接器（仅企业版）
  • Zapier（有限触发和操作）
如果用户需要API级别的自动化，建议评估带有公开API的平台（如Mailshake、Apollo、Salesloft），或使用Zapier作为基础自动化需求的替代方案。

Step 4 — Actionable guidance

步骤4：可操作指导

Based on the user's specific question:
  1. Step-by-step instructions — numbered steps to accomplish their goal in Yesware
  2. Configuration recommendations — specific settings to change, with navigation paths (typically via the Yesware sidebar in Gmail/Outlook)
  3. Common pitfalls — what can go wrong and how to avoid it
  4. Verification — how to confirm the change worked
  5. Plan check — flag any features that require a specific plan tier before recommending them
根据用户的具体问题：
  1. 分步说明——完成目标的编号步骤（在Yesware中操作）
  2. 配置建议——具体的设置修改建议及导航路径（通常通过Gmail/Outlook中的Yesware侧边栏）
  3. 常见陷阱——可能出现的问题及避免方法
  4. 验证方法——如何确认修改生效
  5. 套餐检查——在推荐功能前，标记任何需要特定套餐级别的功能

Gotchas

注意事项

Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
  • No public API — don't suggest API solutions. Yesware has no REST API, no developer docs, and no programmatic access. Don't recommend building integrations or scripts against Yesware. The only automation path is Zapier (limited) or the native Salesforce connector (Enterprise only).
  • Salesforce integration is Enterprise-only ($65/mo). Don't recommend Salesforce sync features to users on Free, Pro, or Premium plans. Always ask about the user's plan before suggesting Salesforce-related workflows.
  • Campaign recipient limits are strict and plan-gated. Free = 10 recipients/month, Pro = 20/month. Users on lower plans hit this wall fast. Unlimited recipients require Premium ($35/mo) or Enterprise ($65/mo). Always surface these limits when discussing campaigns.
  • Yesware is inbox-native — there is no standalone web app for campaigns. All campaign creation and management happens inside the Gmail or Outlook extension. There is no separate yesware.com dashboard for building campaigns. Users expecting a standalone UI (like Mailshake or Apollo) will be confused.
  • Email tracking pixels are increasingly unreliable. Apple Mail Privacy Protection (iOS 15+), Hey.com, and corporate email proxies pre-load or block tracking pixels. Open rates from these recipients are either inflated (Apple pre-loads all images) or zero (blocked). Advise users to treat open tracking as directional, not definitive, and rely more on click and reply metrics.
基于研究的最佳实践——请重点关注这些内容，尤其是套餐专属功能和集成相关的注意事项，这些信息可能会过时。
  • 无公开API——请勿建议API解决方案。Yesware没有REST API、开发者文档或程序化访问权限。请勿推荐针对Yesware构建集成或脚本。唯一的自动化路径是Zapier（有限功能）或原生Salesforce连接器（仅企业版）。
  • Salesforce集成仅适用于企业版（每月65美元）。请勿向免费版、专业版或高级版用户推荐Salesforce同步功能。在建议与Salesforce相关的工作流前，务必询问用户的套餐类型。
  • 营销活动收件人限制严格且与套餐绑定。免费版=每月10个收件人，专业版=每月20个收件人。低套餐用户很快会达到上限。无限制收件人需高级版（每月35美元）或企业版（每月65美元）。在讨论营销活动时，务必告知用户这些限制。
  • Yesware是收件箱原生工具——没有独立的网页端营销活动管理界面。所有营销活动的创建和管理都在Gmail或Outlook扩展程序内进行。没有单独的yesware.com仪表板用于构建营销活动。若用户期望独立UI（如Mailshake或Apollo），可能会感到困惑。
  • 邮件追踪像素的可靠性正逐渐降低。Apple邮件隐私保护（iOS 15+）、Hey.com和企业邮件代理服务器会预加载或拦截追踪像素。这些收件人的打开率要么被夸大（Apple预加载所有图片），要么为零（被拦截）。建议用户将打开追踪视为方向性参考，而非确定性数据，更多依赖点击和回复指标。

Step 5 — Related skills

步骤5：相关技能模块

  • /sales-meeting-scheduler
    — Meeting scheduling strategy and best practices (platform-agnostic)
  • /sales-email-tracking
    — Email tracking strategy and best practices (platform-agnostic)
  • /sales-cadence
    — Design outbound cadence strategy (platform-agnostic, works with Yesware campaigns)
  • /sales-deliverability
    — Cross-platform email deliverability — SPF/DKIM/DMARC, warmup, inbox placement
  • /sales-prospect-list
    — Build prospect lists to import into Yesware
  • /sales-enrich
    — Enrich contacts with emails/phones before outreach
  • /sales-integration
    — Connect Yesware to other tools via Zapier or native integrations
  • /sales-do
    — Not sure which skill to use? The router matches any sales objective to the right skill.
  • /sales-meeting-scheduler
    ——会议调度策略及最佳实践（跨平台通用）
  • /sales-email-tracking
    ——邮件追踪策略及最佳实践（跨平台通用）
  • /sales-cadence
    ——设计 outbound 客户跟进策略（跨平台通用，适用于Yesware营销活动）
  • /sales-deliverability
    ——跨平台邮件送达率优化——SPF/DKIM/DMARC、邮箱预热、收件箱投递
  • /sales-prospect-list
    ——构建潜在客户列表以导入Yesware
  • /sales-enrich
    ——在触达前丰富联系人的邮箱/电话信息
  • /sales-integration
    ——通过Zapier或原生集成将Yesware与其他工具连接
  • /sales-do
    ——不确定使用哪个技能模块？该路由会将任何销售目标匹配到合适的技能模块。

Examples

示例

Example 1: Multi-channel campaign setup

示例1：多渠道营销活动设置

User says: "How do I set up a multi-channel campaign in Yesware?" Skill does:
  1. Explains Yesware campaigns as multi-channel sequences with email, phone, LinkedIn, and custom touches
  2. Walks through creating a campaign from the Gmail/Outlook sidebar — name, touches, timing
  3. Explains how to add recipients individually or via bulk import
  4. Notes campaign recipient limits by plan (10 free, 20 Pro, unlimited Premium+) Result: User has a campaign created with multiple touch types and understands recipient limits
用户提问：「如何在Yesware中设置多渠道营销活动？」 技能模块操作：
  1. 解释Yesware营销活动是包含邮件、电话、LinkedIn和自定义触点的多渠道序列
  2. 引导用户从Gmail/Outlook侧边栏创建营销活动——命名、设置触点、调整时间
  3. 解释如何单独添加收件人或批量导入收件人
  4. 说明各套餐的营销活动收件人限制（免费版10个，专业版20个，高级版及以上无限制） 结果：用户创建了包含多种触点类型的营销活动，并了解收件人限制

Example 2: Salesforce integration

示例2：Salesforce集成

User says: "How do I connect Yesware to Salesforce?" Skill does:
  1. States upfront that Salesforce integration requires Enterprise plan ($65/mo)
  2. Walks through the connection flow: Settings > Integrations > Salesforce > OAuth
  3. Explains bi-directional sync — emails, calendar events, and tasks sync to Salesforce records
  4. Highlights the Salesforce inbox sidebar for viewing CRM data from email Result: User understands plan requirements and can set up the Salesforce connection
用户提问：「如何将Yesware连接到Salesforce？」 技能模块操作：
  1. 首先说明Salesforce集成仅适用于企业版（每月65美元）
  2. 引导用户完成连接流程：设置>集成>Salesforce>OAuth
  3. 解释双向同步机制——邮件、日历事件和任务会同步至Salesforce记录
  4. 重点介绍Salesforce收件箱侧边栏，可在邮件中查看CRM数据 结果：用户了解套餐要求并能完成Salesforce连接设置

Example 3: Prospector for finding leads

示例3：使用Prospector查找线索

User says: "I want to use Yesware's Prospector to find leads — how does it work?" Skill does:
  1. Explains the 100M+ B2B contact database accessible from the Yesware sidebar
  2. Walks through search filters — company, title, industry, location, seniority
  3. Shows how to export found contacts into a campaign or contact list
  4. Points to 
    /sales-prospect-list
    for broader list-building strategy beyond Yesware Result: User knows how to search, filter, and export contacts from Prospector
用户提问：「我想使用Yesware的Prospector查找线索——该如何操作？」 技能模块操作：
  1. 解释Yesware侧边栏可访问的1亿+ B2B联系人数据库
  2. 引导用户使用搜索筛选条件——公司、职位、行业、地点、职级
  3. 演示如何将找到的联系人导出至营销活动或联系人列表
  4. 引导用户访问
    /sales-prospect-list
    获取Yesware之外的更广泛列表构建策略 结果：用户知道如何在Prospector中搜索、筛选和导出联系人

Troubleshooting

故障排除

Email tracking not showing opens

邮件追踪未显示打开记录

Symptom: Emails show as sent but no open notifications appear Cause: Recipient's email client blocks tracking pixels (Apple Mail Privacy Protection, corporate proxies), or tracking is not enabled for the email Solution: Verify tracking is enabled in the Yesware sidebar before sending. Note that Apple Mail (iOS 15+) pre-loads images, which may inflate or block accurate tracking. For critical prospects, rely on click tracking (include a link) and reply tracking instead of open tracking. See 
/sales-email-tracking
for a full tracking strategy.
症状：邮件显示已发送，但未收到打开通知 原因：收件人的邮件客户端拦截了追踪像素（Apple邮件隐私保护、企业代理服务器），或该邮件未启用追踪功能 解决方案：发送前在Yesware侧边栏验证已启用追踪功能。注意Apple邮件（iOS 15+）会预加载图片，可能导致追踪数据不准确或被拦截。对于重要潜在客户，请依赖点击追踪（包含链接）和回复追踪，而非打开追踪。如需完整追踪策略，请访问
/sales-email-tracking
。

Campaign recipients not receiving emails

营销活动收件人未收到邮件

Symptom: Recipients added to a campaign but emails are not being sent Cause: Campaign recipient limit reached for plan tier, campaign is paused/draft, or sender account disconnected Solution: Check your plan's recipient limit (Free = 10/mo, Pro = 20/mo). Verify the campaign status is "active." Check Settings > Senders to confirm your email account is connected and authorized. If the limit is the issue, upgrade to Premium ($35/mo) for unlimited recipients.
症状：收件人已加入营销活动，但未收到邮件 原因：已达到套餐的营销活动收件人上限、营销活动处于暂停/草稿状态，或发件人账户已断开连接 解决方案：检查你的套餐收件人限制（免费版=每月10个，专业版=每月20个）。验证营销活动状态为「活跃」。检查「设置>发件人」确认你的邮箱账户已连接并授权。若因上限问题导致，可升级至高级版（每月35美元）以获得无限制收件人。

Salesforce sync not logging activities

Salesforce同步未记录活动

Symptom: Emails sent from Yesware don't appear in Salesforce Cause: Not on Enterprise plan, Salesforce connection expired, or sync mapping misconfigured Solution: Confirm you are on the Enterprise plan ($65/mo) — Salesforce sync is not available on lower plans. Re-authorize the Salesforce connection in Settings > Integrations. Check field mapping to ensure Yesware activities are mapped to the correct Salesforce objects (Contact, Lead, or Opportunity).
症状：从Yesware发送的邮件未出现在Salesforce中 原因：未使用企业版、Salesforce连接已过期，或同步映射配置错误 解决方案：确认你使用的是企业版（每月65美元）——Salesforce同步功能不适用于低套餐用户。在「设置>集成」中重新授权Salesforce连接。检查字段映射，确保Yesware活动已映射至正确的Salesforce对象（联系人、线索或商机）。